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Remote Financial Analyst Jobs in Santa Rosa, CA (NOW HIRING)

Remote Who is IDEX Health & Science (IH&S)? As a business unit of IDEX Corporation, IH&S has a long ... Analyze financial and operational data to identify ways to capture and report on trends, variances ...

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

VP, FP&A Hybrid or Remote If remote, this leader will need to be onsite regularly at the St. Helena/Santa Rosa, CA site, particularly during key planning, business review, and cross-functional ...

Today, Cash App has thousands of employees working globally across office and remote locations ... Reconciliation and financial reporting are essential to running a payments business, and given our ...

FP&A Director

Bodega Bay, CA ยท On-site +1

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Direct the integration of BOM analysis and delivery-team milestone roadmaps into forecast models ...

This role is fully remote or hybrid eligible. Key Responsibilities: Project Finance Modeling * Own ... Direct the integration of BOM analysis and delivery-team milestone roadmaps into forecast models ...

IT Quality Analyst - Remote

Santa Rosa, CA ยท Remote

$73K - $98K/yr

As an IT Quality Analyst, you'll play a critical role in ensuring our software solutions meet the ... financial transactions, and the ability to meet customer-imposed criminal history requirements.

Remote, Must be local to the Napa, CA Area You're the kind of person who brings clarity to ... Our teams collaborate across strategy, service delivery, finance, and operations to create ...

Client Strategy Associate

Napa, CA ยท Remote

$65K - $80K/yr

Remote, Must be local to the Napa, CA Area You're the kind of person who brings clarity to ... Our teams collaborate across strategy, service delivery, finance, and operations to create ...

... financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest ... Today, Cash App has thousands of employees working globally across office and remote locations ...

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Remote Financial Analyst information

See Santa Rosa, CA salary details

$42.1K

$96.3K

$129K

How much do remote financial analyst jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial analyst in Santa Rosa, CA is $96,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,500.00 and $120,800.00 per year, depending on experience, location, and employer.

What is a remote financial analyst?

A Remote Financial Analyst is a finance professional who performs analysis, forecasting, and reporting on financial data for organizations while working from a location outside of a traditional office environment. They use digital tools to analyze financial statements, create reports, and provide recommendations to management. Remote Financial Analysts often collaborate with teams virtually, making strong communication and self-motivation important skills for the role. This job allows for flexibility and can be performed from various locations, as long as there is reliable internet access.

What does a remote financial analyst do?

As a remote financial analyst, your duties are to review accounting, budget, and financial statements, research market positions and economic data, and recommend courses of action based on your analysis. Remote financial analysts can work in a number of fields, including commercial banking, investment banking, wealth management, financial planning, real estate, insurance, and accounting. Your specific responsibilities depend on the industry in which you work. Because you work from home, you need to have strong technical skills and reliable internet access.

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

To thrive as a Remote Financial Analyst, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Proficiency in tools like Microsoft Excel, financial analysis software, and sometimes certifications such as CFA or CPA are typically required. Excellent communication, self-motivation, and time management are critical soft skills for effectively working remotely and presenting findings to stakeholders. These skills are vital for producing accurate financial insights, supporting business decisions, and maintaining productivity in a remote environment.

How does a remote financial analyst typically collaborate with other teams while working offsite?

Remote Financial Analysts often leverage digital communication tools such as video conferencing, instant messaging, and shared cloud platforms to collaborate effectively with colleagues in finance, accounting, and other departments. Regular virtual meetings are common for discussing financial reports, forecasts, and strategic recommendations. Building strong relationships remotely requires proactive communication and clear documentation to ensure alignment on objectives and deadlines. Many organizations also use project management software to track progress and facilitate transparency across teams.

What is the difference between Remote Financial Analyst vs Remote Financial Advisor?

AspectRemote Financial AnalystRemote Financial Advisor
CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonRequires a degree in finance, economics, or related; certifications like CFP or Series 7 are often needed
Work EnvironmentUsually employed by corporations, banks, or investment firms; performs analysis remotely or in-officeOften employed by advisory firms or independently; interacts with clients remotely or in person
Industry UsageCommon in finance, banking, investment firmsCommon in wealth management, financial planning, investment advisory

Remote Financial Analysts focus on analyzing financial data to support investment decisions, while Remote Financial Advisors provide personalized financial planning and advice to clients. Both roles require finance-related credentials and often operate remotely, but their primary functions and client interactions differ.

How much do remote financial analysts make?

Remote financial analysts typically earn between $60,000 and $85,000 annually, with salaries varying based on experience, industry, and location. Senior analysts or those with specialized skills and certifications can earn over $100,000 per year. Many roles also offer bonuses and remote work benefits.

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

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

What are popular job titles related to Remote Financial Analyst jobs in Santa Rosa, CA?

For Remote Financial Analyst jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Remote Financial Analyst jobs in Santa Rosa, CA look for?

The top searched job categories for Remote Financial Analyst jobs in Santa Rosa, CA are:

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

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

Infographic showing various Remote Financial Analyst job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,334 per year, or $46.3 per hour.

Data Analyst, Finance

IDEX

Rohnert Park, CA โ€ข On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago


Key responsibilities

  • Build data models and create processes for financial reporting cycles to ensure data accuracy, consistency, and timeliness.

  • Analyze financial and operational data to identify trends, variances, risks, and opportunities, and present findings to finance leadership.

  • Create dashboards and summaries to support executive-level reporting and contribute to finance and business transformation initiatives.


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:Finance Data & Transformation Analyst

REPORTING TO:Finance Manager, IH&S

LOCATION:Remote

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 Fluidics and we are looking to add more talent to the team.

IDEX Health & Science (IH&S):

IH&S is comprised of six domestic and one international business unit. IH&S is a manufacturing and R&D focused team that sits at the leading edge of high-end fluidic and optical applications for life sciences. Focused on assisting partners at every stage of the development processes, we invest in people and infrastructure to drive bold ideas and pragmatic solutions. With the rich foundation of talent, universities, and supporting businesses, IH&S is the ideal location to elevate your career with fascinating work and endless opportunities.

Our formula for success is simple. We work hard to maintain a culture where you can own your work; you are encouraged to try new ideas in a collaborative environment; and you can apply your skillset to enable our clients to gain a competitive advantage in their own market. At IDEX Health & Science, you will have the opportunity to work with a great group of people, mentor others, and build a great future.

SCOPE OF ROLE:

This position plays a critical role in advancing IH&S's finance data transformation initiatives by focusing on developing and maintaining Power BI dashboards, enabling standardized financial reporting, and translating complex financial and operational data into clear, decision-ready insights. In addition to supporting ongoing reporting needs, this individual will contribute to the design and implementation of scalable data models that support forecasting, KPI tracking, and executive-level performance visibility. Working within an Agile framework, this role will prioritize enhancements and ensure delivery of high-impact analytics solutions that support business performance and strategic decision-making.

ESSENTIAL DUTIES:

  • Building data models and creating processes for monthly, quarterly, and annual financial reporting cycles, ensuring accuracy, consistency, and timeliness of data
  • Analyze financial and operational data to identify ways to capture and report on trends, variances, risks, and opportunities, and present findings to finance leadership
  • Partner with Finance, Accounting, Commercial, IT, and Operations teams to ensure data consistency, and alignment between the tools (dashboards/reports) used for financial reporting and to monitor business performance drivers
  • Maintain and prioritize reporting and analytics backlogs leveraging the Agile framework.
  • Support executive-level reporting by creating clear, concise, and visually compelling dashboards and summaries.
  • Contribute to finance and business transformation initiatives, including automation of reporting processes and improvement of data accessibility and usability
  • Support various workflows by developing financial KPI calculation logic, creating PBI visuals for leadership consumption.
  • Support standardized reporting frameworks and ongoing transformation initiatives related to forecasting, reporting standardization, and data governance

Job Qualifications

  • Bachelor's degree in Finance, Accounting, or related field, with an emphasis in quantitative methods, statistical modeling, and data science.
  • 3+ years of experience in financial analysis, business intelligence, or data analytics roles in a manufacturing financial environment.
  • Strong understanding of and experience with financial accounting concepts including financial reporting, cost accounting, FP&A. and KPI development
  • Understanding of ERP software is required, proficiency in JD Edwards is preferred.
  • Familiarity with Agile/Scrum methodology is preferred. Familiarity with Agile/Scrum outside of traditional software design is ideal.
  • Strong analytical and problem-solving skills with the ability to translate complex business requirements into effective technical solutions.
  • Strong proficiency in Power BI, including DAX and data modeling.
  • Attention to detail, with consistent application of audit trails, versioning, and documented best practices.
  • Excellent communication and presentation skills, with the ability to interact effectively with all levels of the organization.

TOTAL REWARDS (May Vary by State)

While the full compensation range for this role is listed below, our anticipated hiring range is $90,000-$105,000 . 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 remote role; however, we are seeking candidates who reside within reasonable proximity to an IDEX Health & Science (IH&S) location. While daytoday work is performed remotely, occasional onsite collaboration, training, or team events may be required. Applicants should be located close enough to commute to an IH&S facility when needed.

IDEX Health & Science LLC., a Unit of IDEX Corporation is an Equal Opportunity Employer committed to workforce diversity

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 $78,200.00 - $117,200.00, 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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