Fixed Income Analyst, Sr. jobs in Petaluma, CA

Fixed Income Analyst, Sr. conducts analysis on debt or fixed income securities in order to make recommendations regarding investment strategy. Stays abreast of trends and news, such as competitive position and financial stability of organizations, in order to identify potential risks. Being a Fixed Income Analyst, Sr. requires a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be a Fixed Income Analyst, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Sr. Financial Analyst
  • Robert Half
  • Petaluma, CA PER_DIEM
  • There is a current need for a Senior Financial Analyst by one of Robert Half's clients. The Senior Financial Analyst will be in charge of driving world class strategic and financial planning methods, developing rolling forecast processes to ensure resources are leveraged with maximum effectiveness, and building long-range operating plans to support business initiatives. Cultivating data-driven planning processes and improving upon monthly and quarterly reporting will be some of your responsibilities as Senior Financial Analyst. This Senior Financial Analyst role will give you the opportunity to become an integral part of the team, which will allow strategic input to the senior leadership of the company. Candidates that have experienced in coordinating various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations, will be better suited for this role. You will give explanations for business reasons for variances and adjusting the outlook models to reflect operational adjustments, as well as, provide variance analysis of bookings, revenues and expenses. This permanent employment opportunity is based in the Petaluma, California area.

    Major responsibilities

    - Produce monthly reporting to business partners on financial results and actions required

    - Work with Accounting on the monthly and quarterly financial close process

    - Get together with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

    - Manage weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting

    - Collect and observe forecasting reports

    - Facilitate effective Business Intelligence (BI) to provide forward-looking insight and decision support

    - Record monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

    - Dissect performance to date and assess potential risks and opportunities

    - Apprehend and analyze internal and external drivers impacting performance and trending

    - Cooperate closely with cross functional partners in Accounting and Operations to execute against plans
  • 1 Day Ago

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Sr. Accountant
  • Robert Half
  • Petaluma, CA PER_DIEM
  • Robert Half is looking to fill a Senior Accountant position on a permanent basis in the Petaluma, California area. As a Senior Accountant, you will be responsible for producing financial statement pre...
  • 1 Day Ago

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Sr. Accountant
  • Robert Half
  • Sonoma, CA PER_DIEM
  • Robert Half is partnering with a growing non-profit looking for their next Senior Accountant. Do you thrive in a fast-paced environment where meticulous attention to detail is paramount? Are you passi...
  • 6 Days Ago

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Sr. Accountant
  • Robert Half
  • Yountville, CA PER_DIEM
  • Robert Half is partnering with a high-end estate looking to add a Senior Accountant to their team. The Food & Beverage- Senior Accountant will play a key role in managing and analyzing financial data ...
  • 18 Days Ago

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Sr. Compliance Engineer (EVSE)
  • Enphase Energy
  • Petaluma, CA FULL_TIME
  • Enphase Energy is a global energy technology company and leading provider of solar, battery, and electric vehicle charging products. Founded in 2006, Enphase transformed the solar industry with our re...
  • 3 Days Ago

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Sr. Accounting Manager
  • Robert Half
  • Petaluma, CA PER_DIEM
  • A well-respected company is looking for a success-driven Sr. Accounting Manager with the help of Robert Half. The Sr. Accounting Manager will supervise the accounting staff while reporting to the Cont...
  • 7 Days Ago

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0 Fixed Income Analyst, Sr. jobs found in Petaluma, CA area

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Information Technology Help Desk Support
  • Sims Metal
  • Richmond, CA
  • About Sims Metal Sims Metal (Sims) is a global leader in metal recycling. With facilities across the globe, Sims plays a...
  • 3/28/2024 12:00:00 AM

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Director, Investment Management
  • Syon Capital
  • San Francisco, CA
  • Director, Investment Management - On-site (San Francisco) Who We Are Syon Capital is a dynamic and highly regarded multi...
  • 3/26/2024 12:00:00 AM

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Director of Clinical Compliance and Risk Management (RN)
  • Petaluma Health Center
  • Petaluma, CA
  • The Petaluma Health Center's mission is to provide high quality health care with access for all in Southern Sonoma Count...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Petaluma, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/26/2024 12:00:00 AM

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Investment Banking Analyst, TMT
  • Jefferies
  • Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
  • 3/25/2024 12:00:00 AM

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Investment Banking Associate, TMT
  • Jefferies
  • Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Rohnert Park, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Sonoma, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Fixed Income Analyst, Sr. jobs
$123,216 to $164,101
Petaluma, California area prices
were up 2.5% from a year ago

Fixed Income Analyst, Sr. in Cleveland, OH
If you want to be a fixed income analyst, you should have great understanding and in depth knowledge of the finance field.
December 31, 2019
Fixed Income Analyst, Sr. in Pierre, SD
The analyst typically has a university degree in finance, accounting, or related field.
December 07, 2019
Fixed Income Analyst, Sr. in Chico, CA
The analyst will be part of the team responsible for developing strategies, engaging in research, and considering implementation and execution issues related to implementing these strategies.
January 27, 2020