Securities Analyst jobs in Petaluma, CA

Securities Analyst conducts research on organizations within a specific industry in order to make recommendations regarding investment strategy. Stays abreast of trends and news within an industry, such as filings, mergers and acquisitions, competitive position, and financial stability of organizations. Being a Securities Analyst requires a bachelor's degree or in a related area. Typically reports to a manager or head of a unit/department. To be a Securities Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Financial Analyst
  • Clover Sonoma
  • Petaluma, CA FULL_TIME

  • About the role

    An exciting and challenging position exists as a Financial Analyst. Reporting to the Financial Planning and Controller, the selected individual will provide critical support in the creation and analysis of corporate reporting. This individual will be responsible for both developing new reporting and analyzing existing reports.

    As a key member within the finance team, this role is focused on translating many sources of operational, financial, and other data into reporting and analysis useful for making management decisions.

     This role will be expected to obtain and maintain a high-level understanding of the business from both a financial and “real world” perspective and use that understanding to provide insights to the management team.

     

    Responsibilities


    Financial Reporting

     

    1. Prepare/update and analyze regular scheduled reporting.  This occurs in weekly, monthly, quarterly, and annual intervals.
    2. Become a subject matter expert on the makeup and presentation of the financial statements.
    3. Assist in preparation of monthly financial reporting package, including KPIs, variance analyses, and others. Provide insights into the causes and implications of the results.


     Budgeting and Planning


     

    1. Responsible for consolidating multiple sources into a single model for analysis and review.
    2. Translate sales volume assumptions into revenue and COGS projections.


     General Analysis/Other

     

    1. Support the new product development process from a financial/profitability perspective.
    2. Work closely with BI team to develop/ refine reporting within the business intelligence (BI) tool.
    3. Proactively identify and communicate potential efficiencies or process improvements.
    4. Effectively discuss complex financial concepts with those inside and outside the finance organization. 
    5. Perform ad hoc requests/analyses that arise based on business needs at the time. 

     

     

     

    What you bring to the team

     

    • Excellent understanding of GAAP financial statements and how they interact with each other.
    • 2-4 years of FP&A, public accounting, or equivalent experience. Consumer Packaged Goods exposure preferred.  
    • Strong analytical skills with experience analyzing financial results.
    • Advanced level MS Excel a must.
    • Proficiency in MS Word, MS Outlook, MS PowerPoint. INFOR M3 experience is a plus.
    • Excellent written, presentation and verbal communication skill with a strong attention to detail
    • Experience working cross-functionally in a large organization
    • Performance driven with desire to take on increasing levels of responsibility and work in a fast-paced environment
    • Proven success at fostering teamwork and team development

     

    Qualifications

    • Bachelor’s degree in Business, Finance, or a related field

     

    Salary range: $69,400.00 to $81,600.00 per year pending DOE

     

    Benefits at Clover Sonoma:

    • Medical, dental, vision, and life insurance
    • Extensive 401 (k) plan with company contribution
    • Paid vacation and sick time
    • Employee volunteer opportunities
    • Monthly product allotment

    * For eligible employees


    Pursuant to Clover Sonoma’s Drug and Alcohol Free Workplace Policy, applicants to this position are required to take and pass a drug test with results satisfactory to the Company following a conditional offer of employment and before commencing work.

    We value Clover Sonoma’s company culture and values and an ideal candidate would: Have an overwhelmingly positive attitude; Value and listen to other team members; Possess the aptitude for creative problem solving and critical thinking; and Have the courage to do the right thing even when difficult or unpopular.

     

     

     

    About Clover Sonoma

    Third-generation family owned and operated, Clover Sonoma is recognized as a leader at the forefront of the dairy industry with their full line of conventional and organic dairy products. The Petaluma-based company in California’s beautiful Sonoma County has always held themselves to higher industry standards and was the first dairy in the United States to become American Humane Certified for the humane treatment of their animals. In addition, Clover holds their partnership of family-owned dairy farms to a higher standard with its own unique Clover Promise of Excellence -- a set of regulations to ensure the highest level of animal welfare, product quality, and sustainability measures are followed. Clover is also known for their involvement in the community and most notably their infamous mascot, Clo the Cow, who’s witty puns and billboards have been delighting Northern California for over 50 years! With a history of ‘do-gooding’ built into their DNA, Clover was proud to become a Certified B Corporation® in 2016 - meaning that we use business as a force for good by putting people and planet alongside profit.


  • 10 Days Ago

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HRIS Analyst (Administrative Analyst/Specialist, Exempt II)
  • The California State University
  • Sonoma, CA FULL_TIME
  • Application Process This position is open until filled. For full consideration, please submit application, along with cover letter and resume, by 8am on Friday, February 9, 2024. In your cover letter,...
  • Just Posted

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HRIS Analyst (Administrative Analyst/Specialist, Exempt II)
  • Sonoma State University
  • Rohnert Park, CA FULL_TIME
  • HRIS Analyst (Administrative Analyst/Specialist, Exempt II)Job No: 533304Work Type: StaffLocation: SonomaCategories: Unit 9 - CSUEU - Technical Support Services, Probationary, Full Time, Information S...
  • Just Posted

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HRIS Analyst (Administrative Analyst/Specialist, Exempt II)
  • Sonoma State University
  • Sonoma, CA FULL_TIME
  • Application Process This position is open until filled. For full consideration, please submit application, along with cover letter and resume, by 8am on Friday, February 9, 2024. In your cover letter,...
  • Just Posted

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Agricultural Analyst & Compliance Administrator
  • McEvoy Ranch LLC
  • Petaluma, CA FULL_TIME
  • DescriptionMcEvoy Ranch is a 550-acre, family-owned working farm in Petaluma, California. Inspired by her love of Tuscan olive oil, founder Nan McEvoy imported 1,000 seedlings from Italy in 1990, dete...
  • 19 Days Ago

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Accounts Payable Analyst
  • Robert Half
  • Sonoma, CA OTHER
  • Robert Half is seeking a candidate for an Accounts Payable (A/P) Clerk that is able to start asap. This Accounts Payable Clerk role will be located in the Sonoma, California area and will be a long-te...
  • 20 Days Ago

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0 Securities Analyst jobs found in Petaluma, CA area

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Security Analyst (Peoplesoft)
  • Insight Global
  • Berkeley, CA
  • Insight Global is looking for a security analyst to join one of our largest education client's IT Division We are a comp...
  • 3/29/2024 12:00:00 AM

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IT Support & Security Analyst
  • Qualified
  • San Francisco, CA
  • About Qualified: Engage more visitors, book more meetings, and drive more pipeline-right on the website. Powered by AI, ...
  • 3/29/2024 12:00:00 AM

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Sr. IT Operations Security Analyst (CA Only)
  • Partnership HealthPlan of California
  • Fairfield, CA
  • Overview: To effectively maintain, implement, and communicate IT Security, Disaster Recovery and Business Continuity (DR...
  • 3/29/2024 12:00:00 AM

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Investment Banking Senior Analyst
  • GrowthPoint Technology Partners
  • San Francisco, CA
  • GrowthPoint Technology Partners is a leading boutique technology investment bank looking for a talented individual to jo...
  • 3/29/2024 12:00:00 AM

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Sr. Splunk Enterprise Security App Developer (Remote) (BHJOB22048_761)
  • ITmPowered
  • San Francisco, CA
  • Sr. Splunk Enterprise Security App Developer (Remote) - ITmPowered Sr. Splunk Enterprise Security App Developer will dev...
  • 3/27/2024 12:00:00 AM

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2025 Investment Banking Summer Analyst Program, Technology, Communications and Media Group (San Francisco, CA)
  • Oppenheimer & Co. Inc.
  • San Francisco, CA
  • Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-de...
  • 3/27/2024 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

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 Securities Analyst jobs
$138,200 to $202,897
Petaluma, California area prices
were up 2.5% from a year ago

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