88 Results for

Credit Analyst Jobs in Presidio, CA

Jobs

New!

San Francisco, CAToday

$21–$25 Per Hour

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Santa Clara,, California11 days ago

Contractor

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Santa Clara,, California11 days ago

$80–$85 Per Hour
Contractor

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. The ideal candidate will play a critical role in analyzing, designing, and implementing SAP solutions to optimize business operations and support revenue generation.

Redwood City, CA30+ days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

San Francisco, CA7 days ago

$90,000–$120,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

San Francisco, CA9 days ago

Full-time
Employee

Responsibilities:Analyze key financial metrics, including revenue, costs, operating expenses, and capital expendituresSupport forecasting, budgeting, and long-range planning activitiesPartner with business leaders to evaluate performance and provide actionable financial insightsPrepare executive-level reporting, presentations, and analytical materialsSupport pricing analysis and cost/volume modeling initiativesEvaluate capital investment opportunities and support business case developmentLead or support cross-functional initiatives aimed at improving efficiency and financial performance. Requirements:Bachelor’s degree in Finance, Accounting, or a related quantitative field4+ years of experience in financial analysis, FP&A, or a related roleStrong financial modeling and analytical skillsAbility to interpret financial statements and performance driversStrong communication skills and experience partnering with senior stakeholders.

San Francisco, California30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

In this role, you will leverage your expertise in private credit transactions and analysis, including direct lending, unitranche facilities, mezzanine financing, sponsored lending, middle market credit underwriting, loan documentation and structuring, covenant negotiation, collateral analysis, portfolio monitoring, distressed and special situations investing, asset-based lending, and recovery analysis to support the training of AI systems. Deliver curated, high-quality data for scenarios involving direct lending transactions, credit underwriting and analysis, loan structuring, covenant negotiation, sponsor due diligence, portfolio company monitoring, collateral valuation, distressed debt investing, and special situations analysis.

San Francisco, CA19 days ago

$55,000–$75,000 Per Year

The services will include the analysis of documents associated with a complex transaction or series of transactions; as well as obtaining and analyzing financial, banking, accounting, and tax records in order to trace the movement of funds, identify assets to pursue for collection or to assess a debtor’s ability to make payments. Will perform detailed review of relevant financial information, including financial statements, credit reports, tax returns, insurance information, real property escrow and lending materials, bank statements and loan applications to third parties, with a view to determining the collectability of assets.

Menlo Park, California30+ days ago

$130,000–$150,000

Located just off Highway 280 in Menlo Park, Sharon Heights Golf & Country Club has been one of the top private golf and country clubs in the United States since opening in 1962. Sharon Heights Golf & Country Club’s Financial Analyst/Controller oversees the Club’s financial operations, ensuring accurate accounting, effective internal controls, and compliance with all regulatory requirements.

Alviso, CA30+ days ago

You’re stepping into a senior credit seat that sits in the middle of the action—working directly with experienced commercial bankers to structure, challenge, and ultimately get deals done the right way. You’ll be the right hand to the Senior Credit Officer, helping scale a growing commercial platform while bringing greater consistency, creativity, and judgment to how credit decisions are made.

Redwood City, CA30+ days ago

This self-motivated position performs Business to Business collections while working with management and Sales to deliver consistent customer service while reaching and exceeding monthly goals & company objectives. -Convert accounts to ACH/Checks from credit card payments as well as promote electronic invoicing Update account information to ensure contact and other required information is current.

San Francisco, CA9 days ago

Full-time

Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Collaborate with business unit leaders across the organization to understand the key drivers behind financial performance and develop tools and resources to drive insights and facilitate data-driven decision making.

Menlo Park, California30+ days ago

$110,000–$130,000 Per Year

You will be responsible for: Collaborate with management on strategic objectives by performing research and developing financial models on topics such as compensation, sales credit, utilization, client/industry data, and return on investment of strategic investments. For over five decades, we've connected the lessons of past failures with tomorrow's solutions to advise clients as they innovate technologically complex products and processes, ensure the safety and health of their users, and address the challenges of sustainability.

New!

Redwood City, CA3 days ago

$32–$42 Per Hour

Additional duties include investigating and resolving compliance issues, contributing to the development and delivery of staff training programs, and preparing reports to management that identify key risks and outline mitigation strategies. Familiarity with banking or credit union regulations such as California Credit Union Law, NCUA Rules and Regulations, Truth in Savings Act, Truth in Lending Act, Expedited Funds Availability Act, the Privacy Act.

Sunnyvale, CA10 days ago

$92,800–$136,070 Per Year

Proofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska: Base Pay Range: 75,000.00 - 110,000.00 USD.

Dublin, California30+ days ago

$32.08–$37.74 Per Hour

Assist in ensuring adherence to applicable federal and state lending regulations including, but not limited to: Truth in Lending Act (TILA), Equal Credit Opportunity Act (ECOA), Fair Credit Reporting Act (FCRA), Fair Lending regulations, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). This role performs risk-based compliance monitoring and quality control reviews of lending activities and assists in identifying potential compliance risks, trends, and control gaps.

San Francisco, California30+ days ago

The position works with other Financial Systems Analyst(s) as a team leader and is expected to coordinate tasks with the Financial Systems Analyst, cooperate on projects, delegate tasks, and act as a mentor and knowledge source. Provide administration and support for other systems that integrate with 3E which includes Chrome River, ARCS, IntApp Risk, IntApp Time, Electronic Records Destruction, and McGuireWoods custom budgeting software.

San Francisco, CA30+ days ago

Full-time

Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. PreferredExperience with international equity investing, global macro investing, sell-side strategy, or cross-country/cross-sector equity research.

San Ramon, CA30+ days ago

$80,941–$121,411 Per Year

NY generally ranges: $80,941-$121,411CA generally ranges: $84,460-$126,690All other locations fall under our General State range: $70,383-$105,575Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. This role focuses on the strategic optimization of AR processes and workflows and providing expert support to the Collections and Cash Application teams by managing special workstreams and driving progress and accountability across teams.

San Francisco, CA9 days ago

Full-time

Headquartered in Irvine, California, HQCA has been rapidly expanding its business in North America through the expansion of products and solutions, including distributed energy solutions, direct-to-homeowner solar sales and financing, and EPC services. Demonstrated track record of successfully working on multiple projects and activities at one time; must possess ability to work effectively under pressure, meet strict deadlines, and complete assignments with little oversight.

Foster City, CA12 days ago

$104,900–$163,000 Per Year

The primary responsibilities for this position are to: perform assigned daily Visa and Debit Processing Services Settlement funds transfer payment instruction setups, provide prompt investigation, detailed issues analysis and appropriate resolutions and/or escalations. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

Dublin, California8 days ago

Qualifications: 3-5 years of experience in compliance roles, preferably within financial services, credit union and/or banking; Strong knowledge of federal and state financial regulations, particularly those related to consumer protection and financial products, including but not limited to: UDAP/UDAAP, Reg E/EFTA, Reg B/ECOA, Reg TISA/Reg DD, Reg Z/TILA/CARD Act. Overview: The Complaint Management & Consumer Protection Compliance Analyst is responsible for helping to ensure daily adherence to the compliance program and proactively rotates through business groups to conduct daily business line QC activities through monitoring and testing.

Dublin, California8 days ago

This role collaborates with business and technology teams to strengthen risk management practices, maintain security and compliance frameworks, and drive continuous improvement in Patelco’s overall security posture. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

San Francisco, California17 days ago

$90,000–$122,000 Per Year

Headquartered in San Francisco, Pattern has a portfolio of 30 power facilities and transmission assets across North America, serving various customers that provide low-cost clean energy to millions of consumers. Work duties include research, data analysis, valuation and risk assessment across a broad range of energy finance and M&A transactions, primarily in wind, solar, battery storage, and transmission.

San Francisco, CA30+ days ago

Full-time

This role reports to the Senior Accounts Payable Manager and involves processing invoices, issuing payments, and handling vendor and employee inquiries. You will play an important role in accurate financial reporting and smooth payment processing while collaborating with teams like FP&A and Procurement.

San Francisco, CA30+ days ago

$130,000–$200,000

The Core Team: You will work alongside top talent, including a founding engineer who did AI research at MILA and at Elon Musk’s SpaceX school, a Head of Risk from Mercury, Stripe, and Circle, and a Payments Engineer from Microsoft and Goldman Sachs. They provide the charge card, reimbursement engine, and vendor marketplace that give families access to state Education Savings Account (ESA) funds, which average $7.5k per child per year.

San Francisco, CA30+ days ago

Full-time

As a Program Banker Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Los Altos, CA11 days ago

$97,000–$153,000 Per Year

With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! This role assists in identifying, evaluating, and prioritizing potential investment opportunities, strategic partnerships, and emerging technology trends aligned with State Farm’s innovation priorities.

San Francisco, California30+ days ago

Remote

$87,027–$138,965 Per Year

Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.

Palo Alto, CA24 days ago

$112,880–$141,100

Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. What You Will Be DoingDeliver complex, high‑stakes legal and business research for attorneys and senior firm leadership using a wide range of digital and print resources; bill research time to client matters as appropriate.

San Francisco, CA9 days ago

Full-time
Employee

Responsibilities:Execute end?to?end collections activities across an assigned customer portfolioProactively engage customers to secure timely payment of outstanding invoicesMonitor aging reports and prioritize collection efforts based on risk and exposureServe as the primary point of contact for customer billing and payment inquiriesProcess and apply customer payments accurately across multiple channelsResearch and resolve unapplied cash, short payments, and billing discrepanciesInvestigate and resolve billing disputes in coordination with internal teamsPrepare AR aging reports, collection metrics, and cash forecasting inputsSupport month?end close activities, including account reconciliations and reportingIdentify trends and contribute insights to improve billing accuracy and collections efficiency. Requirements:3+ years of experience in accounts receivable, collections, or related finance rolesStrong understanding of AR processes, including cash application and dispute resolutionExcellent written and verbal communication skills with a customer?service mindsetExperience working with ERP systems and large data setsAdvanced Excel skills and ability to manage high?volume workloads accurately.

Los Altos, CA11 days ago

$80,600–$123,000 Per Year

Manage Proof of Concept (PoC) Projects: Coordinate end-to-end PoC activities with key stakeholders, including defining objectives, setting up test environments, aligning solution providers and internal teams, and enabling stakeholders to demo startup capabilities. The Scouting & Trends Team learns about the latest startups and trends by networking with founders, venture capitalists, and other thought leaders who are pioneering these technologies.

Palo Alto, CA24 days ago

$97,840–$122,300

In addition, Research Analysts serve as subject‑matter experts in the use of AI‑powered research tools, educating attorneys on effective and responsible adoption, validating AI‑generated outputs, and integrating these technologies into research workflows to improve accuracy, efficiency, and overall productivity. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers.

Oakland, CA30+ days ago

In addition to partnering with state Departments of Corrections, Recidiviz collaborates with and learns from partners – from organizations like the Correctional Leaders Association (CLA) to community based organizations and justice-impacted individuals, whose perspectives guide our work. Leading technical delivery for a set of state partners: breaking down roadmaps into well-scoped tickets with owners and deadlines, coordinating handoffs across data, engineering, and product teams, and keeping the team unblocked and on track.

Oakland, CA30+ days ago

Remote

In addition to partnering with state Departments of Corrections, Recidiviz collaborates with and learns from partners – from organizations like the Correctional Leaders Association (CLA) to community based organizations and justice-impacted individuals, whose perspectives guide our work. We're looking for someone who has attention to detail to improve our analysis, creativity and inquisitiveness to identify and solve open-ended problems, clarity to think through complex and variable data, flexibility to adjust in a rapidly evolving environment, and above all else, a collaborative, kind nature to add to our culture.

San Francisco, CA12 days ago

Full-time

Core responsibilities include compiling, validating, and analyzing datasets from Salesforce CRM and internal tracking systems, as well as preparing accurate datasets for third-party engineering teams conducting independent system reviews. MobilityStanding 20% of time Sitting 70% of time Walking 10% of time StrengthPulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity(F = Frequently, O = Occasionally, N = Never)Typing F Handling F Reaching F Agility(F = Frequently, O = Occasionally, N = Never)Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N .

Palo Alto, CA30+ days ago

Full-time

With a commitment to expertise, the SE Ventures team's market insights are viewed as critical inputs in assisting commercial partnerships and guiding the internal innovation strategies of different business lines thereby guiding the long-term vision and strategy of Schneider Electric. The SE Ventures team invests globally in disruptive, mission-driven startups, providing them unparalleled access to capital, expertise and commercial opportunities through Schneider Electric's global network of business leaders, partners, and customers.

Oakland, California14 days ago

$88,000–$95,000 Per Year

Our clinicians and researchers are advancing the field — presenting 50+ times at national/international conferences in 2024 alone, and contributing 20+ publications in peer-reviewed journals like the Journal of Applied Behavior Analysis and Behavior Analysis in Practice (2023–2024). As part of that, we work hard to maintain our Great Place To Work ® status so that everyone is rewarded fairly and earns opportunities for bringing their whole and best selves every day, to allow for the fulfillment of our mission to change the world for children with autism.

New!

San Francisco, CA6 days ago

Shift Timings: 8-hour shift, Responsibilities: Develop and implement clinical policies and procedures, train and oversee staff including behaviorassistants and RBTs. Let me know if you would be interested! can reach out to me at 469-983-2766 or Email-nikhila.balsuguri@protouchstaffing.com

Mountain View, CA30+ days ago

$60–$62 Per Hour
Contractor

Key Requirements and Technology Experience: Key Skills; Financial Analysis & Reporting Cost Analysis and Budget Monitoring Forecasting and Variance Analysis Financial Data Management and Reconciliation Trend Analysis and Business Insights Process Improvement and Financial Automation Financial Systems and Database Management Policy and Procedure Compliance Data Interpretation and Decision Support Confidential Financial Information Management Requires a degree or equivalent experience in Finance, Accounting, Business Administration, or a related field. Key responsibilities include reconciling transactions, maintaining financial databases, ensuring data accuracy, and supporting productivity through automation of accounting processes.

Newark, CA30+ days ago

Full-time

Sales funnel review and development of a forecast tool that links revenue projections to the sales funnel with a clear view of revenue data by customer (along with sales funnel/pipeline by customer) over time to help guide commercial/sales strategy. Drive the work of the finance team to develop a comprehensive multi-year financial projection and the 2026 budget (P&L, B/S, and Cash Flow statements) with details on revenue, growth drivers, and cost of sales by product line families.

Oakland, CA30+ days ago

Department Overview:The Business Finance teams provide financial planning and reporting services and is responsible for providing strategic direction and coordination in respect to strategic functional area planning processes, financial planning, forecasting, analytics, and reporting. Senior Financial Analyst will have a structured hypotheses-based problem-solving mindset with a detailed understanding of the underlying data and data structures of multiple systems to allow in-depth analysis of existing and potential data insights.

San Francisco, CA30+ days ago

Remote

$115,000–$140,000

San Francisco, CA30+ days ago

A global law firm based in California (LA, SF, Palo Alto, Irvine), New York or Washington D.C. is searching for a Senior Financial Business Analyst who will be responsible for analyzing and visualizing business data to support decision-making across various departments of the firm. Strong interpersonal and communication (verbal and written) skills are required to build and maintain effective relationships with senior management, attorneys and staff.

San Francisco, California30+ days ago

Remote

Build and interpret financial models (DCF, comps, scenario analysis) to enhance AI reasoning. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.

New!

San Francisco, CA2 days ago

$60–$65

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

Mountain View, CA30+ days ago

Full-time
Employee

From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes.

Mountain View, CA30+ days ago

Full-time
Employee

You will be responsible for examining user behavior trends, competitive analysis, as well as conducting/reviewing incrementality studies, and developing scalable financial tools to drive strategic decisions and optimize investment levels. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Mountain View, CA30+ days ago

Full-time
Employee

Support Marketing’s resource allocation processes, including headcount and payroll planning, provide data-driven insights to support decision-making, ensuring alignment with business objectives. Support monthly, quarterly and annual financial planning cycles, driving visibility into Google’s Marketing spend and resource planning decisions, contribute to Marketing’s Plan and Annual Planning processes and deliverables.

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