Top Financial Analyst Jobs in San Francisco Bay Area, CA

The Financial Analyst supports the Sales organization through budgeting, forecasting, commission calculations, and financial performance analysis, while driving strategic initiatives and ad-hoc projects.

The Financial Analyst will partner with the CIO organization on technology budgets, forecasts, long-range plans, monthly close, variance analysis, and financial reporting. Responsibilities include modeling AI, cloud, infrastructure, licensing, and vendor investments; analyzing technology trends; supporting strategic decisions and cost optimization; and presenting insights to finance and technology leadership. The role requires strong Excel and financial modeling skills, clear communication, and the ability to translate technology investments into financial plans.

Own program budgeting, forecasting, spend tracking, financial planning, variance analysis, and reporting. Partner with program managers and department leaders on headcount planning, resource allocation, and accountability. Build financial models, dashboards, and reporting tools, provide strategic insights, and support monthly and quarterly close activities with Accounting and Finance.

Supports strategic finance, corporate development, and FP&A through pricing, unit economics, ROI, GPU financing, M&A diligence, forecasting, planning, reporting, and financial modeling. The role partners with Sales, Marketing, Product, Infrastructure Operations, lenders, investors, and leadership to inform capital allocation, business performance, and growth decisions. It is hybrid in San Francisco with two in-office days weekly.

Performs financial statement, market, industry, and investment analysis for portfolio valuation engagements. Builds valuation models, including discounted cash flow, comparable company, and precedent transaction analyses; researches securities and financial data; prepares client deliverables; supports due diligence, client communications, auditor responses, proposals, invoicing, compliance, and marketing activities.

Develop and enhance quantitative financial models supporting Treasury, asset liability management, interest-rate risk, mortgage hedging, pricing, profitability, and portfolio risk decisions. Analyze fixed income, derivatives, duration, convexity, stress scenarios, deposits, and prepayments. Automate workflows with Python and Excel/VBA, modernize analytics in Snowflake, document model governance, and communicate insights to Treasury, Risk, Credit, Product, and portfolio leaders.

Own the three-statement financial model, monthly forecast consolidation, executive and board reporting, long-range planning, and corporate forecasting. The role partners with Finance Systems and cross-functional stakeholders to maintain planning tools, improve forecast accuracy, support AI-driven finance systems, analyze business performance, and inform strategic decisions. It requires strong financial modeling, communication, presentation, and process-improvement skills.

Prepare SEC filings, financial statements, footnotes, MD&A, disclosures, workpapers, and XBRL tagging. Support SOX compliance, external audits, share-based compensation entries, reconciliations, technical accounting research, and disclosure benchmarking. Collaborate with Legal, Investor Relations, Finance, Accounting, and auditors while improving financial reporting processes and using AI to enhance reporting workflows.

Summer Financial Analysts in Portfolio Valuation develop complex financial models, analyze financial statements, industry conditions, transactions, and publicly traded and privately held securities. They support valuation analyses, gain exposure to complex transactions and multiple industries, collaborate with senior professionals, and may participate in firm marketing efforts.

Analyze and report on loan, deposit, and credit card pricing strategies; develop dashboards and reports; answer banker pricing inquiries; support product strategy; ensure processes comply with risk, audit, and regulatory requirements; prepare executive presentations; and contribute to Treasury projects.

Provides financial analysis, reporting, budgeting, forecasting, regulatory reporting, account reconciliation, investment transaction processing, and financial modeling support for a credit union. Prepares closing packages, board and committee materials, variance reports, cash flow projections, Call Reports, FR2900 reports, and financial statements. Supports accounting, ALCO, budgeting, and finance committees while maintaining procedures and ensuring accurate, timely reporting.

Own recurring FP&A activities including budgeting, forecasting, financial modeling, variance analysis, reporting, and close support. Partner with Operations and other functions to connect operational KPIs to financial results, coordinate accruals, and explain variances. Build automated reporting and scalable finance processes using AI, BI, planning, and ERP tools. The role supports the Strategic Finance Manager and offers growth toward Senior Analyst.

Track and analyze material costs, maintain bill of materials cost data, support purchase approvals, monitor spend against budgets, and report supply chain financial performance. The role includes scrap tracking, cost-savings analysis, KPI preparation, variance commentary, and cross-functional collaboration with Accounting, Logistics, and Global Sourcing Managers in a manufacturing startup environment.

Analyzes financial data, reconciles account activity, investigates discrepancies, verifies transactions, prepares tax and reconciliation reports, and maintains accurate client records. The role also tracks tax identification applications, communicates project status, and supports disbursement management with special projects. Success requires accounting knowledge, intermediate Excel skills, strong attention to detail, analytical ability, organization, and professional communication in a remote, deadline-driven environment.

Own FP&A reporting, financial models, budgeting, forecasting, variance analysis, and profitability analysis. Manage daily cash reporting, thirteen-week cash forecasts, funding transfers, bank reconciliations, borrowing base and covenant reporting, lender packages, and settlement reconciliation. Partner with accounting, brand teams, payroll, and leadership while improving recurring reporting through automation, documentation, and AI-assisted analysis.

Supports commercial real estate capital markets transactions through financial modeling, property evaluations, market and tenant research, database maintenance, and presentation development. The role analyzes leases, operating statements, property performance, and market data using Excel and Argus Enterprise, while communicating findings to internal and external stakeholders. Candidates need a finance, real estate, economics, or related degree, strong analytical and organizational skills, excellent communication abilities, and proficiency in Microsoft Office. Relevant commercial real estate experience and Argus expertise are preferred.

Leads ministry-wide financial reporting and serves as a finance business partner to assigned departments. Responsibilities include preparing executive reports, dashboards, variance analyses, budgets, forecasts, long-range plans, financial models, and decision-support recommendations. The role collaborates on Adaptive Planning and Office Connect reporting, validates financial data, analyzes capital expenditures and investments, supports strategic planning, and may coach other analysts.

The Associate Financial Analyst participates in a three-year finance rotation program across FP&A, business finance, sales finance, and financial systems. Responsibilities include budgeting, forecasting, resource planning, variance analysis, monthly reporting, financial modeling, ad hoc analysis, and process improvement. The role provides mentorship, professional development, and exposure to multiple finance specialties.

As an operational financial analyst, you will manage the financial operations of the Working Capital Fund, perform analysis, prepare reports, and ensure operational readiness in partnership with Air Force and Space Force teams.

Supports financial reporting, planning, forecasting, budgeting, variance analysis, and strategic decision-making for a global reinsurance business. Builds financial models, dashboards, reports, and management packages; analyzes trends, risks, expenses, and business drivers; collaborates with Finance, Claims, and business teams; communicates recommendations; and improves reporting processes, controls, automation, workflows, and documentation.

Partners with R&D and engineering leaders to manage cloud, cellular, and AI infrastructure costs. Responsibilities include financial analysis, monthly and quarterly reporting, month-end close support, annual operating plan preparation, forecasting, KPI development, cost optimization, and improving financial models and reporting processes. The role also presents insights to senior leadership and leverages AI tools to streamline finance workflows.

Reviews accounting practices and financial statements for compliance with federal laws, regulations, OMB circulars, and program policies. Identifies corrective actions for improper expenditures, prepares draft operating budget requests, and supports financial decision-making through analysis. Requires proficiency with spreadsheet and word processing software, knowledge of financial statements, strong communication skills, a relevant undergraduate degree, Public Trust eligibility, and on-site availability.

Leads go-to-market financial planning and analysis, partnering with Sales, Revenue Operations, and Partnerships leadership. Owns GTM reporting, P&L planning, forecasting, variance analysis, financial modeling, pipeline and bookings analysis, sales capacity planning, quota setting, and compensation design. Builds scalable reporting and data solutions using Pigment, Salesforce, Tableau, and SQL while providing strategic insights on pricing, packaging, revenue, and business performance.

Supports financial operations through project setup, profitability monitoring, reconciliations, variance analysis, cash flow modeling, accounts payable, accounts receivable, invoicing, collections, state tax compliance, DCAA compliance, and audit preparation. Partners with project managers, internal finance staff, and outsourced accounting providers while responding to financial process questions and maintaining accurate documentation.

Nine-week summer program supporting investment, portfolio, and financial analysis within a wealth management advisory team. Responsibilities include asset allocation research, scenario modeling, wealth projections, client reporting, portfolio activities, financial tool development, presentations, and strategic projects. Analysts collaborate across the firm, use Excel and emerging AI technologies, participate in training and coaching, and present a capstone recommendation. The role is designed for rising college seniors graduating in 2028.