Top 10 Financial and Investment Analysts Jobs in San Luis Obispo, CA

Senior Business Services Analyst - SEMSA Business Services
California State University —San Luis Obispo, CA
- Full-time
- Background check
- Analysis skills
- University
- Health insurance
- Dental insurance
13d
Senior Actuarial Analyst - Hybrid
DW Simpson —California
- $160,000 a year
- 5 years
- SQL
- Senior level
Quick Apply
Senior Credit Analyst II
American Riviera Bank —San Luis Obispo, CA
- $97,650 - $146,475 a year
- Full-time
- 5 years
- Bachelor of Science
- Writing skills
Quick Apply
Actuarial Analyst Sr
Amerihealth Caritas —United States
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance

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Financial and Investment Analysts jobs near San Luis Obispo, CA

Senior Business Services Analyst - SEMSA Business Services

California State University -
San Luis Obispo, CA

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Job Details

Full-time
13 days ago

Benefits

Health insurance
Dental insurance
Vision insurance

Qualifications

Cash flow planning
Data analysis reporting
Cash flow monitoring
Governmental accounting
Financial analysis experience
Managing budgets in a finance role
Financial data management
Cash management
Child abuse reporting laws

Full Job Description

Job no: 558930
Work type: Staff
Location: Cal Poly - San Luis Obispo Campus
Categories: Unit 9 - CSUEU - Technical Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Job Summary

Under the general direction of the Assistant Director of Finance and Administration, the Senior Business Services Analyst provides specialized administrative, fiscal, consultative and analytical support for the division. This position assists in the accurate and timely completion of budget development and financial processes; gathers and provides financial and statistical information; and analyzes financial data, patterns and projections. The incumbent leads or coordinates complex and long-term projects supporting division-wide initiatives and presents information and ideas in written or presentation form.

Department Summary

The Division of Strategic Enrollment Management and Student Affairs (SEMSA) promotes student success throughout the Cal Poly experience by providing Learn by Doing opportunities, delivering innovative student-centered programs, supporting personal growth, encouraging lifelong connections, and empowering all students within a safe, inclusive and supportive environment. Student Affairs Administration is responsible for the oversight of services that support the division in operational effectiveness and enhancing the student experience.

Student Affairs Business Services is responsible for the central administration for divisional business services, including operations, finance, and human resources. This unit supports the Vice President of SEMSA to provide oversight of the University's vital student support services. The incumbent is required to interact at the highest levels within the university organization, often in highly sensitive, interpersonal situations.

Key Qualifications

Working knowledge of financial, budgetary, and accounting principles, practices, and best practices applicable to public higher education.
Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management, and cash-flow management.
Working knowledge of Cal Poly and CSU policies and procedures for budget and financial activities, including Campus Administrative Policies (CAP), Collective Bargaining Agreements, Executive Orders, and Coded Memoranda; ability to quickly learn and apply new or updated policies, procedures, and regulations pertaining to fiscal issues.
Strong analytical skills and the ability to gather, interpret, and assess financial and administrative data and information from a variety of sources to develop sound conclusions and make appropriate recommendations.
Ability to define problem areas, collect data, perform preliminary analyses, make appropriate recommendations, and prepare clear and concise analytical comments.

Education and Experience

Equivalent to a bachelor’s degree in a related field and two years of relevant experience. Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.

Salary and Benefits

Anticipated Hiring Range: $77,256 - $90,516 Per Year

Classification Range: $62,136 - $90,516 Per Year

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

Cal Poly

Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.

Please watch the video linked here to learn more about the CSU system.

Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.

Supplemental Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Cal Poly is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Positions are posted for a minimum of 14 calendar days.

Advertised: Jun 30 2026 Pacific Daylight Time
Applications close:

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Financial and Investment Analysts jobs in San Luis Obispo, CA

Senior Business Services Analyst - SEMSA Business Services

Senior Actuarial Analyst - Hybrid

Senior Credit Analyst II

Actuarial Analyst Sr

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