14 lead financial analyst jobs at 13 companies in Vallejo, CA
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Lead Financial Analyst
San Leandro, California, United States
$129k-$155k/yrOnsiteFull Time
Peterson Holding Company: Family-owned heavy-equipment dealer and services group providing Cat machinery, power systems, trucks, rentals, and technology to contractors.
7+ YOEBachelor's in Accounting/Business/Finance required, minimum 7 years progressive financial analysis experience, leadership/team development experience, FP&A, forecasting, budgeting, capital planning, and strategic analysis.
Power BI, SQL, enterprise planning systems, data integration tools
Albertsons CompaniesNYSE: ACI: Leading food and drug retailer in the United States.
8+ YOEBachelor's degree in finance or related quantitative field; 8+ years of finance and business analytics experience; advanced modeling, data mining, SQL, Power BI, enterprise financial systems, Excel, SmartView, and PowerPoint skills.
SQL, Power BI, Oracle EPM, Microsoft Excel, SmartView, Microsoft PowerPoint
Hyve Solutions: Designs and manufactures custom data center infrastructure solutions.
5+ YOEBachelor’s degree or 5 years relevant experience; leadership in manufacturing preferred; strong financial analysis; able to lead analysts; knowledge of finance procedures; proficient in Windows, MS Word and MS Excel; familiarity with AI tools; experience with international business a plus.
Speak: Private AI language-learning providing conversational tutoring and feedback to learners and businesses.
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.
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/yrHybridFull Time
Bessemer Investors: Privately owned family office providing investment management, wealth planning, and family-office services to high-net-worth individuals and families.
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
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
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.
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
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%.
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
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.
Crusoe: Vertically integrated AI infrastructure and energy.
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
PrologisNYSE: PLD: Publicly traded logistics real estate REIT owning and managing warehouses and infrastructure for global supply-chain customers.
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%.
LazardNew York Stock Exchange: LAZ: Public financial advisory and asset management firm serving corporations, governments, institutions, and private wealth clients.
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.
Senior Manager, Loan Salability & Model Governance
United States or Burlingame
$172k-$238k/yrRemoteFull Time
UpstartNasdaq: UPST: Public AI lending marketplace connecting consumers with banks and credit unions for personal, auto, and home-equity loans.
8+ YOE8+ years in financial services risk, compliance, credit operations, asset quality, or model governance; experience with loan-level quality review, loan salability oversight, repurchase risk, portfolio monitoring, and leading analysts.