9 lead financial analyst jobs at 8 companies in Santa Rosa, CA
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Lead Business Analyst
San Francisco, California, United States
$160k-$217k/yr OnsiteFull Time
4+ YOE4+ years in analytics or business/finance analytics, advanced SQL, dbt or semantic layer familiarity, AI/LLM applied to analytics, strong financial acumen (LTV/CAC/NRR), and persuasive communication.
SQL, dbt, Semantic layer, AI/LLM
2w
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Information Reporting Lead Analyst
Woodbridge or New York City or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$100k-$130k/yr HybridFull Time
5+ YOERequires 5–7+ years of financial services operations experience, Form 1042-S and nonresident withholding expertise, advanced Microsoft Excel, SQL, VBA, and a bachelor's degree in a related field.
Microsoft Excel, SQL, VBA, FIS Wall Street Concepts (WSC), FIS Global Plus, Salesforce, Jira, PL/SQL, robotic process automation (RPA), artificial intelligence tools
2w
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Regional Marketing Senior Lead Analyst
San Francisco or Beverly Hills
$164k-$245k/yr HybridFull Time
10+ YOEApproximately 10+ years in financial services marketing preferred, bachelor's degree required, expertise in events, content, social and digital marketing, CRM tools, ROI tracking, compliance, and stakeholder engagement.
Salesforce, LinkedIn
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Regional Marketing Senior Lead Analyst
San Francisco, California, United States
$164k-$245k/yr HybridFull Time
10+ YOE10+ years marketing experience in financial services/wealth management preferred; Bachelor’s degree; strong events, content, digital and CRM (Salesforce) skills; ability to mentor, engage senior stakeholders, and travel ~20%.
Salesforce
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Regional Marketing Senior Lead Analyst
San Francisco, California, United States
$164k-$245k/yr HybridFull Time
10+ YOE10+ years marketing experience in financial services/private banking, bachelor's degree, proficiency with Salesforce and digital channels, strong communication, stakeholder management, and metrics-driven marketing skills.
Salesforce, LinkedIn
3mo
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Manager, Finance - Manufacturing
San Francisco, California, United States
$150k-$180k/yr OnsiteFull Time
5+ YOE5+ years in investment banking, FP&A, or corporate finance; strong data center/real estate knowledge; advanced financial modeling and forecasting; excellent communication and collaboration skills.
Financial Modeling Software, BI Visualization Tools, Excel
4mo
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Business Analyst, Home Delivery
Corte Madera, California, United States
$90k-$115k/yr OnsiteFull Time
Strong communication, ability to lead multiple projects, analyze data, collaborate cross-functionally, and build financial dashboards and reports.
Excel, ERP (Oracle), Oracle Smart View
2mo
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Director, Investment Analyst Program
San Francisco, California, United States
$155k-$213k/yr OnsiteFull Time
5+ YOE5+ years experience in talent development, investment management, real estate, financial services, or related fields; strong analytical skills; experience leading early-career development programs; ability to travel up to 30%.
Microsoft Excel, ARGUS
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Associate - Technology
San Francisco, California, United States
$185k-$250k/yr HybridFull Time
2+ YOE2+ years investment banking experience, strong financial modeling and quantitative skills, excellent communication, ability to lead and mentor analysts, Bachelor’s degree required; MBA/JD an asset.