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Financial Analyst 4

San Ramon, California | Contract

Job ID: 55192 Position: Finance, Financial Analyst Branch: San Ramon


Wollborg Michelson Recruiting is currently conducting a search for a contract Financial Analyst for one of our clients, a large bank organization located in San Ramon, CA. The Financial Analyst will gather and analyze financial information. The Financial Analyst will typically 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 stakeholders.

Job Responsibilities:
  • Prepares monthly unit profitability reports.
  • Conducts research and studies involving financial analysis, strategic planning, cost allocations and transfer pricing.
  • Prepares management reports.
  • Performs monthly reviews and evaluates actual financial performance of the business units and performs variance analysis relative to plan.
  • Analyzes and interprets financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organization developments
  • Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
  • Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
  • Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

  • Verbal and written communication skills, attention to detail, and critical thinking.
  • Strong ability to work independently and manage one’ s time.
  • Strong ability to analyze business trends and project future revenues and expenses.
  • Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
  • Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
  • Working knowledge of MS Office Suite, including master use of Excel; Pivot Tables and V-lookup
  • Expertise in Hyperion

  • Bachelor' s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
  • 8-10 years financial and/or accounting experience required.




Sarah Sachs
Staffing Manager

Sarah has spent over five years in the staffing industry and has treasured every minute of it! She enjoys building and creating long term relationships with candidates and clients. Sarah is dedicated, fun spirited, resourceful, and tenacious. She feels very lucky to be part of Wollborg Michelson with such a strong back bone of tenure and talent. Sarah is living her dream managing her team out of San Ramon. Outside of work Sarah enjoys spending time with her friends and family, watching sports including the San Francisco Giants and Pittsburgh Steelers, being outdoors, reading, and going to concerts.

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