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Financial And Data Analyst Jobs in San Ramon, CA

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 · On-site

$210 - $250/hr

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 ...

Cardless

Data Analyst

San Francisco, CA · On-site +1

$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 ...

SupportFinity™

Lead Data Analyst

San Francisco, CA · On-site

$152 - $210/hr

We created Chime because we believe everyone deserves financial peace of mind. We're looking for a Lead Data Analyst to drive forecasting for key growth and revenue drivers and deliver insights that ...

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 ...

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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 28, 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.

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.

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 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.

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

A financial and data analyst can often work as a financial analyst because both roles involve analyzing financial data, creating reports, and supporting decision-making. However, some financial analyst positions may require specific certifications like CFA or specialized financial knowledge. Transitioning may also involve gaining experience in financial modeling and industry-specific regulations.

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, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $95,502 per year, or $45.9 per hour.

Finance Data Lead

Parafin, Inc

San Francisco, CA • On-site

$210K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 hours ago

Job description

About Us:
At Parafin, we're on a mission to grow small businesses.
Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on.
We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners.
We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities.
Join us in creating a future where every small business has the financial tools they need.
About the Position
We're looking for a Finance Data Lead to sit at the intersection of finance and data engineering on our Finance team. This role requires someone who thinks in queries, models data pipelines, and moves quickly with modern tooling, while also being comfortable discussing a P&L or loan portfolio with senior leadership.
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 Doing:
  • Own financial data workflows end-to-end - from sourcing and transforming raw data (SQL, Python, etc.) to building clean, auditable outputs in Excel or BI tools
  • Build and maintain financial models and dashboards that track key metrics such as origination volumes, revenue run rates, and portfolio performance
  • Respond to ad hoc data requests from Finance, Product, and GTM - quickly, accurately, and with clear documentation
  • Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis, automate repetitive tasks, and surface insights faster
  • Partner with Engineering and Data teams to ensure financial data is correctly structured, accessible, and well-governed
  • Maintain data integrity standards - building in checks, reconciliation logic, and clear audit trails across all financial outputs
  • Support external reporting needs, including materials for investors, lenders, and board-level stakeholders
What We're Searching For:
Must-Haves
  • 4-7 years of experience in a data-heavy role (data analyst, analytics engineer, financial analyst with strong technical depth, etc.)
  • Expert-level Excel/Google Sheets skills (complex models, dynamic arrays, pivot tables)
  • Strong SQL skills - you can write and optimize queries against large datasets independently
  • Hands-on experience with modern AI tools and a genuine curiosity about how to apply them to financial workflows
  • Baseline fluency in corporate finance concepts such as EBITDA, working capital, and structured finance
  • High degree of trust and discretion - you'll have access to sensitive financial data and are expected to handle it responsibly
  • Strong verbal communication skills - you can translate complex datasets into clear, concise narratives
Nice-to-Haves
  • Experience in fintech, lending, or structured finance (familiarity with loan tapes, origination data, or SPV structures is a plus)
  • Proficiency in Python or R for data manipulation and automation
  • Experience with a BI tool (Looker, Tableau, Mode, etc.)
  • Exposure to DBT, Airflow, or similar data pipeline tooling
Why This Role
  • High-impact, high-visibility work - your outputs are presented in executive and investor materials
  • A seat at the table for data infrastructure decisions within the Finance team
  • Opportunity to define processes and tooling in a fast-moving environment
  • Collaborative team that values rigor, speed, and intellectual curiosity
What We Offer
  • Salary Range: $210k-$250k
  • Equity grant
  • Medical, dental, and vision insurance
  • Unlimited PTO
  • Work-from-home flexibility
  • Commuter benefits
  • Free lunches
  • Paid parental leave
  • 401(k)
  • Employee assistance program

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us.

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