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Financial Associate Jobs in Berkeley, CA (NOW HIRING)

OpenAI

Structured Finance Sr Associate

San Francisco, CA · On-site

$156 - $260/hr

Structured Finance Sr Associate | OpenAI Careers Structured Finance Sr Associate Strategic Finance ... Deep financial modeling capability, including debt sizing, cash-flow waterfalls, sensitivities ...

Sunrun Inc.

Project Finance Associate

San Francisco, CA · On-site

$123.43 - $164.58/hr

Create and analyze financial models for portfolios of residential solar systems * Support investor due diligence and provide timely responses to due diligence inquiries * Assist with the structuring ...

Sunrun Inc

Project Finance Associate

San Francisco, CA · On-site

$123.43 - $164.58/hr

Create and analyze financial models for portfolios of residential solar systems * Support investor due diligence and provide timely responses to due diligence inquiries * Assist with the structuring ...

Sunrun

Project Finance Associate

San Francisco, CA · On-site

$123K - $164K/yr

Responsibilities ● Create and analyze financial models for portfolios of residential solar systems ● Support investor due diligence and provide timely responses to due diligence inquiries ● ...

Sunrun

Project Finance Associate

San Francisco, CA · On-site

$123K - $164K/yr

Responsibilities • Create and analyze financial models for portfolios of residential solar systems • Support investor due diligence and provide timely responses to due diligence inquiries • ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Berkeley, CA

Financial Associate information

See Berkeley, CA salary details

$37.3K

$86.2K

$169K

How much do financial associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial associate in Berkeley, CA is $86,164.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,200.00 and $94,300.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Berkeley, CA? The most popular types of Financial jobs in Berkeley, CA are:
What are popular job titles related to Financial Associate jobs in Berkeley, CA? For Financial Associate jobs in Berkeley, CA, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Berkeley, CA look for? The top searched job categories for Financial Associate jobs in Berkeley, CA are:
What cities near Berkeley, CA are hiring for Financial Associate jobs? Cities near Berkeley, CA with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Berkeley, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,164 per year, or $41.4 per hour.

Structured Finance Associate, IPP

New Leaf Energy, Inc.

Oakland, CA • On-site

$113K - $131K/yr

Full-time

Re-posted 11 days ago

Job description

New Leaf Energy, Inc. is seeking a Structured Finance Associate to join our team supporting our Power Plants division.

This position may be filled out of our Boston, MA or Lowell, MA, Troy, NY, Chicago, IL or Oakland, CA offices. We value in-person collaboration and offer a hybrid work environment. Hybrid employees work in the office at least two out of every Tuesday, Wednesday, and Thursday and are free to work from the office or home on other days.

Position responsibilities will include, but are not limited to: 

  • Maintain complex, project and portfolio-level financial models to evaluate project returns (IRR, NPV), cash flows, and sensitivities
  • Responsible for providing arm's length pricing to NLE's development company (DevCo) for projects in consideration for sale to NLE's Power Plants Division (IPP)
  • Support Manager of Structured Finance and third party diligence providers in performing diligence on projects offered to IPP by DevCo with respect to real estate, project permitting, and interconnection, and other development items
  • Maintain checklists, schedules and other project management tools required to keep the diligence process organized and allow transactions with New Leaf's DevCo to close quickly and IPP to draw down on funds to move forward in the project construction process
  • Assist Manager of Structured Finance in drafting of project-specific MIPAs between NLE DevCo and IPP using existing template, identifying potential DevCo post closing obligations (PCOs) and inclusion of additional terms that align with IPP's financing arrangements
  • Monitor and ensure compliance with the condition precedents (CPs) agreed to by IPP in existing financing agreement(s) in support of drawing down on committed funds in a timely manner 
  • Manage the day to day operations needed to support the capital structure, including compliance, reporting, and execution of supplemental funding agreements. Execute on the standard work needed for this to run smoothly and efficiently.
  • Support all new capital transactions, including serving as deal support on additional rounds of PPD financing. Perform project management of internal and external resources to ensure efficient execution and a smooth deal close
  • Manage data rooms and respond to investor inquiries during capital-raising processes.
  • Proactively identify and work on new process improvements in coordination with other stakeholders. 
  • Any other duties, as assigned by Manager of Structured Finance.

Desired Qualifications 

While no individual will possess them all, the successful candidate will bring many of the following experiences, skills, and attributes. If you're unsure whether you meet enough of the qualifications below but believe that your experience and skill set is a good match for this position, we invite you to apply!

  • 3-4 years in renewable energy project finance, investment banking, or corporate development, specifically with exposure to solar assets.
  • Bachelor's degree in Finance, Economics, Business, or a related quantitative field
  • Advanced Excel modeling skills (VBA is often a plus) and a deep understanding of Project Finance mechanics.
  • General understanding of tax equity concepts and different project finance deal structures;
  • General understanding of project development lifecycle for renewable energy projects
  • Strong attention to detail and project management skills required;
  • Strong written and verbal communication skills.

Compensation

New Leaf Energy compensates all employees in three ways: market-competitive base salary, plus above-market variable compensation, plus an equity-like program such that all employees experience the benefits of ownership.  We use a data-driven and transparent methodology to calibrate compensation that is externally competitive and internally equitable, guided by the New Leaf Energy compensation manual, which is available to all employees.

Under our compensation framework, the likely base salary range for this position in Oakland is $113,707 -$131,880. The on-target annual cash bonus associated with this position is an additional 10% percent of base salary. Your actual salary may be above, in, or below this range, depending on your location and experience. Our office locations in Lowell, Boston, Oakland, and Chicago all carry geography-based upward adjustments to the base pay range.

We value transparency and can share more during the interview process. 

Apply