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Entry Level Financial Analyst Jobs in San Ramon, CA

Career Group

Entry Level Staff Accountant

San Francisco, CA · On-site

$55K - $65K/yr

... and financial reporting, and grow within a supportive environment. The ideal candidate is highly ... Examine and analyze accounting records to ensure accuracy, completeness, and compliance with ...

New

RSM

Manager - Financial Due Diligence

San Francisco, CA · On-site

$112K - $225K/yr

... detailed financial analyses, and interacting with top-level management to gather pertinent ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...

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All JobsFinancial Analyst JobsEntry Level Financial Analyst JobsEntry Level Financial Analyst Jobs in San Ramon, CA

Entry Level Financial Analyst information

See San Ramon, CA salary details

$15

$31

$60

How much do entry level financial analyst jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for entry level financial analyst in San Ramon, CA is $31.03, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $33.56 per hour, depending on experience, location, and employer.

What is the job of an entry level financial analyst?

Entry-level financial analysts compile budget and income statement forecasts into reports. In this role, you analyze the information for a business and provide advice on how to improve the financial health of the company. As part of your duties, you may look at investments and stocks and provide information on their performance and how the company could better use their assets. You might also provide information on how to reduce operating costs. The entry-level financial analyst presents these findings to company decision-makers, who may not understand the nuances of accounting. Because of this, you may be required to explain your findings at a basic level.

What are the key skills and qualifications needed to thrive as an entry level financial analyst?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and quantitative skills. Familiarity with Excel, financial modeling software, and sometimes experience with databases or ERP systems are typically required, and pursuing certifications like CFA Level I can be advantageous. Attention to detail, effective communication, and organizational abilities are standout soft skills in this role. These competencies are crucial for delivering accurate financial insights, supporting business decision-making, and ensuring reliable reporting within a fast-paced environment.

What are some common challenges faced by entry level financial analysts during their first year, and how can they overcome them?

Entry-level financial analysts often encounter challenges such as managing large volumes of data, meeting tight deadlines for reports, and quickly learning company-specific financial systems. To overcome these hurdles, it's helpful to actively seek mentorship from senior analysts, participate in training sessions to sharpen technical skills, and stay organized with task lists and calendar reminders. Building strong relationships with colleagues in finance and related departments can also provide valuable support and insight, making the transition smoother and more productive.

What is the difference between Entry Level Financial Analyst vs Financial Associate?

AspectEntry Level Financial AnalystFinancial Associate
Required CredentialsBachelor's in Finance, Economics, or related field; often some internship experienceBachelor's degree in Finance, Accounting, or related field; may require some certification
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and reporting tasksFinancial services firms, banks, or accounting firms; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

The main difference between an Entry Level Financial Analyst and a Financial Associate lies in their focus and responsibilities. Financial Analysts primarily analyze data, prepare reports, and support investment decisions, while Financial Associates often handle client interactions, support financial transactions, and assist with account management. Both roles require similar educational backgrounds, but their day-to-day tasks and career paths differ slightly, with Analysts more focused on analysis and Associates on client support.

Can I be an entry level financial analyst with no experience?

Entry level financial analyst positions typically require some knowledge of finance, accounting, or related fields, but many employers are willing to consider candidates with little to no professional experience if they demonstrate strong analytical skills, proficiency in Excel, and a willingness to learn. Internships, relevant coursework, or certifications like the CFA Level I can also improve chances of securing such roles. Employers often provide on-the-job training for entry-level candidates.

Is it hard to get hired as an entry level financial analyst?

Getting hired as an entry level financial analyst can be competitive, as employers often seek candidates with a bachelor's degree in finance, accounting, or related fields, along with strong analytical skills and proficiency in tools like Excel or financial modeling. Relevant internships or certifications such as CFA Level I can improve chances, but the hiring process typically involves multiple interviews and assessments. Overall, persistence and a solid understanding of financial principles are important for success in securing an entry level position.

What is an entry-level financial analyst?

An entry-level financial analyst is a professional who supports financial planning, analysis, and reporting within an organization. They typically perform data collection, financial modeling, and assist with budgeting and forecasting using tools like Excel, often requiring a bachelor's degree in finance, accounting, or a related field.
More about Entry Level Financial Analyst jobs

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The most popular types of Financial Analyst jobs in San Ramon, CA are:

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For Entry Level Financial Analyst jobs in San Ramon, CA, the most frequently searched job titles are:

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Cities near San Ramon, CA with the most Entry Level Financial Analyst job openings:

Entry Level Financial Analyst jobs near you
Infographic showing various Entry Level Financial Analyst job openings in San Ramon, CA as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 84% In-person, 12% Hybrid, and 4% Remote job distribution, with an average salary of $64,549 per year, or $31 per hour.

Entry Level Staff Accountant

Career Group

San Francisco, CA • On-site

$55K - $65K/yr

Full-time

Medical

Posted 3 days ago

New

Key responsibilities

  • Coordinate wires and bill payments.

  • Monitor cash accounts and track cash activity, including upcoming investments, capital calls, investment proceeds, and fund cash/stock distributions.

  • Prepare financial reports, including monthly financials, quarterly reports, annual financial statements with footnotes, and partner capital statements.

Job description

Entry-Level Staff Accountant
San Francisco, CA | $55,000–$65,000 Base + Bonus & Benefits | Hybrid

Our client, a well-established organization with a stable and collaborative team, is seeking an Entry-Level Staff Accountant to join its San Francisco office. This role supports the fund accounting function and works closely with the family office and investment teams. This is an excellent opportunity for a recent Accounting graduate looking to build a strong foundation in fund accounting, gain hands-on experience with investments and financial reporting, and grow within a supportive environment.

The ideal candidate is highly detail-oriented, accurate, organized, and eager to learn. The organization offers strong long-term growth opportunities, a collaborative team environment, and a strong work-life balance.

What You’ll Do

  • Coordinate wires and bill payments.
  • Monitor cash accounts and track cash activity, including upcoming investments, capital calls, investment proceeds, and fund cash/stock distributions.
  • Track investments and maintain accurate investment records and documentation.
  • Examine and analyze accounting records to ensure accuracy, completeness, and compliance with reporting standards.
  • Prepare monthly financials, quarterly reports, annual financial statements with footnotes, and partner capital statements.
  • Assist with carried interest calculations.
  • Prepare capital call and distribution letters, including related calculations and allocations.
  • Monitor portfolio company activity and assist with annual fair market value (FMV) valuations.
  • Maintain investment documents, files, and investor information databases.
  • Assist with investor communications, including distribution of K-1s, capital call/distribution letters, and financial reports.
  • Assist with investor requests, including taxable income estimates, audit confirmations, and account balance inquiries.
  • Support client, LP, and audit requests by gathering and preparing requested information.
  • Assist with month-end and quarter-end close processes.
  • Support the independent financial audit process, particularly from January through April.
  • Prepare ad hoc reports and assist with additional accounting projects as needed.

What We’re Looking For

  • Recent graduate with a degree in Accounting, Finance, or a related field.
  • Up to 1 year of post-graduation experience; candidates with limited professional experience are encouraged to apply.
  • Strong attention to detail and a high level of accuracy.
  • Highly organized with strong follow-through and time-management skills.
  • Coachable, curious, and eager to learn new accounting concepts and processes.
  • Strong work ethic and willingness to take initiative.
  • Tech-savvy with the ability to quickly learn new systems and software.
  • Proficiency in Microsoft Excel; exposure to QuickBooks is preferred.
  • Comfortable working with financial documents, reports, and PDFs.
  • Strong written and verbal communication skills.
  • Interest in developing a long-term career in fund accounting and investment operations.

Schedule & Location

Hybrid schedule based in San Francisco, CA, with an expectation of being in the office 3–4 days per week.

Compensation

$55,000–$65,000 base salary, depending on experience and qualifications, plus bonus opportunity and benefits.