Financial Analyst Jobs in Santa Rosa, 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.
We are seeking an Analyst, focused on the Tech sector. You will work closely with our team to research companies, analyze investments, and contribute to our long-term strategies. Key...
Recommend approval or denial of loans, or approve/deny loans within lending authority. Determine and review legal documentation....
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 11 days ago
- Sonoma, CA (22 miles from Santa Rosa, CA)
- 11 days ago
We are working with an exciting hedge fund specializing in long/short equities and credit, with a strong focus on global and emerging markets. Our client is currently seeking a talented Equities...
Demographic Data for Santa Rosa, CA
Moving to Santa Rosa, CA? Find some basic demographic data about Santa Rosa, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Santa Rosa, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Santa Rosa, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Flexibility
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Capital Markets
- Balance Sheets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Prioritizing
- Written Communication
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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