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Financial Associate Jobs in San Ramon, CA (NOW HIRING)

Robert Half

Associate Financial Advisor

San Francisco, CA · On-site

$80K - $110K/yr

Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent ... Known for delivering thoughtful, personalized financial guidance, the firm offers an environment ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in San Ramon, CA

Financial Associate information

See San Ramon, CA salary details

$34.1K

$78.6K

$154.2K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in San Ramon, CA is $78,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $86,000.00 per year, depending on experience, location, and employer.

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

What job categories do people searching Financial Associate jobs in San Ramon, CA look for?

The top searched job categories for Financial Associate jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Financial Associate jobs?

Cities near San Ramon, CA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $78,640 per year, or $37.8 per hour.

Associate, Corporate Finance

Uber Technologies, Inc.

San Francisco, CA • On-site

Full-time

Retirement

Re-posted 22 days ago

Uber rating

6.7

Company rating: 6.7 out of 10

Based on 117 frontline employees who took The Breakroom Quiz

4th of 9 rated taxi private hire

Job description


About the Role
As an Associate, Corporate Finance, you will join our Strategic Finance team and play a key role in shaping financial strategy and decision-making across the business.
As the primary Finance Business Partner for our Policy & Communications organization within G&A Finance, you will provide financial leadership to senior stakeholders by driving planning, forecasting, performance analysis, and investment decision support. You will own the financial planning process for the organization, influence resource allocation decisions, and deliver actionable insights that help leaders achieve their strategic priorities.
This role is ideal for someone who combines strong analytical and financial modeling skills with a collaborative, business-oriented mindset and enjoys solving complex problems in a fast-paced environment.
What You'll Do
  • Serve as the primary finance business partner to senior leaders across the Policy & Communications organization, providing strategic financial guidance and decision support.
  • Own the end-to-end financial planning process, including annual budgeting, quarterly forecasting, long-range planning, headcount planning, and T&E management across approximately 15 cost centers.
  • Develop and maintain robust financial models to evaluate investments, forecast performance, and support business planning and resource allocation decisions.
  • Translate complex financial and operational data into clear, actionable insights and executive-ready recommendations for senior leadership.
  • Drive monthly financial reviews, variance analysis, and performance reporting while identifying opportunities to improve forecasting accuracy and financial discipline.
  • Continuously improve financial reporting, planning processes, and analytical tools to enable greater efficiency, scalability, and decision-making.

Basic Qualifications
  • 2-3 years of experience in Investment Banking, Strategy Consulting, Management Consulting, Corporate Finance, FP&A, or Strategic Finance.
  • Strong financial modeling, analytical, and problem-solving skills with a solid understanding of corporate finance and accounting principles.
  • Excellent communication and stakeholder management skills with the ability to influence cross-functional partners and senior leaders.
  • Demonstrated ability to manage multiple priorities and thrive in a fast-paced, ambiguous environment.
Preferred Qualifications
  • Experience supporting G&A or corporate functions as a finance business partner.
  • Familiarity with SQL or experience working with large datasets to perform financial analysis.
  • Experience with enterprise planning platforms (Adaptive Planning, Pigment, Anaplan) and business intelligence tools (Looker, Tableau).
  • Experience leveraging AI-enabled productivity tools to improve financial analysis, reporting, or planning workflows.
  • Track record of improving finance processes and building scalable planning and reporting solutions in a high-growth environment.

Responsibilities
For San Francisco, CA-based roles: The base salary range for this role is USD $106,000 per year - USD $118,000 per year.
You will be eligible to participate in Uber's bonus program, and may be offered an equity award & other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits.
About Us
Ready to Ride?
This isn't the kind of place where you follow a playbook - it's where you help write one. If you're driven by impact, energized by challenge, and ready to shape how the world moves - we'd love to hear from you.
You may be eligible for bonuses, equity, and other compensation, as well as a range of benefits. Explore our benefits.
Offices remain key to collaboration and Uber's culture. Unless approved for full remote work, employees must spend at least 50% of their time in-office. Some roles, like those at greenlight hubs, require full-time in-office presence. Ask your Recruiter for details about this role's requirements.
Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form.

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