Financial Analyst Jobs in Pleasanton, 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.
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 1 day ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 1 day ago
WHO WE ARE Plug and Play is a global innovation platform and venture capital firm. Our mission is to make innovation open to anyone, anywhere. Each year, hundreds of entrepreneurs join our...
- San Jose, CA (20 miles from Pleasanton, CA)
- 8 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 8 days ago
Team Support: Support Senior Financial Analysts, Financial Management and work cross- functionally to provide support....
Cross Portfolio Analyst Relations Manager
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 9 days ago
The application window is expected to close on: 9/15/25. Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Meet the Team Join...
Budget Analyst/Accountant II (Substitute)
- Hayward, CA (12 miles from Pleasanton, CA)
- 9 days ago
- Hayward, CA (12 miles from Pleasanton, CA)
- 9 days ago
The Alameda County Office of Education (ACOE) leads with a student-centered vision, innovating in the classroom and building safe and supportive community schools. We collaborate and partner with...
- Mountain View, CA (19 miles from Pleasanton, CA)
- 14 days ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 14 days ago
Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal title will be Staff Financial Analyst) partnering with the Workforce Solutions business segment....
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 15 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 15 days ago
Property and Asset Management Analyst - Level 2/3 (DoD SkillBridge) Northrop Grumman 3.2 ( ) Sunnyvale, CA Why you should apply for a job to Northrop Grumman : 93% say the CEO supports gender...
Investment Analyst Intern 105881
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 15 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 15 days ago
Business Unit What the Role Entails Responsibilities: Assisting in industry research projects and preparing business analysis reports; Tracking market trends and identifying potential investment...
- San Jose, CA (20 miles from Pleasanton, CA)
- 16 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 16 days ago
Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to...
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 17 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 17 days ago
Business Unit What the Role Entails Responsibilities: Assisting in industry research projects and preparing business analysis reports; Tracking market trends and identifying potential investment...
9788 - Product Portfolio Analyst
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 17 days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 17 days ago
Description Position at Wind River PRODUCT ANALYST - PORTFOLIO STRATEGY Product Management - United States Description Position at Wind River Product Analyst - Portfolio Strategy Location: US San...
Strategic and Financial Planning Analyst
- Oakland, CA (21 miles from Pleasanton, CA)
- 17 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 17 days ago
Summary Alameda Health System offers outstanding benefits that include: 100% employer health plan for employees and their eligible dependents Unique benefit offerings that are partially or 100%...
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 19 days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 19 days ago
Position at Wind River PRODUCT ANALYST PORTFOLIO STRATEGY Product Management - United States Description Position at Wind River Product Analyst Portfolio Strategy Location: US San Diego | US...
Senior Investment Analyst - Real Assets University of California Office of the President
- Oakland, CA (21 miles from Pleasanton, CA)
- 29 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 29 days ago
Senior Investment Analyst - Real Assets Location: Oakland Job ID: 79908 Job Posting Senior Investment Analyst, Real Assets UC OFFICE OF THE PRESIDENT The University of California, widely...
Investment Analyst, Global Growth - US
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 30+ days ago
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 30+ days ago
Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management....
- San Jose, CA (20 miles from Pleasanton, CA)
- 45+ days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 45+ days ago
Job Description: Work with the manufacturing and purchase managers to investigate actual-to-budget variances and maintain expenditure controls internally for all kitchen cabinets and related...
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Pleasanton, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Financial Management
- Visual Basic for Applications
- Investment Analysis
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Financial Forecasting
- Equities
- Alternative Investments
- Bloomberg Terminal
- FactSet
- Private Banking
- Financial Services
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Budgeting
- Data Analysis
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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