Financial Analyst Financial Services in Oakland, CA

Financial Analyst Job Description

Financial analysts must have the ability to effectively communicate across all levels of the organization since they can be highly visible and interact daily with executive management, project team leaders, sales managers and financial professionals. A thorough knowledge of general accounting procedures, reporting and expense analysis, and journal posting is required. A bachelor’s degree in business, accounting or finance is required; an MBA is preferred. A professional certification such as a CPA or CFA is a plus. A minimum of five to 10 years of experience in the banking industry is required, as are excellent technology skills, particularly Microsoft Excel and other financial software.

Typical financial analyst duties:

Analyzing new and existing product lines, promotion spending and service segment costs of the organization

Preparing profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomes

Maintaining confidential financial information

Performing budgeting variance and forecasting analysis for various levels of management

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Salary for Financial Analyst Financial Services in Oakland, CA

97200 - 135675

25th percentile

97200

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

123188

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

135675

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

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25th percentile

50th percentile

75th percentile

Accountant, 5+ Years’ Experience – Financial Services

113063

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Accountant, 3-5 Years’ Experience – Financial Services

96188

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81675

100575

117450

Product Controller, Manager

115088

142425

165375

Product Controller, 3-5 Years’ Experience

90788

131963

147150

Product Controller, 1-3 Years’ Experience

74250

104963

125888

Business Systems Analyst – Financial Services

119813

144450

168413

Internal Wholesaler

66825

80325

95850

Tax Accountant – Financial Services

86400

105975

132638

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