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Professional Financial Jobs in Santa Rosa, CA (NOW HIRING)

Senior Finance Analyst

Rohnert Park, CA ยท Hybrid

$94K - $118K/yr

Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX ... JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park ...

Senior Finance Analyst

Rohnert Park, CA ยท On-site

$94K - $118K/yr

Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX ... JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park ...

Direct Support Professional

Napa, CA ยท On-site

$16.90 - $25/hr

Accompany people as necessary to the activities of their choice daily. * Assist people to budget and manage their finances as indicated. * Assure that the human and civil rights of people served are ...

Accompany people as necessary to the activities of their choice daily. * Assist people to budget and manage their finances as indicated. * Assure that the human and civil rights of people served are ...

DIRECTOR OF FINANCE

Point Reyes Station, CA ยท On-site

$160 - $230/hr

Ensure compliance with local, state, and federal financial regulations. * Oversee tax planning and compliance in partnership with the Staff Accountant and external tax professionals. * Manage the ...

New

Finance Director

Sonoma, CA ยท On-site

$90 - $120/hr

... for online financial activities, including banking and payments. * Represent the department to outside groups and organizations; participate in outside community and professional groups and ...

Strategic Finance Manager

Bodega Bay, CA ยท Hybrid

$130K - $150K/yr

... financial information and forecasts. * Manage, coach, and develop finance team members, promoting their professional growth and enhancing team performance. * Lead ad-hoc projects that drive ...

Showing results 21-40

Professional Financial information

See Santa Rosa, CA salary details

$42.1K

$104.4K

$159.6K

How much do professional financial jobs pay per year?

As of Aug 15, 2026, the average yearly pay for professional financial in Santa Rosa, CA is $104,419.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,500.00 and $121,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the most commonly searched types of Financial jobs in Santa Rosa, CA?

The most popular types of Financial jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Professional Financial jobs?

Cities near Santa Rosa, CA with the most Professional Financial job openings:

Senior Finance Analyst

IDEX

Rohnert Park, CA โ€ข Hybrid

$94K - $118K/yr

Full-time

Medical, Retirement, PTO

Re-posted 12 days ago


Job description

If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.

With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.

JOB TITLE: Sr. Financial Analyst

REPORTING TO: Commercial Finance Manager

LOCATION: Rohnert Park, CA

ITAR/EAR CRITERIA:

Certain positions with IDEX Corporation and its business units require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, U.S. national, lawful permanent resident, or an individual who has been granted refugee or asylum status.

Who is IDEX Health & Science (IH&S)?

As a business unit of IDEX Corporation, IH&S has a long history of driving growth in life sciences and healthcare by embracing innovation and redefining the supplier-customer relationship. The work we do every day allows us to discover key insights and break new ground to create some of the most meaningful technologies that have a lasting impact on companies, industries, and society. One of business segments is called Life Science Optics and we are looking to add more talent to the team.

ESSENTIAL DUTIES:

This commercially focused position will collaborate across the IDEX Health & Science businesses, partnering with product management to profitably grow the business.

Responsibilities Include:

  • Product line analysis in collaboration with the Ops Finance, Engineering and Product Managers to identify opportunities to drive efficiencies and understand impacts of changing business conditions
  • Business partner & liaison with Product Management Leadership providing financial advice and guidance to achieve profitability targets.
    • Partner with broader IH&S team to deploy standard analytical tools and reporting to enable business partners to effectively manage the business.
    • Partners with the Life Cycle Innovation and New Product Innovation teams in developing financial analysis for business case justification and strategic investments.
    • Help & support Product Management with Yearly Pricing process and Price analytics.
  • Assist with forecasting and budgeting process
  • Assist month-end close and reporting activities as needed
  • Leads and/or participates in special projects and assignments.
  • Work with the broader Finance team across IH&S businesses to streamline reporting & processes

EDUCATION AND EXPERIENCE:

  • Bachelor's Degree in Finance or Accounting and/or business discipline
  • Minimum of three (3) years of Accounting or Finance experience, preferably in a manufacturing environment
  • Experience with ERP systems is required, JD Edwards preferred
  • Expert skills in Excel and SAP Web Intelligence; high proficiency in OneStream and other Microsoft Office Applications, Power BI preferred

INTERPERSONAL QUALIFICATIONS

  • Excellent analytical skills with a strong focus on accuracy and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work and contribute in a virtual team environment
  • Self-motivated, focused and able to identify needs and implement solutions with minimal supervision
  • Understanding of fundamental financial concepts, practices, and procedures

TOTAL REWARDS (May Vary by State)

While the full compensation range for this role is listed below, ouranticipated hiring range is $97,000-$110,000. This projected range is an estimate and will vary based on each candidate's experience and qualifications, so it is not a guaranteed offer amount. This position may also be eligible for a performance-based bonus plan.

Location:

This position is a hybrid role onsite minimum 2 days per week. Applicants should be located close enough to commute to an IH&S facility when needed.

Benefits Package

Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page: https://www.idexcorp.com/careers/our-benefit-and-rewards/

IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants:If you are an individual with a disability and require a reasonable accommodation to complete

any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

Total Rewards

The compensation range for this position is $97,000.00 - $145,400.00, depending on experience. This position may be eligible for performance based bonus plan.

Benefits Package

Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page:https://www.idexcorp.com/careers/our-benefits-and-rewards/

IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know.Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

This posting is for an existing vacancy.Artificial intelligence is not used to screen, assess or select applicants.

IDEX logo

About IDEX

Sourced by ZipRecruiter

IDEX Corporation is a global leader in fluid and metering technologies, providing a wide range of solutions for various industries. With a diverse portfolio of highly engineered products, IDEX serves customers in sectors such as healthcare, life sciences, food and beverage, water and wastewater, energy, and more. IDEX's innovative solutions help their customers optimize processes, enhance efficiency, and improve safety. IDEX's product offerings include precision fluid handling systems, pumps, valves, meters, dispensing equipment, and other specialty products. These technologies are designed to meet rigorous standards and deliver reliable performance in critical applications.

Industry

Manufacturing

Company size

5,001 - 10,000 Employees

Headquarters location

Lake Forest, IL, US

Year founded

1988

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