Financial Business Analyst jobs in United States, California, San Jose

Essential Responsibilities:

• Implement key people process, including talent and performance management.
• Coach and develop leaders, offering insights on people, teams, and organizational growth.
• Use data insights identify trends and influence evidence-based decisions for talent attraction, performance, and engagement.
• Support change management initiatives for successful adoption of organizational changes.
• -=Analyze organization effectiveness using data and feedback to assess people and organizational capability, providing consultation on how the organizational structure aligns with strategy and objective.
• Partner with leadership to create solutions for HR challenges.
• Collaborate with Employee Relations to address escalations and recurring people issues.

Expected Qualifications:

• 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
• Experience in a strategic HR role interfacing and influencing leadership.
• Experience leading senior leaders through various talent management processes, including performance management, talent assessments, succession planning and organization design.
• Effective communication and critical thinking skills.
• Demonstrated experience learning and thriving in a constantly changing environment and cultivating relationships across teams.

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

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.

* 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

WHAT YOU’LL DO

• 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.

SKILLS AND EXPERIENCE

• 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 - $312,400

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)

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)

This job collaborates & partners with senior leaders, VPs, and cross-functional teams globally to drive business performance. You will oversee forecasting, budgeting, month-end closing, financial/deal modeling, performance measurement, reporting activities and analysis. Additionally, you’ll drive continuous process improvements, provide quick and effective analysis and recommendations to leadership, and ensure strict adherence to internal and external policies and regulations. You will work to maintain (retain/build) a strong, effective team.

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