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.
- Oakland, CA (21 miles from Pleasanton, CA)
- 2 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 2 days ago
The Senior Financial Analyst will report to the Senior Manager, Financial Planning and Analysis....
Remote Work- Hayward, CA (12 miles from Pleasanton, CA)
- 4 days ago
- Hayward, CA (12 miles from Pleasanton, CA)
- 4 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...
Senior Business Finance Analyst
- Oakland, CA (21 miles from Pleasanton, CA)
- 6 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 6 days ago
Requisition ID # 164310 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&E's Business...
- San Jose, CA (20 miles from Pleasanton, CA)
- 11 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 11 days ago
The Sr Financial Analyst is recognized by peers as the go to subject matter expert and may answer questions from lower-level Financial Analysts in absence of the manager....
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FP&A Analyst (Financial Industry Experience Required)
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 13 days ago
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 13 days ago
Where it all began... In 1951 SF Fire Credit Union first opened its doors from a modest 10? 15? office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one...
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 13 days ago
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 13 days ago
EXAMINATION NOTE: Candidates who meet the Financial Analyst I employment standards will be invited to take an examination online, the week of July 15, 2025....
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 16 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 16 days ago
BUDGET ANALYST I/II Full-Time, Regular Employment Opportunity Salary Rates Effective July 6, 2025 Budget Analyst I $122,718 - 153,397 Budget Analyst II $132,526 - 165,658 The City of Sunnyvale is...
- San Jose, CA (20 miles from Pleasanton, CA)
- 16 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 16 days ago
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
- Mountain View, CA (19 miles from Pleasanton, CA)
- 19 days ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 19 days ago
About the company X is Alphabet's moonshot factory. We are a diverse group of inventors and entrepreneurs who build and launch technologies that aim to improve the lives of millions, even...
Investment Analyst Intern 105571
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 20 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 20 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 21 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 21 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 26 days ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 26 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
- San Jose, CA (20 miles from Pleasanton, CA)
- 27 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 27 days ago
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
Technology Investment Banking, Analyst 3/Associate 1,2,3
- Hayward, CA (12 miles from Pleasanton, CA)
- 30+ days ago
- Hayward, CA (12 miles from Pleasanton, CA)
- 30+ days ago
Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect...
- Oakland, CA (21 miles from Pleasanton, CA)
- 30+ days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 30+ days ago
The Financial Analyst position will report to the Senior Manager, Financial Planning and Analysis....
Remote WorkDemographic 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
- 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
- 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
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Microsoft Power BI
- Strategy Development
- Finance
- Decision Making
- Analytical Skills
- Accounting
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- 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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