Financial Analyst Jobs in Lafayette, CA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
- San Francisco, CA (18 miles from Lafayette, CA)
- 3 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 3 days ago
Portfolio Analyst Location : San Francisco, CA Duration : 8 Months **This person will need to be ONSITE one day a week in San Francisco, so Bay Area candidates only. Will be required to work in...
2026 Private Equity Analyst - San Francisco, CA
- San Francisco, CA (18 miles from Lafayette, CA)
- 5 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 5 days ago
Job Summary 2026 Private Equity Analyst San Francisco, CA Private Equity Analyst Program Vista's Analyst Program offers immersive training, real deal exposure, and access to industry-leading...
- Oakland, CA (9 miles from Lafayette, CA)
- 7 days ago
- Oakland, CA (9 miles from Lafayette, CA)
- 7 days ago
The Senior Financial Analyst will report to the Senior Manager, Financial Planning and Analysis....
Remote WorkEquity Analyst - Active Fundamental Equity - Executive Director
- Daly City, CA (22 miles from Lafayette, CA)
- 9 days ago
- Daly City, CA (22 miles from Lafayette, CA)
- 9 days ago
Equity Analyst - Active Fundamental Equity - Executive Director Daly City, CA - $1.5 Full Time Posted by: Todd & Weld, LLP Posted: Saturday, 21 June 2025 Morgan Stanley is a leading global...
- Hayward, CA (15 miles from Lafayette, CA)
- 9 days ago
- Hayward, CA (15 miles from Lafayette, CA)
- 9 days ago
Budget Analyst-Accountant II About the Employer The Alameda County Office of Education (ACOE) leads with a student-centered vision, innovating in the classroom and building safe and supportive...
Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
- San Francisco, CA (18 miles from Lafayette, CA)
- 11 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 11 days ago
Principal Consultant - Commercial Lending Loan IQ (Financial Services) San Francisco, CA $105,000.00-$180,000.00 1 month ago Senior Financial Analyst, Marketing Shared Services (can be based in SF;...
- San Francisco, CA (18 miles from Lafayette, CA)
- 11 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 11 days ago
Familiarity with regulatory requirements impacting BNPL or consumer lending....
- San Francisco, CA (18 miles from Lafayette, CA)
- 14 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 14 days ago
Job Title Financial Analyst Job Description Summary Cushman & Wakefield's San Francisco-based Capital Markets team is seeking to hire a Financial Analyst to support all phases of the investment sales...
Private Markets Real Estate/Assets Investment Analyst
- San Francisco, CA (18 miles from Lafayette, CA)
- 18 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 18 days ago
Aon is looking for Private Markets Real Estate/Assets Investment Analyst in our San Francisco office. As part of an industry-leading team, you will help empower results for our clients by...
- San Francisco, CA (18 miles from Lafayette, CA)
- 19 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 19 days ago
Senior Financial Analyst San Francisco, CA - $127k Full Time Posted by: Socotra, Inc....
Remote WorkSenior Budget Analyst (Senior Fiscal Analyst)
- San Francisco, CA (18 miles from Lafayette, CA)
- 19 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 19 days ago
This position will remain Open Until Filled and requires the submission of our official application, a resume and a response to the supplemental questions. To complete an online application,...
- San Francisco, CA (18 miles from Lafayette, CA)
- 23 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 23 days ago
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24...
Portfolio & Asset Management Analyst - Real Estate
- San Francisco, CA (18 miles from Lafayette, CA)
- 28 days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 28 days ago
Employer: DWS Group Title: Analyst Real Estate Location: San Francisco, CA Job Code: #LI-LV2 #LI-01 About DWS: Today, markets face a whole new set of pressures but also a whole lot of opportunity...
- Oakland, CA (9 miles from Lafayette, CA)
- 30+ days ago
- Oakland, CA (9 miles from Lafayette, CA)
- 30+ days ago
The Financial Analyst position will report to the Senior Manager, Financial Planning and Analysis....
Remote Work- San Francisco, CA (18 miles from Lafayette, CA)
- 30+ days ago
- San Francisco, CA (18 miles from Lafayette, CA)
- 30+ days ago
PRINCIPAL BUDGET ANALYST Fiscal Services Classification: Class Code 2250 / Level 3 / Exempt / Full-Time / Benefited Hiring Salary Range : $70,000 - $100,000 (commensurate with experience) THE ROLE...
Demographic Data for Lafayette, CA
Moving to Lafayette, CA? Find some basic demographic data about Lafayette, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Lafayette, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Lafayette, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Business Intelligence
- Modeling
- Asset Management
- Presentation
- Visual Basic for Applications
- Investment Analysis
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Financial Forecasting
- Bloomberg Terminal
- FactSet
- Comprehensive Capital Analysis and Review
- Private Banking
- Cash Forecasting
- Financial Services
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Variance Analysis
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Strategy Development
- Finance
- Decision Making
- Accounting
- Analytical Skills
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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