Financial Analyst Jobs in San Rafael, 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.
Budget Analyst/Accountant II (Substitute)
- Alameda, CA (18 miles from San Rafael, CA)
- 8 days ago
- Alameda, CA (18 miles from San Rafael, CA)
- 8 days ago
Budget Analyst/Accountant II (Substitute) About the Employer The Alameda County Office of Education (ACOE) leads with a student-centered vision, innovating in the classroom and building safe and...
- San Francisco, CA (14 miles from San Rafael, CA)
- 10 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 10 days ago
2026 Investment Banking Analyst United States Firm Profile Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, restructuring, liability...
Investment Analyst - Associate
- San Francisco, CA (14 miles from San Rafael, CA)
- 10 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 10 days ago
RETS Associates, on behalf of our client, a fully integrated, Office / Industrial / R&D investor, is seeking an Acquisitions Analyst in their San Francisco office. Analyst reports to the Director...
PGIM Real Estate Investment Analyst (San Francisco, CA/Hybrid)
- San Francisco, CA (14 miles from San Rafael, CA)
- 11 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 11 days ago
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, were always looking for ways to...
Financial Services Analyst (4628C), Technology Licensing - 80180
- Berkeley, CA (14 miles from San Rafael, CA)
- 17 days ago
- Berkeley, CA (14 miles from San Rafael, CA)
- 17 days ago
Financial Services Analyst (4628C), Technology Licensing - 80180 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $101,000 - $128,000 a year 16 hours ago Qualifications...
9788 - Product Portfolio Analyst
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 17 days ago
- Walnut Creek, CA (24 miles from San Rafael, 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 (20 miles from San Rafael, CA)
- 18 days ago
- Oakland, CA (20 miles from San Rafael, CA)
- 18 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%...
Financial Services Analyst (4628C), Technology Licensing - 80180 University of California, Berkeley
- Berkeley, CA (14 miles from San Rafael, CA)
- 18 days ago
- Berkeley, CA (14 miles from San Rafael, CA)
- 18 days ago
Financial Services Analyst (4628C), Technology Licensing - 80180 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome...
Remote Work- San Francisco, CA (14 miles from San Rafael, CA)
- 19 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 19 days ago
Job Title Senior Financial Analyst Job Description Summary The Senior Financial Analyst will serve as dedicated support to a San Francisco-based top fee-earner within the Capital Markets Equity Debt...
- Walnut Creek, CA (24 miles from San Rafael, CA)
- 19 days ago
- Walnut Creek, CA (24 miles from San Rafael, 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...
Investment Banking Analyst, Life Sciences - San Francisco
- San Francisco, CA (14 miles from San Rafael, CA)
- 29 days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 29 days ago
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Healthcare Life Sciences...
Senior Investment Analyst - Real Assets University of California Office of the President
- Oakland, CA (20 miles from San Rafael, CA)
- 30+ days ago
- Oakland, CA (20 miles from San Rafael, CA)
- 30+ 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 Banking Analyst (Technology Sector Focus)
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 30+ days ago
About DC Advisory: DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the...
Investment Analyst. Private Equity
- San Francisco, CA (14 miles from San Rafael, CA)
- 45+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 45+ days ago
Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...
Quantitative Analyst-FSRM-QAS-Banking Book-FSO-Mgr-Multiple Positions-1622485
- San Francisco, CA (14 miles from San Rafael, CA)
- 45+ days ago
- San Francisco, CA (14 miles from San Rafael, CA)
- 45+ days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
Demographic Data for San Rafael, CA
Moving to San Rafael, CA? Find some basic demographic data about San Rafael, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in San Rafael, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in San Rafael, 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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Here are some other career titles that require similar skills
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