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Financial Analyst—Financial Services in San Diego, 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 organizationPreparing profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomesMaintaining confidential financial informationPerforming budgeting variance and forecasting analysis for various levels of management

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Salary for Financial Analyst—Financial Services in San Diego, CA
88868 - 123615
Low
88868
The candidate is new to the role or has limited experience and is building necessary skills.
Mid
112853
The candidate has moderate experience in the role, meets most requirements or has equivalent transferable skills, and may also have relevant certifications.
High
123615
The candidate has extensive experience and advanced skills for the role, and may also have specialized certifications.
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Our starting salary projections come from a rigorous, multistep process so that our numbers accurately reflect the marketplace. They are based on actual compensation for professionals Robert Half has matched with employers across the country and third-party job posting data from Textkernel that we use to independently validate the salary levels. Starting compensation—pay for someone new to a role—can vary significantly based on a candidate’s skills, experience and certifications, as well as other factors including industry, company size and revenue, and demand for the role. To reflect this variability, we report our salary data in three levels: low, mid and high.