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Senior Financial Analyst Jobs in Rohnert Park, CA

Controller

Novato, CA · On-site

$145K - $160K/yr

Professional Development opportunities Position Summary The Controller is a senior finance ... Prepare and present financial statements, budgets, variance analyses, cash-flow reports, and ...

Senior Investment Associate

Napa, CA · On-site

$120K - $160K/yr

Senior Investment Associate / Senior Acquisitions Associate Napa, CA (On-Site) A well-established ... Lead and support financial modeling and underwriting for new acquisitions * Analyze market data ...

Senior Investment Associate

Napa, CA · On-site

$120K - $160K/yr

Senior Investment Associate / Senior Acquisitions Associate Napa, CA (On-Site) A well-established ... Lead and support financial modeling and underwriting for new acquisitions * Analyze market data ...

Senior Management Analyst

Sonoma, CA · On-site

$80 - $100/hr

Senior Management Analyst City of Sonoma Updated: 3/4/2019 Definition To provide responsible ... finance, budget and services; to manage various projects and initiatives for the City; and to ...

BSA Compliance Analyst

Santa Rosa, CA · On-site

$100 - $125/hr

Description Under the direction of the SVP, Fraud & BSA Officer, the BSA Compliance Analyst is ... Process Financial Crimes Enforcement Network (FinCEN) 314(a) list searches and prepares package for ...

New

BSA Compliance Analyst

Santa Rosa, CA · On-site

$30.23 - $42.32/hr

Job Type Full-time Description Under the direction of the SVP, Fraud & BSA Officer, the BSA ... Process Financial Crimes Enforcement Network (FinCEN) 314(a) list searches and prepares package for ...

Showing results 21-40

Senior Financial Analyst information

See Rohnert Park, CA salary details

$60.9K

$106.8K

$134K

How much do senior financial analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for senior financial analyst in Rohnert Park, CA is $106,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,700.00 and $118,000.00 per year, depending on experience, location, and employer.

What is a senior financial analyst?

Senior Financial Analysts are experienced finance professionals who analyze financial data, create reports, and provide insights to help organizations make informed business decisions. They often lead financial modeling, budgeting, forecasting, and variance analysis, working closely with management to interpret results and guide strategy. Their role may also involve mentoring junior analysts and presenting findings to executive leadership. Senior Financial Analysts play a critical role in driving financial performance and supporting long-term business planning.

What does a senior financial analyst do?

Financial analysts improve a company’s financial profile by aligning accounting decisions with economic trends. Once they have at least 4-6 years of work experience, financial analysts can advance towards a senior financial analyst role. Senior financial analysts closely examine data, then use their findings to advise on investment decisions. They also supervise other members of the finance department, support forecasting, and prepare financial proposals to be approved by the Chief Financial Officer (CFO).

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

To thrive as a Senior Financial Analyst, you need advanced financial modeling, data analysis, and reporting skills, typically backed by a degree in finance, accounting, or a related field. Familiarity with financial software such as Excel, SAP, Hyperion, and often a CFA or CPA certification is highly valued. Strong attention to detail, problem-solving ability, and effective communication help you interpret complex data and present actionable insights to stakeholders. These skills are crucial for driving strategic business decisions and ensuring accurate financial planning and analysis.

How does a senior financial analyst typically collaborate with other departments within an organization?

Senior Financial Analysts frequently work cross-functionally, partnering with departments such as operations, marketing, and sales to gather data, understand business drivers, and provide financial insights. They often participate in meetings with department heads to discuss budgeting, forecasting, and strategic initiatives. This collaborative approach ensures that financial analysis aligns with organizational goals and supports effective decision-making. Additionally, Senior Financial Analysts may help train junior analysts and present findings to executive leadership, fostering strong communication and teamwork across the organization.

What is the difference between Senior Financial Analyst vs Financial Analyst?

AspectSenior Financial AnalystFinancial Analyst
Required CredentialsBachelor's degree, often CPA or CFA preferredBachelor's degree in finance, accounting, or related field
Work EnvironmentMore strategic, leadership responsibilities, mentoringData analysis, reporting, supporting senior staff
Employer & Industry UsageCorporate finance, investment firms, consultingCorporate, banking, investment, and finance sectors

The main difference is that Senior Financial Analysts typically have more experience, handle complex financial analysis, and may oversee junior staff, while Financial Analysts focus on data collection, reporting, and supporting senior team members. Both roles require similar credentials but differ in responsibility level and strategic involvement.

What are the most commonly searched types of Financial Analyst jobs in Rohnert Park, CA?

The most popular types of Financial Analyst jobs in Rohnert Park, CA are:

What job categories do people searching Senior Financial Analyst jobs in Rohnert Park, CA look for?

The top searched job categories for Senior Financial Analyst jobs in Rohnert Park, CA are:

What cities near Rohnert Park, CA are hiring for Senior Financial Analyst jobs?

Cities near Rohnert Park, CA with the most Senior Financial Analyst job openings:

Infographic showing various Senior Financial Analyst job openings in Rohnert Park, CA as of August 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 67% In-person, 22% Hybrid, and 11% Remote job distribution, with an average salary of $106,810 per year, or $51.4 per hour.

Senior SBA/Commercial Credit Analyst

Redwood Credit Union

Santa Rosa, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New


Job description

Redwood Credit Union is seeking a Senior SBA/Commercial Credit Analyst who will prepare SBA and commercial loan applications in accordance with the Credit Union's underwriting guidelines and influence the quality of credit through guideline adherence. Draft loan recommendations, including analysis of financial and other information, to present in a concise, accurate written form as prescribed by Credit Union without assistance. Assist with administration of the loan portfolio. Provide peer leadership in the areas of credit analysis, SBA processes/procedures and portfolio review. Requires extensive knowledge of the loan requirements for SBA and commercial lending with a demonstrated ability to perform research activities and loan portfolio analyses.
 
Key Responsibilities
Business Loan Functions:
o Review and approve annual portfolio analyses for all BSA loan files.
o Serve as backup to management to support credit and portfolio analysis supervisory activities.
o Assist Credit Analysts and Portfolio Specialists with questions and training needs, including SBA SOP understanding, SBA loan process/procedures, all commercial credit analysis, financial spreading, covenant, and condition management.
o Assist Senior Management in making key business decisions that require knowledge in SBA underwriting and compliance.
o Analyze credit worthiness, including review of tax returns, financial statements, credit reports, business plans, and other relevant information.
o Prepare draft credit recommendation, risk rating recommendation, spreadsheets, and other approval documents.
o Structure credit memos to best meet the Credit Union's risk and profitability requirements while maintaining a competitive position in the marketplace.
o Determine SBA eligibility and ensure compliance with SBA policy.
o Present loans to the Business Loan Committee for approval, when applicable
o Underwrite and generate complete credit memos for all loan products.
o Maintain contact with other credit administration team members through the loan closing process as needed, to ensure all conditions and loan requirements are satisfied, including regulatory compliance.
o Perform periodic review of loans; maintain contact with Members and RCU team members as required.
o Maintain a complete understanding of RCU credit policy and SBA eligibility requirements under the SBA 7(a) and 504 guaranteed loan programs, with ability to assist others with related questions and research independently for unknowns.
o Thoroughly analyze and make recommendations for complex SBA and commercial real estate credits.
o Ensure compliance with pertinent government rules and regulations.
o Manage file through underwriting and approval process, working with loan officer, credit staff, Members, and outside service providers throughout process.
Member Service:
o Provide exceptional service to all Members, volunteers, internal team members and service providers.
o Respond to credit inquires.
o Call Members to request financial information or documentation, as required.
o Answer Member questions as they relate to Business Service deposits and loans.
Other Functions:
o Provide general assistance to Business Services department activities and projects.
o Complete special projects as assigned.
 
Join us and discover why you'll love working at Redwood Credit Union!
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
Why work for Redwood Credit Union?
 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
   Awarded a 5-Star Bauer Rating
  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
   Top Corporate Philanthropists (#24) - San Francisco Business Times
   Voted Best Places to Work in the North Bay 20 years in a row
   World-class Employee Engagement scores
   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
   Industry leading Net Promoter Scores across the U.S.
Minimum Qualification: Knowledge, Skills and Abilities
  • Current knowledge of all laws, rules and regulations pertaining to business/SBA lending and compliance.
  • Highly developed analytical skills for making sound credit decisions.
  • Excellent written and verbal communication skills.
  • Flexibility to manage time with ability to prioritize multiple tasks.
  • Ability to work effectively under deadlines and stress.
  • Ability to thoroughly analyze and make recommendations on an independent basis and demonstrate solid decision-making abilities.
  • Thorough knowledge of all aspects of financial institution business services including lending methods, practices, and services.
  • Knowledge of credit and interest rate economics.
  • Knowledge of asset, liabilities, credit dynamics in a business services lending environment.
  • Skill in the operation of a personal computer with word processing, spreadsheet and presentation software and Intra/Internet access.
  • Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to work independently with minimal supervision.
The ideal candidate has a combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field, and a minimum of five years of experience with commercial financial analysis or underwriting, and a minimum of three years of experience with SBA loans.
 
Compensation: Base starting range: $51.00 to $67.00 hourly commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Redwood Credit Union offers a robust benefits package to our eligible employees including:
  Competitive medical, dental, and vision insurance, mental health offerings
  Employee performance incentive plan
Salary Advancement- Merit increase based on performance
401(k) program with employer match
Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
 
RCU Discounts and Perks:
RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
RCU employees are eligible for a 1% discount on all recreational or boat loan products
2% discount off Visas and LOC Loans through RCU
0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
0% interest on garment, fitness, or home office equipment loan of up to $500
100% financing for employee purchased homes!
 
Physical Requirements:
Ability to stand, bend, stoop, sit, walk, twist, and turn.
Ability to lift up to 15 pounds.
Ability to use a computer keyboard and calculator.
Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
 
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 
                                                  
                                                  We are an Equal Opportunity Employer
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected]. To ensure fairness and consistency, we're unable to respond to individual inquiries about application status.
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