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Financial And Data Analyst Jobs in San Ramon, CA

TekVivid

Financial Data Analyst SME 7+

Pleasanton, CA · On-site

Financial Data SME Location: Pleasanton, CA (Hybrid) We are seeking an experienced Financial Data SME with 7+ years of experience in financial data analysis, reporting, and data management. The ideal ...

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Parafin, Inc

Finance Data Lead

San Francisco, CA · On-site

$210K - $250K/yr

You'll be the go-to person for turning raw financial data into clean, trusted, and actionable outputs - owning everything from ad hoc analyses to scalable reporting infrastructure. What You'll Be ...

Parafin

Finance Data Lead

San Francisco, CA · Remote

$210K - $250K/yr

You'll be the go-to person for turning raw financial data into clean, trusted, and actionable outputs -- owning everything from ad hoc analyses to scalable reporting infrastructure. What You'll Be ...

Cardless, Inc

Data Analyst

San Francisco, CA · On-site

$130K - $200K/yr

Analyze operational, product, and financial data to identify trends, diagnose issues, and surface actionable insights * Build dashboards, reporting frameworks, and monitoring tools that improve ...

Rishabh RPO

Data Analyst

San Francisco, CA · On-site

Strategic Data Analyst (Financial) Location: San Francisco, CA Duration: 6 months Description: Duties: Manager's note: We are looking for a Data Analyst with Finance M&A experience. Hybrid role (2 ...

Ōura

Senior Financial Analyst

San Francisco, CA · On-site +1

$100K - $125K/yr

About the Role We are looking for a Senior Data Analyst - Corporate Financial Reporting to join our Data Analytics team in North America. You'll be the analytics lead on the metrics that the Board ...

Oura

Senior Financial Analyst

San Francisco, CA · Hybrid

$100K - $125K/yr

About the Role We are looking for a Senior Data Analyst - Corporate Financial Reporting to join our Data Analytics team in North America. You'll be the analytics lead on the metrics that the Board ...

The Rockridge Group

Data Analyst

Concord, CA

Data Analyst Position Summary We have a need for Data Analyst with experience in data analytics and ... s operations, finance, and CRM salesforce) to gather, analyze and share qualitative and ...

Touro University California

Data Analyst

Vallejo, CA

$74K/yr

Overview The Data Analyst will assist the AVP of Institutional Effectiveness and Academic Planning ... Work closely with cross-functional teams (e.g., IT, Admissions, Financial Aid) to gather data ...

Touro University

Data Analyst

Vallejo, CA

$74K/yr

Work closely with cross-functional teams (e.g., IT, Admissions, Financial Aid) to gather data ... statistical analytical skills • Familiarity with data warehousing concepts and ETL (extract ...

Touro University California

Data Analyst

Vallejo, CA · On-site

$74K/yr

Work closely with cross-functional teams (e.g., IT, Admissions, Financial Aid) to gather data ... statistical analytical skills • Familiarity with data warehousing concepts and ETL (extract ...

Touro University

Data Analyst

Vallejo, CA

$60K - $74K/yr

The Data Analyst will assist the AVP of Institutional Effectiveness and Academic Planning in ... Work closely with cross-functional teams (e.g., IT, Admissions, Financial Aid) to gather data ...

Tata Consultancy Service Limited

Data Analyst

San Jose, CA · On-site

$70K - $109K/yr

Formed a data and analytics steering committee to establish data governance and standardize key ... Vacation, Time Off, Sick Leave & Holidays. • Legal & Financial Assistance: Legal Assistance, 401K ...

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All JobsFinancial And Data Analyst JobsFinancial And Data Analyst Jobs in San Ramon, CA

Financial And Data Analyst information

See San Ramon, CA salary details

$39.1K

$95.5K

$158.7K

How much do financial and data analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for financial and data analyst in San Ramon, CA is $95,502.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $112,300.00 per year, depending on experience, location, and employer.

Can a financial and data analyst work as a financial analyst?

A financial and data analyst can often work as a financial analyst since both roles involve analyzing financial data, creating reports, and supporting decision-making. However, a financial analyst typically requires specific industry knowledge, certifications like CFA, and a focus on financial modeling and valuation. Transitioning may involve gaining relevant certifications and experience in financial analysis tasks.

How does a financial and data analyst typically collaborate with other departments within a company?

Financial and Data Analysts frequently work cross-functionally, partnering with teams such as accounting, marketing, operations, and senior management. They gather and interpret data from various sources, ensuring that business decisions are backed by accurate financial insights. Collaboration often involves presenting findings, creating reports or dashboards, and advising on budgeting or forecasting. Effective communication skills are essential for translating complex data into actionable recommendations for non-technical stakeholders.

What does a financial and data analyst do?

A Financial and Data Analyst is responsible for collecting, analyzing, and interpreting financial data to help organizations make informed business decisions. They use statistical techniques and data visualization tools to identify trends, forecast future performance, and provide actionable insights. Their work often involves preparing financial reports, building financial models, and supporting strategic planning efforts. Analysts collaborate with various departments to ensure data accuracy and support key business initiatives.

What are the key skills and qualifications needed to thrive as a financial and data analyst?

To thrive as a Financial and Data Analyst, you need strong analytical skills, proficiency in financial modeling, and a relevant degree such as finance, economics, or statistics. Expertise in tools like Microsoft Excel, SQL, and data visualization software (e.g., Tableau, Power BI) is typically required, and certifications like CFA or data analytics credentials can be advantageous. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for interpreting data and conveying insights to stakeholders. These skills are essential for making informed business decisions, identifying trends, and supporting strategic planning with accurate, actionable data.

What is the difference between Financial And Data Analyst vs Business Analyst?

AspectFinancial And Data AnalystBusiness Analyst
Required CredentialsBachelor's in Finance, Economics, or Data Science; certifications like CFA or CBAPBachelor's in Business, Management, or related fields; certifications like CBAP or PMI-PBA
Work EnvironmentFinance departments, data teams, consulting firmsBusiness units, project teams, consulting firms
Employer & Industry UsageFinancial services, banking, investment firms, corporate financeIT, consulting, corporate strategy, operations

Financial And Data Analysts focus on analyzing financial data, creating reports, and supporting investment decisions, often working within finance or data teams. Business Analysts evaluate business processes, gather requirements, and recommend solutions to improve operations across various departments. While both roles require analytical skills and some overlapping certifications, their primary focus and industry applications differ.

What are popular job titles related to Financial And Data Analyst jobs in San Ramon, CA? For Financial And Data Analyst jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Financial And Data Analyst jobs in San Ramon, CA look for? The top searched job categories for Financial And Data Analyst jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Financial And Data Analyst jobs? Cities near San Ramon, CA with the most Financial And Data Analyst job openings:
Financial And Data Analyst jobs near you
Infographic showing various Financial And Data Analyst job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $95,502 per year, or $45.9 per hour.

Financial Data Analyst SME 7+

TekVivid

Pleasanton, CA • On-site

Other

Posted 3 days ago

New

Job description

Job Title: Financial Data SME

Location: Pleasanton, CA (Hybrid)

Job Description

We are seeking an experienced Financial Data SME with 7+ years of experience in financial data analysis, reporting, and data management. The ideal candidate will have strong expertise in financial systems, data validation, and business analysis while working closely with finance and technology teams to support strategic initiatives.

Responsibilities

  • Analyze, validate, and reconcile financial data from multiple enterprise systems.
  • Gather and document business requirements for financial reporting and data initiatives.
  • Collaborate with Finance, IT, and business stakeholders to improve data quality and reporting accuracy.
  • Develop and maintain financial dashboards, reports, and KPIs.
  • Perform data mapping, data profiling, and root cause analysis for financial data issues.
  • Ensure compliance with financial controls, governance, and regulatory requirements.
  • Support data migration, system enhancements, and UAT testing.
  • Identify process improvement opportunities and recommend automation solutions.
  • Create functional documentation, business process flows, and data dictionaries.

Required Skills

  • 7+ years of experience in Financial Data Analysis, Business Analysis, or Data Management.
  • Strong knowledge of financial reporting, General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, and financial data lifecycle.
  • Advanced SQL for querying and validating financial data.
  • Strong Excel skills (Pivot Tables, Power Query, VLOOKUP/XLOOKUP).
  • Experience with BI tools such as Power BI or Tableau.
  • Experience with ERP systems such as SAP, Oracle Financials, or Workday Finance.
  • Excellent analytical, communication, and stakeholder management skills.
  • Experience working in Agile environments.

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