Corporate Financial Analyst jobs in United States, California, San Jose
PayPal Sr Analyst Data Analytics United States, California, San Jose
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Essential Responsibilities:
- Lead advanced data analysis projects, applying statistical models and predictive techniques.
- Mentor junior analysts and provide guidance on best practices in analytics.
- Develop actionable insights and recommendations for senior business stakeholders.
- Design, build, and maintain advanced dashboards and data visualizations.
- Partner with business leaders to identify new opportunities for data-driven improvements.
Expected Qualifications:
- 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Additional Responsibilities & Preferred Qualifications
* ideally candidate should have 5yrs - 8 yrs of full time industry experience
* solid understand of business domains and lifecycle
* able to act and solve quickly
* solid in SQL and Python
Travel Percent:
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .
The US national annual pay range for this role is $76,500 to $126,500
Our Benefits:
Any general requests for consideration of your skills, please
These jobs might be a good fit
Ebay Sr. Dir GM Financial Services United States, California, San Jose
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Define and lead the Financial Services vision and business strategy, developing multi-year strategic and financial plans, identifying growth opportunities, and aligning cross-functional execution.
Own the P&L, delivering on financial targets, managing budgets, and driving operational efficiency across the financial services portfolio.
Build and manage strategic partnerships by identifying, negotiating, and overseeing relationships with associations, banks, fintechs, insurers, and other financial institutions.
Oversee business operations to ensure compliance, governance, and excellence in execution across partner and operational processes.
Shape the customer and partner experience by delivering trusted financial solutions that strengthen engagement and retention across eBay’s marketplace.
Collaborate across eBay by working with product, engineering, legal, risk, and finance to scale and sustain financial services innovation.
Represent eBay Services externally with industry partners and stakeholders to advance eBay’s financial services presence and influence.
15-20 years of progressive leadership experience in Financial Services, Payments, or Business Development, ideally within a global technology or financial organization.
Proven success as a General Manager or Business Unit Leader with direct P&L accountability of over $1B.
Deep knowledge of payments, credit, lending, and insurance ecosystems.
Demonstrated success in strategic partnership management and large-scale negotiations.
Strong commercial, financial, and operational acumen.
Executive-level communication, collaboration, and influencing skills across complex organizations.
Experience building high-performing teams and driving measurable business results.
Bachelor’s or Master’s degree in Business, Finance, or a related discipline.
The base pay range for this position is expected in the range below:
$234,000 - $312,400These jobs might be a good fit
Bank Of America Financial Solutions Advisor Registration Candidate - Norther... United States, California, San Diego
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Job Description:
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)These jobs might be a good fit
EY EY-Parthenon - Deals Financial Diligence Buy Side Director United States, California, San Francisco
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With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
Skills and attributes for success
- Ability to handle financial due diligence engagements.
- Experience analyzing financial and operational results of businesses to be acquired or sold through reviewing accounting records and conducting interviews with management.
- Ability to assist clients in the preparation of SEC filings.
- Ability to identify negotiation factors for purchase price and deal structuring.
- Up to date knowledge on industry trends and technologies, as well as seasonality and cyclicality on cash flow requirements to provide knowledge and insight to clients.
To qualify for the role, you must have
- A bachelor's degree in Accounting or Finance and 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience.
- Significant public accounting experience.
- Excellent analytical skills and the confidence to translate complex data into meaningful insights.
- The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts.
- Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
- You must either reside in or be in a commutable distance to your office location for this position.
- The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have
- A proven record of excellence in a mergers or acquisitions transactions role.
- An active CPA certification.
- Experience gained within another large professional services organization.
- Established networking skills in a relevant industry.
- Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $120,400 to $220,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $144,500 to $250,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Financial Solutions Advisor Registration Candidate- San Fran... United States, California, San Francisco
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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)These jobs might be a good fit
PayPal Sr Manager Financial Planning & Analysis United States, California, San Jose
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Essential Responsibilities:
- Business partnering with leaders and VPs and the other cross-functional teams located globally
- Build and retain a strong and effective team
- Oversee month-end close and reporting activities, forecast, variance analysis and reporting of operating expense (as well as Contra)
- Drive continuous process improvements both within the team and with the business
- Provide analysis and recommendations to leadership groups quickly and effectively to drive results
- Ensure strict adherence to corporate policies and GAAP regulations
- Partner with leadership on risk awareness for projects
- Develop key insights to provide finance senior leadership visibility into areas of risk
- Work within finance and technology partners to identify areas of opportunity for improvement
- Prepare and present results and forecasts to senior leaders
- Track and re-trend results against forecasts and budgets
Expected Qualifications:
- 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Travel Percent:
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .
The US national annual pay range for this role is $123,500 to $212,850
Our Benefits:
Any general requests for consideration of your skills, please
These jobs might be a good fit
EY ITTS - International Corporate Tax Advisory Manager FY26 United States, California, San Jose
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As an ICTA manager, you’ll see plenty of recent growth and investment – and you’ll see that reflected in your career. It’s no exaggeration to say you’ll be working on highly publicized projects. The field of tax planning is constantly changing as new laws, regulations and technologies enter the fold, and this is your opportunity to be part of that development.
Your key responsibilities
Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising to global project management. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. This is a highly regulated industry, so it’s all about maintaining our reputation as trusted advisors by taking on bold initiatives and owning new challenges.
Skills and attributes for success
- Identifying and answering complex domestic and international tax issues
- Providing technical tax advice and planning services to a portfolio of projects
- Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements
- Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow
- Constantly developing your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices
- Manage overall engagement, engagement economics and engagement teams across the EY global network; help provide growth and learning opportunities to junior professionals while providing clear and direct feedback on overall performance
To qualify for the role, you must have
- A bachelor's degree and around five years of related work experience or a graduate degree and four years of related work experience
- A US CPA license or US state bar membership
- Tax due diligence, deal-structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
- Ability to succinctly and clearly communicate complex tax concepts to clients
- Experience managing budgets, projects and people
Ideally, you’ll also have
- Strong writing, research, analytical, communication and presentation skills
- Ability to work in fast-paced professional services environment
- Willingness and ability to travel when necessary
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Share
Essential Responsibilities:
- Lead advanced data analysis projects, applying statistical models and predictive techniques.
- Mentor junior analysts and provide guidance on best practices in analytics.
- Develop actionable insights and recommendations for senior business stakeholders.
- Design, build, and maintain advanced dashboards and data visualizations.
- Partner with business leaders to identify new opportunities for data-driven improvements.
Expected Qualifications:
- 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Additional Responsibilities & Preferred Qualifications
* ideally candidate should have 5yrs - 8 yrs of full time industry experience
* solid understand of business domains and lifecycle
* able to act and solve quickly
* solid in SQL and Python
Travel Percent:
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .
The US national annual pay range for this role is $76,500 to $126,500
Our Benefits:
Any general requests for consideration of your skills, please
These jobs might be a good fit
