5 Financial Analyst Jobs in San Ramon, CA
The Surplus Line Association of California is Hiring a Financial Analyst Near San Ramon, CA
- Salary: $65,000
- Full time: Remote
- Non-exempt
- MUST BE A CALIFORNIA RESIDENT
- MS Office (Especially Excel), Tableau
- Proficient technical writing skills
- Strong analytical, organizational, and time management skills
- Background knowledge of accounting principles and practices
- Accessing data from sources such as rating agencies, NAIC database, LEXIS/NEXIS, and other related sources, will review and interpret the financial and other related documents filed to effectively conduct an independent and in-depth analysis of an insurer’s accounts and records to determine the insurer’s present and future financial performance.
- Make meaningful accounting, financial, risk-related, and financial reporting observations for assigned companies.
- Review and verify company filings for compliance and coordinate with senior analysis on deficient filings.
- Complete early warning checklist to identify potential financial and operational issues and concerns.
- Research and inquire into issues impacting an insurer’s operations and/or financial position. Discusses findings critical in nature with team leader or Department manager.
- Calculate and verify financial ratios and prepares related correspondence (if necessary), schedules, tables, charts, and graphs.
- Prepare clear, comprehensive, accurate and concise confidential annual and updated security summary reports. This includes making a confidential recommendation concerning the suitability of the insurer to operate in California and supporting the conclusions reached.
- Update required data accurately into SLA database.
- Respond to phone or written inquiries professionally and in a timely manner.
- Acquire necessary professional and technical knowledge related to job duties (by attending job related education programs and trainings, as well as keeping current with trade publications and journals).
- Assist with special projects as directed by manager.
- Bachelor’s degree in Economics, Management, Accounting, or Finance
- Full medical, dental and vision
- Further education reimbursements
- 401(k) plan
- Paid time off
Job Summary
Full Time
Professional Associations
$78k-96k (estimate)
07/22/2023
05/23/2024
slacal.com
SAN RAMON, CA
25 - 50
1937
TED PIERCE
$10M - $50M
Professional Associations
Related Companies
The job skills required for Financial Analyst include Analysis, Accounting, Financial Reporting, Futures, Economics, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
02/23/2022: Mcallen, TX
Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
02/10/2022: Newark, NJ
Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
12/27/2021: Dallas, TX
They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
12/11/2021: Manchester, NH
Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
01/12/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
12/07/2021: Baltimore, MD
Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
03/03/2022: Omaha, NE
To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
12/27/2021: Youngstown, OH
Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
12/11/2021: Burlington, VT
With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
03/06/2022: Burlington, VT
Step 3: View the best colleges and universities for Financial Analyst.
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