Top 69 Investment Jobs in Santa Rosa Ca

Senior Financial Analyst
FTS Inc —Santa Rosa, CA
- $95,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health insurance
Quick Apply
21h
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
Quick Apply
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Real Estate Acquisitions Analyst
Haystack Consultants —Santa Rosa, CA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Credit Analyst I - Wine
First Citizens Bank —Santa Rosa, CA
- $86,250 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Office
1d
Investment Coordinator
Redwood Credit Union —Santa Rosa, CA
- $24 - $31 an hour
- Full-time
- Background check
- Word processing
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Trust Specialist
Exchange Bank —Santa Rosa, CA
- $26 - $33 an hour
- Research
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
Director of Innovation Strategy & Execution
Traditional Medicinals —Rohnert Park, CA
- $160,800 - $211,000 a year
- Full-time
- Hybrid work
- Office
- Agile
- Senior level
Quick Apply
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
17h
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
8d
Commercial Surety Underwriter
Henderson Scott —California
- $130,000 - $200,000 a year
- 5 years
- Bachelor's degree
- Travel
Quick Apply
21h
SBA/Commercial Portfolio Specialist
Redwood Credit Union —Santa Rosa, CA
- $30 - $40 an hour
- Full-time
- Word processing
- Computer literacy
- Data analysis skills
- Paid holidays
- Health insurance
Quick Apply
Senior Director, Strategic Planning and Portfolio Management
Keysight Technologies, Inc. —Santa Rosa, CA
- $192,360 - $351,780 a year
- Full-time
- Remote
- Bachelor of Science
- 11+ years
- Continuous improvement
- Health savings account
- Employee stock purchase plan
SLOT PERFORMANCE MANAGER
GRATON RESORT & CASINO —Rohnert Park, CA
- From $135,000 a year
- Full-time
- Hospitality
- Ability to walk for extended periods
- Research
Financial Solutions Advisor- North Napa Financial Center
Bank of America —Napa, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Senior Portfolio Manager
BANK OF MARIN —Napa, CA
- $132,845 - $185,979 a year
- Full-time
- 7 years
- Office
- Typing
- Health insurance
- Tuition reimbursement
Fund Development Manager
THE 222 —Healdsburg, CA
- $30,000 - $75,000 a year
- Part-time
- Computer literacy
- Mid-level
- Office
- Employee discount
Quick Apply
1d
Director of I.T.
Sonoma Valley Hospital —Sonoma, CA
- $133,700 - $313,300 a year
- Full-time
- Hospital
- Customer service
- 5 years
9d
Associate Banker
BMO Financial Group —Sonoma, CA
- $43,100 - $58,300 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
8d
R&D Technical Project Manager-Vector Network Analysis
Keysight Technologies, Inc. —Santa Rosa, CA
- $138,960 - $231,600 a year
- Full-time
- 5 years
- Bachelor of Science
- Doctor of Philosophy
- Health savings account
- Employee stock purchase plan

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investment jobs near santa rosa ca

Senior Financial Analyst

FTS Inc -
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$95,000 - $110,000 a year
21 hours ago

Benefits

Wellness program
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Pricing
SAP
OneStream
Financial analysis
Finance
Bachelor's degree
Attention to detail
Forecasting
Budgeting
Stakeholder relationship building

Full Job Description

THE ROLE:

This position sits at the intersection of finance and product strategy, working closely with Product Management leadership to help drive profitable growth across the business. The right candidate will be equally comfortable diving into the numbers and building relationships with cross-functional stakeholders.

WHAT YOU'LL DO:

Day to day, you'll dig into product line performance alongside Operations Finance, Engineering, and Product Management, spotting opportunities to run leaner and translating shifting market conditions into actionable insight. You'll act as the go-to financial partner for Product Management leadership, offering guidance that keeps profitability targets on track.

Beyond that, expect to:

Help build and roll out shared analytical tools and reporting standards that give business partners the visibility they need to manage effectively
Team up with the Life Cycle Innovation and New Product Innovation groups, building the financial case behind new investments and strategic initiatives
Support the annual pricing cycle and related analytics for Product Management
Pitch in on forecasting, budgeting, and month-end close as the cycle demands
Take ownership of special projects when they arise
Work with Finance peers across the organization to modernize and simplify reporting workflows

WHAT YOU BRING:

A bachelor's degree in Finance, Accounting, or a related business field, plus three-plus years of relevant experience, ideally in a manufacturing setting. You should be comfortable working within ERP systems (JD Edwards experience is a nice-to-have) and have strong Excel and SAP Web Intelligence chops. Familiarity with OneStream is expected, and Power BI know-how will set you apart.

On the soft-skills side, this role calls for someone detail-oriented and analytically sharp, a natural communicator who thrives in a virtual/hybrid team setting, and self-sufficient enough to identify problems and drive them to resolution without much hand-holding. A solid foundation in core financial principles rounds out the profile.

COMPENSATION:

This role has an anticipated starting range of $95,000 to $110,000, with the broader pay band extending beyond that figure depending on the market.

Where an individual offer lands within that range comes down to experience and qualifications, so treat this as a guide rather than a guarantee. A performance-based bonus may also be part of the package.

Pay: $95,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Wellness program

Education:

Bachelor's (Required)

Experience:

OneStream OR SAP: 2 years (Required)
Financial Analysis: 3 years (Preferred)

Ability to Commute:

Santa Rosa, CA 95402 (Required)

Work Location: In person

Quick Apply

Refine Your Search

investment jobs in santa rosa ca

Senior Financial Analyst

Investment Analyst - AI Trainer

Financial Advisor Associate

Real Estate Acquisitions Analyst

Credit Analyst I - Wine

Investment Coordinator

Trust Specialist

Director of Innovation Strategy & Execution

Financial Advisor

Consulting Actuary

Commercial Surety Underwriter

SBA/Commercial Portfolio Specialist

Senior Director, Strategic Planning and Portfolio Management

SLOT PERFORMANCE MANAGER

Financial Solutions Advisor- North Napa Financial Center

Senior Portfolio Manager

Fund Development Manager

Director of I.T.

Associate Banker

R&D Technical Project Manager-Vector Network Analysis

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