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Part Time Financial Analyst Jobs in San Ramon, CA

340B Analyst

Berkeley, CA ยท On-site

$35 - $40/hr

... pharmacy, finance, and procurement teams to ensure proper utilization of the 340B program ... Work Schedule: - Hybrid schedule with part-time remote work and part-time on-site work at our ...

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Part Time Financial Analyst information

See San Ramon, CA salary details

$43K

$98.5K

$131.9K

How much do part time financial analyst jobs pay per year?

As of Jul 4, 2026, the average yearly pay for part time financial analyst in San Ramon, CA is $98,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $123,500.00 per year, depending on experience, location, and employer.

How do part-time financial analysts typically balance multiple projects or clients within limited weekly hours?

Part-time financial analysts often work with several projects or clients simultaneously, requiring strong time management and prioritization skills. They usually coordinate with team members or supervisors to set clear expectations on deliverables and deadlines, and may focus on specific tasks such as data analysis, report preparation, or budget forecasting. Communication is key, as part-time analysts need to keep stakeholders informed of progress and any potential constraints due to their limited availability. Many employers offer flexible scheduling and digital collaboration tools to support workflow efficiency.

What are the key skills and qualifications needed to thrive as a Part Time Financial Analyst, and why are they important?

To thrive as a Part Time Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and a solid understanding of accounting principles, typically supported by a relevant degree in finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases, and sometimes certifications like CFA or CPA are highly valued. Attention to detail, time management, and effective communication are standout soft skills in this role. These skills and qualities are crucial for producing accurate financial reports, supporting decision-making, and efficiently managing tasks within limited working hours.

What is the difference between Part Time Financial Analyst vs Part Time Financial Advisor?

AspectPart Time Financial AnalystPart Time Financial Advisor
CredentialsBachelor's degree in finance, accounting, or related field; often certifications like CFA or CPA are preferredBachelor's degree in finance, economics, or related; certifications like CFP or Series 7 are common
Work EnvironmentCorporate offices, investment firms, or financial departmentsIndependent practice, banks, or financial planning firms
Employer & Industry UsageUsed by corporations, investment firms, and financial departmentsUsed by financial planning firms, banks, and individual clients

The main difference between a Part Time Financial Analyst and a Part Time Financial Advisor lies in their roles and work settings. Financial Analysts focus on analyzing data, preparing reports, and supporting investment decisions within organizations. Financial Advisors, on the other hand, work directly with clients to develop financial plans and investment strategies. Both roles require similar educational backgrounds and certifications but serve different functions within the financial industry.

What does a part time financial analyst do?

A part time financial analyst is responsible for analyzing financial data, creating reports, and providing recommendations to help organizations make informed business decisions. They typically work fewer hours than full-time analysts, often supporting budgeting, forecasting, and financial modeling tasks. Part time financial analysts may also assist with evaluating investments, identifying cost-saving opportunities, and monitoring company performance. Their role is essential for organizations that need expert financial insights but do not require a full-time position.

What Does a Part-Time Financial Analyst Do?

As a part-time financial analyst, you advise a company on its budgets and finance needs. In this role, you may recommend specific actions related to its finances, identify trends within the industry, help the company manage its costs, and forecast future needs or opportunities for growth. Part-time financial analysts also develop relationships with customers, coordinate activities with the leaders of the finance department, help other employees as needed, and communicate both schedules and expectations as needed. Some details of this job vary by company. For example, some part-time financial analysts focus on auditing records and reviewing work done by accountants while other financial analysts focus on external matters of interest to the company.

What are the most commonly searched types of Financial Analyst jobs in San Ramon, CA? The most popular types of Financial Analyst jobs in San Ramon, CA are:
What job categories do people searching Part Time Financial Analyst jobs in San Ramon, CA look for? The top searched job categories for Part Time Financial Analyst jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Part Time Financial Analyst jobs? Cities near San Ramon, CA with the most Part Time Financial Analyst job openings:
Part-Time Financial Services Representative

Part-Time Financial Services Representative

1st United Credit Union

Livermore, CA โ€ข On-site

$22 - $27/hr

Part-time

Posted 7 days ago


Job description

Let's get you a career.

We believe in our employees, and we want them to believe in us. Thatโ€™s why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.

Primary Responsibilities:

  • Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
  • Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
  • Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
  • Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed
  • Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
  • Other duties as assigned

Prerequisites:

  • Must be available to work Saturdays
  • Excellent written and oral communication skills
  • Strong organizational, problem-solving, and analytical skills
  • Detail oriented
  • Basic knowledge of MS Office Suite
  • This position requires at least one year of similar customer service experience
  • High School diploma or equivalent

Hourly Wage will range from $22.00/hour to $27.00/hour. Wages posted are for grades 6F and 7F and will depend on experience.

1st United Credit Union is an Equal Opportunity Employer