907 results for Cfo Controller jobs

Finance Manager

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.Analyze financial performance, support teams, and drive process improvements.Manage working capital, month-end close, and vendor payments.This is a hybrid position in San Francisco and relevant experience is highly preferred.
2026-03-24T00:00:00Z

Finance Manager

San Leandro, CA
onsite
Permanent
125000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-03-26T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Temporary
60 - 65 USD / Hourly
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling. Responsibilities: • Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review. • Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability. • Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision. • Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance. • Create detailed executive-level financial reports and dashboards to support strategic decision-making. • Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment. • Reconcile and manage large datasets to produce accurate financial reporting and analysis. • Participate in month-end close activities, ensuring timely and accurate financial reporting. • Support senior leadership with data-driven recommendations that enhance organizational strategy. • Continuously refine forecasting processes and models to improve accuracy and efficiency.
2026-03-27T00:00:00Z

Finance Manager

Byron Center, MI
onsite
Permanent
120000 - 140000 USD / Yearly
We are looking for a highly skilled Finance Manager to oversee accounting and financial operations in a manufacturing environment. Based in Byron Center, Michigan, this role is integral to ensuring financial accuracy, compliance, and strategic alignment with the company's goals. The Finance Manager will lead financial planning, reporting, and analysis while fostering collaboration across teams and maintaining strong vendor relationships. Responsibilities:• Manage and maintain accurate financial records, including general ledger entries, accounts payable and receivable, inventory tracking, and cost allocations.• Prepare and deliver timely financial reports, such as balance sheets, income statements, and cash flow statements, ensuring compliance with accounting standards and company policies.• Coordinate and support internal and external audits, ensuring adherence to tax laws, financial regulations, and reporting requirements.• Lead and mentor the finance team, overseeing functions such as accounts payable, accounts receivable, and collections, while collaborating with other departments.• Monitor and manage inventory levels, providing insights on valuation, tracking costs, and reconciling discrepancies through collaboration with supply chain teams.• Develop and manage budgeting and forecasting processes to support financial planning and decision-making.• Conduct financial analysis and cost accounting to identify opportunities for efficiency and profitability.• Oversee IT vendor relationships, ensuring their services align with the organization's business needs.• Implement and maintain internal controls to mitigate financial risks and ensure operational integrity.• Provide strategic financial leadership to support organizational initiatives and cross-functional projects.
2026-03-11T00:00:00Z

Finance Manager

New York, NY
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced Finance Manager to oversee financial operations and ensure the accuracy of accounting records for our organization. This role requires a strong background in financial reporting, payroll management, and nonprofit accounting practices. The ideal candidate will thrive in a dynamic environment, providing timely and accurate responses to inquiries and presenting financial insights to stakeholders. Responsibilities: • Oversee the monthly accounting close process and generate comprehensive financial reports. • Present financial data and insights at Finance Committee and Board of Directors meetings. • Address client inquiries promptly with accurate financial information. • Maintain and manage accounting systems while ensuring the integrity of financial records. • Supervise bi-monthly payroll operations, guaranteeing accurate employee compensation and timely tax payments. • Collaborate with payroll providers to ensure compliance with tax regulations. • Monitor and manage grant accounting processes to align with organizational and regulatory requirements. • Ensure financial statements are prepared in accordance with applicable standards and practices. • Provide strategic financial advice to support organizational goals and objectives.
2026-03-09T00:00:00Z

Finance Manager

Arlington, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Finance Manager to oversee financial operations and guide departmental strategies in accordance with organizational goals. This role requires a strategic thinker who can ensure compliance with regulatory standards while optimizing processes and resources. Based in Dallas, Texas, the ideal candidate will demonstrate strong leadership, analytical skills, and the ability to drive performance improvements. Responsibilities: • Develop and implement plans to ensure compliance with regulatory standards and organizational policies. • Communicate strategies effectively and manage departmental changes to align with organizational goals. • Promote exceptional customer service to enhance satisfaction among patients, employees, and physicians. • Evaluate staff education needs and provide necessary training to support attention to detail and growth. • Maintain a safe work environment by assessing and addressing patient safety requirements. • Oversee financial analysis processes, assigning tasks and reviewing results for accuracy. • Create and monitor annual capital and operational budgets to ensure financial compliance. • Analyze cost-effectiveness when considering new technologies, practices, or products. • Support revenue cycle initiatives to optimize financial performance. • Mentor and manage staff to foster a positive and productive work environment.
2026-03-30T00:00:00Z

Corporate Accountant

Los Angeles, CA
onsite
Permanent
90000 - 110000 USD / Yearly
Confidential Accountant Opportunity – Los AngelesA well-established organization in the Los Angeles area is seeking an experienced Accountant to support corporate accounting operations with a primary focus on accounts payable and general accounting functions.Key Responsibilities<ul><li>Code, enter, and track corporate payables; ensure timely invoice payments</li><li>Communicate directly with vendors regarding accounts payable inquiries</li><li>Maintain and update vendor records, including onboarding new vendors</li><li>Prepare and file annual 1099 forms</li><li>Manage monthly professional fee and expense billing to clients</li><li>Calculate expense allocations per established matrices</li><li>Review, code, and process employee expense reports</li><li>Perform account and bank reconciliations; resolve discrepancies as needed</li><li>Maintain journal entry logs and assist with month-end close processes</li><li>Generate weekly bank balance and accounts receivable aging reports</li><li>Initiate corporate wire transfers</li></ul>
2026-03-23T00:00:00Z

CORPORATE ACCOUNTANT

Greenville, SC
onsite
Permanent
75000 - 85000 USD / Yearly
GET OUT OF PUBLIC and INTO THIS!!! Great opportunity to join this name brand employer that is looking for top talent. Sharp team in place, nice annual bonus, wonderful culture and work-life balance, and chance to really get involved here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn.
2026-03-26T00:00:00Z

Controller (CPA) - hybrid non profit

Boston, MA
onsite
Permanent
140000 - 155000 USD / Yearly
Are you a hands-on finance leader ready to make an impact? Our client, a mission-driven organization in Boston, is seeking a Financial Controller to oversee all accounting operations, drive financial integrity, and mentor a high-performing team. This is more than just a numbers role—it’s an opportunity to shape the financial strategy of an organization committed to meaningful, real-world impact. Why This Role Is Exciting:<ul><li>Lead and enhance accounting operations, audits, and compliance functions</li><li>Ensure accurate financial reporting and robust internal controls</li><li>Drive strategic financial decisions that support organizational growth</li><li>Mentor and develop a talented accounting team in a collaborative environment</li><li>Play a key role in a fast-growing, stable industry with meaningful impact</li></ul>
2026-03-04T00:00:00Z

Financial Reporting Manager

Montpelier, VT
onsite
Temporary
50 - 60 USD / Hourly
We are looking for an experienced Financial Reporting Manager to join our team on a long-term contract basis in Montpelier, Vermont. In this role, you will oversee critical financial reporting processes, ensuring compliance with regulatory standards and delivering accurate, timely reports. This position offers an excellent opportunity to contribute your expertise in GAAP and statutory accounting within a dynamic environment. Responsibilities: • Prepare and manage comprehensive financial reports, including annual and quarterly filings. • Ensure compliance with SEC reporting requirements and other applicable regulations. • Monitor and analyze financial data to produce accurate earnings per share (EPS) calculations. • Oversee the implementation of GAAP and statutory accounting principles in financial reporting processes. • Collaborate with internal teams to streamline reporting workflows and improve data accuracy. • Manage the development and submission of annual financial statements. • Provide insights and recommendations to support decision-making based on financial analysis. • Maintain up-to-date knowledge of industry trends and regulatory changes affecting financial reporting. • Coordinate audits and ensure timely responses to external auditors. • Lead initiatives to enhance reporting systems and tools for improved efficiency.
2026-03-26T00:00:00Z

Financial Reporting Manager

Norristown, PA
onsite
Permanent
0 - 0 USD / Yearly
One of our thriving clients is looking to add a Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis processes, preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-03-16T00:00:00Z

Financial Reporting Manager

Charlotte, NC
onsite
Permanent
125000 - 160000 USD / Yearly
We are looking for a skilled Financial Reporting Manager to oversee the preparation, analysis, and submission of external financial reports in compliance with U.S. Securities and Exchange Commission regulations. This role will play a pivotal part in ensuring the accuracy of quarterly, annual, and periodic filings, while maintaining adherence to technical accounting standards and internal controls. The ideal candidate will collaborate with cross-functional teams and support complex accounting matters to drive organizational efficiency and compliance. Responsibilities: • Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures. • Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&A). • Ensure accurate SEC tagging and compliance with relevant regulations. • Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations. • Maintain robust internal controls and support compliance efforts across the organization. • Collaborate with departments such as legal, investor relations, FP&A, and internal audit to ensure consistency in financial reporting policies. • Assist external auditors with quarterly reviews and annual audit procedures. • Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting. • Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates. • Prepare materials for earnings releases, board meetings, and investor-related reporting.
2026-03-16T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-03-13T00:00:00Z

Financial Reporting Manager

Brentwood, TN
remote
Temporary
60 - 70 USD / Hourly
Our client is looking for an experienced Financial Reporting Manager to join their team based out of Brentwood, Tennessee. This is a contract position where you will play a critical role in ensuring accurate and efficient month-end reporting processes using Oracle Fusion. The ideal candidate will possess strong analytical skills and expertise in financial reporting systems to deliver actionable insights and reliable data outputs. They basically need an Oracle Fusion report writing SME. Responsibilities:• Analyze Oracle Fusion system data to identify optimal sources for accurate financial reporting.• Develop and implement month-end close processes to ensure timely and precise reporting.• Review and enhance prebuilt reports within Oracle Fusion to meet organizational needs and performance standards.• Recreate legacy financial reports and schedules using Oracle Fusion or Excel for data reconciliation. • The client has specifically asked about OTBI, FDI, Narrative Reporting, FCC, Exposure to Oracle EPM• Provide recommendations for improving reporting workflows and leveraging Oracle Fusion functionalities.• Collaborate with stakeholders to understand reporting requirements and translate them into actionable solutions.• Utilize tools such as OTBI and Oracle Smart View for effective data extraction and analysis.• Ensure compliance with annual financial reporting standards and EPS requirements.• Offer expertise in HCM SaaS Oracle Fusion to support reporting and analytics.• Train team members on best practices for using Oracle Fusion and related tools.
2026-03-27T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-03-27T00:00:00Z

Financial Reporting Manager

Saint Paul, MN
remote
Temporary
80 - 100 USD / Hourly
Job Title: Financial Reporting/Technical Accounting Manager Overview:Were is seeking an experienced Financial Reporting professional for a contract assignment to support technical accounting and SEC reporting. Responsibilities:• Perform technical accounting research, draft memos, and address purchase accounting for M&A and other business inquiries• Support SEC reporting, including drafting financial statement footnotes, preparing and reviewing quarter-end files, and assisting with the 10-Q filing• Review financial statements for accuracy and compliance• Provide audit support by resolving auditor questions and furnishing documentation• Consult with the business on technical accounting topics and questions Key Qualifications:• Manager or Senior Manager-level experience in technical accounting and SEC reporting• Public accounting background (Big 4 or similar preferred)• Active Certified Public Accountant (CPA) license required• Strong technical accounting skills including purchase accounting, accounting research, and memo writing• Proven experience supporting SEC reporting, quarter-end closes, and 10-Q filings• Prior experience providing audit support and responding to auditor inquiries• Excellent communication, critical thinking, and problem-solving skills• Experience with enterprise financial reporting software and systems
2026-03-18T00:00:00Z

Financial Reporting Manager

Bridgeport, CT
onsite
Temporary
57 - 66 USD / Hourly
We are looking for a Financial Reporting Manager to join our team. In this long-term contract role, you will play a critical part in overseeing financial reporting processes and ensuring accurate and timely delivery of data to support business decisions. This position offers an opportunity to work within the manufacturing industry, contributing to key financial analyses and forecasting activities. Responsibilities:• Develop and manage financial reports, including income statements, cash flow statements, and budget-to-actual comparisons.• Implement Oracle Onestream for enhanced reporting and data analysis capabilities.• Establish and maintain entity structures and general ledger accounts to ensure streamlined financial operations.• Prepare internal reports for performance tracking, including monthly profit and loss statements and year-over-year analyses.• Conduct detailed financial forecasting and provide insights to support strategic planning.• Monitor and analyze budget variances to identify trends and opportunities for cost optimization.• Generate cash flow reports to assess liquidity and financial stability.• Collaborate with cross-functional teams to improve reporting accuracy and efficiency.• Ensure compliance with industry standards and organizational policies in all financial reporting activities.• Provide actionable recommendations based on financial data to drive business success.
2026-03-30T00:00:00Z

Financial Reporting Manager

Dallas, TX
onsite
Temporary
60 - 70 USD / Hourly
We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis in Dallas, Texas. In this role, you will take on key responsibilities related to financial reporting and reconciliation, focusing on integrating newly acquired assets into consolidated models. This is an exciting opportunity for a detail-oriented individual to contribute to a dynamic environment while leveraging their expertise in financial analysis and reporting. Responsibilities: • Conduct working capital reconciliations, including researching discrepancies and posting necessary adjustments. • Prepare and review purchase accounting entries, collaborating with the team to ensure accuracy. • Update consolidated reporting models to reflect newly acquired assets, including cash flow and asset allocation adjustments. • Configure and test foreign currency transactions within the consolidation model to ensure compliance. • Develop and implement new cash flow requirements for foreign entities to meet additional audit standards. • Assist with ongoing entries related to purchase accounting, such as intangible asset amortization. • Analyze and consolidate financial statements to ensure accuracy and compliance with reporting standards. • Support goodwill impairment testing and purchase price allocation processes. • Utilize advanced Microsoft Excel functions to streamline financial reporting and analysis tasks. • Collaborate with stakeholders to address and resolve complex financial reporting challenges.
2026-03-31T00:00:00Z

Financial Reporting Manager

Irvine, CA
onsite
Temporary
70 - 90 USD / Hourly
We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. In this role, you will provide leadership and technical expertise in financial and regulatory reporting, ensuring compliance and supporting governance activities. Based in Irvine, California, this position offers an exciting opportunity to make an impactful contribution while collaborating with stakeholders at various levels. Responsibilities:• Oversee external financial reporting processes, including audit coordination and related governance activities.• Manage financial regulatory reporting and respond to examination inquiries.• Act as an advisor to bridge technical and regulatory matters between Accounting and Business Finance teams.• Contribute to the design and implementation of internal control and reporting enablement initiatives.• Collaborate with stakeholders to ensure smooth integration and operational efficiency.• Provide knowledge transfer and guidance to internal teams to enhance reporting capabilities.• Support compliance with regulatory standards and requirements, ensuring accuracy and timeliness.• Deliver results independently while maintaining high standards and accountability.
2026-03-30T00:00:00Z

Financial Reporting Manager

Tampa, FL
remote
Temporary
50 - 66 USD / Hourly
We are looking for a skilled Financial Reporting Manager to join our team on a contract basis in Tampa, Florida. In this role, you will leverage your expertise to design, map, and validate financial reports using Sage Intacct, ensuring seamless data integration and accurate reporting. This position is ideal for candidates with strong attention to detail, excellent communication skills, and a background in financial reporting. Responsibilities: • Design and develop financial reports using Sage Intacct to meet organizational needs. • Map and re-create approximately 20 internal financial reports for physician dashboards. • Validate and ensure the accuracy of data by comparing it with existing Venna mappings. • Collaborate with regional controllers, physicians, and executive leadership to gather reporting requirements. • Address post-implementation reporting gaps and optimize the reporting process. • Work with existing financial systems to ensure data consistency and integrity. • Provide ad hoc reporting solutions to meet business needs. • Communicate effectively with stakeholders to explain report functionalities and updates. • Troubleshoot and resolve issues related to reporting and data mapping. • Ensure compliance with industry standards and best practices in financial reporting.
2026-03-31T00:00:00Z

Financial Reporting Manager

Loudonville, NY
remote
Permanent
100000 - 150000 USD / Yearly
Niche client is looking for an experienced Financial Reporting Manager for a Commodities trading business, partnering closely with the COO and senior leadership. This role is essentially the Controller for a physical commodities business. Duties include: accurate financial reporting across physical commodities, derivatives, and inventory; Analyze daily P&L attribution and provide the COO and Partners with positions and P&L reporting; perform daily reconciliation of trading system positions to general ledger balances, broker statements, and exchange clearing reports; oversee inventory accounting across elevators, terminals, port facilities, warehouses, and third-party storage locations; prepare journal entries, account reconciliations, and supporting schedules; drive timely completion of monthly, quarterly, and annual close processes; preparation of financial statements and management reports; develop variance analysis with narrative explanations; prepare monthly financial packages for the COO and Partners; budgets and forecasts; intercompany accounting; prepare elimination entries for consolidation; ASC 815, 820 and 330; daily P&L and mark-to-market reporting, hedge accounting, trading and broker reconciliations, and inventory accounting across the supply chain. This role will have direct exposure to trading operations, senior decision-makers, and opportunities to influence processes in a dynamic trading environment.
2026-03-06T00:00:00Z

Accounting and Financial Reporting Manager

Wayne, PA
onsite
Permanent
110000 - 130000 USD / Yearly
Successful, global organization is looking to staff a full-time Accounting and Financial Reporting Manager with proven experience generating financial reporting packages and conducting technical accounting research. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, balance sheet management, coordinate statement of cash flows, research and implement new accounting standards and technical accounting guidance. This Accounting and Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-03-10T00:00:00Z

CFO Westchase area Hospital Systems and Clinics

Houston, TX
onsite
Permanent
0 - 0 USD / Yearly
Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles. Shad and his team at Robert Half is working with a Holding company that is looking to hire a CFO over Surgical Hospitals and Clinics. This role located in Westchase will work closely with senior leadership and steward the financial growth of the company. Candidate needs to have a strong accounting foundation and a mastery of budgeting and forecasting. Requirements for this role are Bachelor’s Degree in Accounting or Finance, 10 plus year experience, prior leadership, must have experience working with a Hospital system and advanced Excel. Candidate must have supported a company of 150 Million and above. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with CFO in the subject line.
2026-02-28T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Director of Finance

Seattle, WA
onsite
Permanent
140000 - 180000 USD / Yearly
We are looking for an experienced Director of Finance to lead and oversee the financial operations of our organization in Seattle, Washington. This role is critical in driving strategic financial planning, ensuring regulatory compliance, and managing the organization's fiscal health. The ideal candidate will possess strong leadership skills and a proven ability to analyze and optimize financial performance while mentoring a high-performing team. Responsibilities:• Manage all aspects of financial operations, including planning, risk assessment, record-keeping, and compliance with regulatory standards.• Create and oversee comprehensive budgets that align with organizational goals and provide detailed financial reports to senior leadership.• Administer payroll processes with precision, ensuring accurate reporting and adherence to state and federal regulations.• Collaborate with senior executives to offer strategic financial insights and evaluate opportunities for investments and partnerships.• Ensure compliance with financial laws and regulations, updating internal policies to meet legal requirements.• Lead and develop the finance team by establishing clear goals, providing constructive feedback, and encouraging growth focused on attention to detail.• Monitor cash flow and forecast financial trends to support organizational decision-making.• Prepare month-end financial reports and ensure the accuracy of closing processes.• Establish and track key performance indicators (KPIs) to measure and improve financial outcomes.• Partner with the Director of People & Culture on compensation, benefits, and payroll-related matters. The salary range for this position is $140,000 to $180,000 + discretionary bonus. Benefits:Medical/Dental/Vision - fully covered for employee on base planLife and AD&D insuranceSTD/LTD401k2 weeks PTO6 paid holidays
2026-03-10T00:00:00Z

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