5 results for Lead Planner Emerging Wealth Management Firm in Mountain View, CA

Relationship Manager - 2 Days onsite

San Carlos, CA
remote
Permanent
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T03:23:42Z

Client Service Associate - 2 Days Onsite

San Carlos, CA
remote
Permanent
75000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T01:08:42Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary
55.00 - 60.00 USD / Hourly
Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role. Responsibilities:• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership• Work closely with Finance Intelligence & Innovation teams to refine forecasting tools and integrate scalable solutions• Support the creation of scenario models and data inputs for senior analysts and finance business partners
2026-03-06T17:43:41Z

Director of Finance

Oakland, CA
onsite
Permanent
120000.00 - 130000.00 USD / Yearly
We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future. Responsibilities:<ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
2026-02-13T16:38:41Z

Controller

San Francisco, CA
remote
Temporary
80.00 - 85.00 USD / Hourly
Responsibilities · Build, document, and implement a scalable accounting infrastructure, including policies, procedures, and internal controls to support continued growth · Manage a team of two Staff Accountants focused on Accounts Receivable and Accounts Payable, providing oversight, guidance, and development · Serve as the primary link between the transactional accounting function and the CFO, translating day-to-day accounting activity into clear financial insights · Lead the restructuring and modernization of the accounting function, addressing gaps created during periods of rapid company growth · Own and execute accounting cleanup efforts to improve accuracy, consistency, and efficiency across financial operations · Personally administer new processes initially to ensure successful implementation before transitioning ownership to team members · Manage all general accounting functions, including full-cycle month-end close, journal entries, account reconciliations, consolidations, and variance analysis · Prepare monthly financial statements, including fluctuation analysis and budget vs. actual comparisons · Create, document, and maintain a comprehensive accounting playbook to support future scaling and team onboarding · Direct activities related to billing, cash collections, cash management, and cash forecasting · Develop and manage KPI dashboards and standardized reporting for leadership · Accurately calculate sales commissions in accordance with multiple compensation plans · Build standardized and ad-hoc reports tracking revenue, margins, operating costs, KPIs, and other key metrics · Complete payroll processing and tax-related matters to ensure timely and accurate compliance · Partner with leadership on budgeting, forecasting, and strategic financial planning Requirements · Proven ability to build and scale accounting processes in high-growth environments · Willingness to work hands-on with day-to-day accounting activities when needed · Experience managing small accounting teams and developing talent · Strong change management skills with the ability to implement new processes across a growing organization · Advanced Excel skills · Excellent written and verbal communication skills · Strong analytical, problem-solving, and decision-making abilities · Ability to manage multiple priorities in a fast-paced environment · High level of ownership, accountability, and professional curiosity Preferred Experience · Experience working in startups or high-growth companies with approximately 100–200 employees · Prior ownership of accounting function redesign or post-growth cleanup initiatives · Experience creating documentation, playbooks, and standardized operating procedures · Familiarity with QuickBooks Online, Bill.com, Rippling, and Monday.com · Experience working in professional services organizations Education & Experience · Bachelor’s degree in Accounting or Finance preferred; CPA preferred · 10+ years of progressive accounting experience, including senior or controller-level roles · Demonstrated experience leading teams and scaling accounting operations · Experience working in a fast-paced professional services environment
2026-03-13T23:43:45Z