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Financial Analyst
Ref No.: 18-11340
Location: Foster City, California
Job Title- Financial Analyst
Job Duration- 03 Months

Job Location- Foster City, CA (Possible contract-to-hire)

(3-7 years of experience)The main function of a financial analyst is conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor's degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.

  • 4-6 yrs experience with Finance or Data Analyst
  • Advanced excel skills (experience with 30-40MB data sets)
  • Power Point Skills (VP level review)
  • Professional mindset
  • Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
  • 3-7 years financial and/or accounting experience required
Responsibility level:
  • xercises independent judgment with minimal direction from supervisor
  • Verbal and written communication skills, attention to detail, and critical thinking (Required)
  • Expert ability to work independently and manage one's time (Required)
  • Expert ability to analyze business trends and project future revenues and expenses (Typically required)
  • Expert knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
  • Expert knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
  • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)
Major Job Duties and Responsibilities:
  • Provide client with recommendations based on business forecast, and industry and economic conditions
  • Present financial findings to client including data affecting investment programs, such as price, yield, stability and future trends in investment risks
  • Present oral and written reports on general economic trends, individual corporations and entire industries
  • Recommend investments and investment timing to companies, investment firm staff, or the investing public
  • Prepare plans of action for investment based on financial analyses
  • Determine the prices at which securities should be syndicated and offered to the public