1

Finance Professional Jobs in San Ramon, CA (NOW HIRING)

Strategic Finance Responsibilities Factory is looking for a Strategic Finance hire to be a foundational member of our Finance team. You will partner directly with Sales, Operations, Engineering ...

Qualifications Must-Have * 5+ years of professional finance experience at a recognized institution. * Specialization in a core finance discipline such as corporate finance, investment banking, or ...

New

SAP Functional Lead - Finance

Emeryville, CA · On-site

$160K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The SAP Finance Functional Lead is responsible for the end-to-end ownership of SAP Finance (FI) and Controlling (CO) capabilities, supporting core financial processes including General Ledger ...

Finance Manager

Dublin, CA · On-site

$130K - $160K/yr

Bilingual finance professional with fluency in Chinese and English (both written and verbal communication skills). * Knowledge of working with a Chinese company is preferable.

Finance Director

Suisun City, CA · On-site

$180 - $240/hr

For a finance professional seeking meaningful work, significant responsibility, and the opportunity to leave a lasting organizational impact, this role offers a rare opportunity to share in ...

New

Finance Director

Suisun City, CA · On-site +1

$168K - $204K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For a finance professional seeking meaningful work, significant responsibility, and the opportunity to leave a lasting organizational impact, this role offers a rare opportunity to shape the ...

next page

Showing results 1-20

Finance Professional information

See San Ramon, CA salary details

$27.9K

$103.5K

$151.4K

How much do finance professional jobs pay per year?

As of Aug 16, 2026, the average yearly pay for finance professional in San Ramon, CA is $103,517.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $121,800.00 per year, depending on experience, location, and employer.

What is the difference between Finance Professional vs Financial Analyst?

AspectFinance ProfessionalFinancial Analyst
Required CredentialsOften a degree in finance, accounting, or related field; certifications like CFA or CPA are commonTypically a degree in finance, economics, or accounting; CFA certification is advantageous
Work EnvironmentVaries from corporate finance departments to consulting firms; often involves teamwork and client interactionPrimarily in finance departments, investment firms, or banks; focused on data analysis and reporting
Employer & Industry UsageUsed across industries including banking, corporate finance, and consultingCommon in investment banking, asset management, and corporate finance roles

Both roles require finance-related credentials and are found in similar industries. A Finance Professional has a broader scope, often involved in strategic planning and management, while a Financial Analyst focuses more on analyzing financial data and preparing reports. The choice depends on your career focus—strategic finance or detailed financial analysis.

What is a finance professional?

Finance professionals are experts who manage, analyze, and advise on financial matters for individuals, businesses, or organizations. Their roles can include financial analysis, investment management, financial planning, risk assessment, and ensuring compliance with financial regulations. They may work in areas such as banking, investment, corporate finance, financial planning, or accounting. Finance professionals help clients make informed decisions to optimize their financial health and achieve their economic goals.

What are the key skills and qualifications needed to thrive as a finance professional?

To thrive as a Finance Professional, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting principles, often supported by a degree in finance, accounting, or a related field. Proficiency with financial analysis software, Excel, and familiarity with ERP systems or certifications such as CFA or CPA are highly valued. Exceptional attention to detail, communication skills, and problem-solving abilities help you stand out in this role. These skills are crucial for making sound financial decisions, ensuring compliance, and effectively communicating financial information to stakeholders.

What are some common challenges finance professionals face when working with cross-functional teams?

Finance Professionals often collaborate with departments such as marketing, operations, and IT, which can present challenges due to differing priorities, timelines, and levels of financial literacy. Effective communication is crucial to ensure that financial insights are understood and valued by non-financial colleagues. Additionally, balancing the need for financial control with the flexibility required by other teams often requires strong negotiation and relationship-building skills.

What are the most commonly searched types of Finance jobs in San Ramon, CA?

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

What cities near San Ramon, CA are hiring for Finance Professional jobs?

Cities near San Ramon, CA with the most Finance Professional job openings:

Infographic showing various Finance Professional job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 25% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $103,517 per year, or $49.8 per hour.

Financial Professional

New York Life Stockton

Brentwood, CA

Full-time

Medical, Dental, Vision, Life

Re-posted 28 days ago


Job description

The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines. You'll help solidify your own future as well because you’ll have the opportunity to own your career, while being aligned with a company where hard work is valued and rewarded.


Desired Skills and Experience

  • 4-year College Degree
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others

It is also a plus if you have strong interpersonal management skills, are a self-starter, and capable of working individually as well as in a team environment


Training, Development & BenefitsOur new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

  • In conjunction with in office trainings, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!
  • You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents
  • We have Fast Track to Management opportunities for qualified professionals once established in the career.

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interest and priorities. We had over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #71 on Fortune 100 in 2019
  • Most MDRT2 members in any United States Mutual company 2019
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1799493 7/1/201Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to terminate benefit plans at any time for any reason.2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019