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2 results for Chief Risk Officer in Santa Clara, CA

CFO

Salinas, CA
onsite
Permanent / Full Time
240000 - 295000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to provide both executive-level direction and active day-to-day leadership for the finance function in Salinas, California. This position calls for a hands-on leader who can shape long-range financial strategy, strengthen operational performance, and support sound decision-making across a complex, mission-focused organization. The ideal candidate brings experience in healthcare, nonprofit, or similarly purpose-driven settings and is comfortable leading sizable budgets, developing teams, and maintaining financial stability during a period of immediate organizational need. Responsibilities:• Direct the full scope of financial operations, ensuring accurate reporting, effective controls, and dependable support for organizational leadership.• Partner with executive stakeholders to develop financial plans, guide budgeting priorities, and align fiscal strategy with organizational goals.• Evaluate financial performance through analysis, forecasting, and scenario planning to identify risks, opportunities, and operational improvements.• Lead, mentor, and develop a finance team of approximately 10 direct reports, with close oversight of the Controller function.• Maintain strong day-to-day finance management while contributing to high-level executive decisions and long-term business planning.• Support the organization through urgent leadership needs by providing stability, accountability, and continuity across financial activities.• Oversee complex budgeting environments, including funding structures common to healthcare, nonprofit, or other mission-driven organizations.• Contribute to finance systems improvement efforts, including potential platform implementation or transition initiatives, and help optimize related processes. Posted by Recruiting Director Scott Moore
2026-06-11T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
135000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions </li><li>Develop and improve workflows, processes, and operational best practices </li><li>Optimize technology, CRM systems, and software integrations </li><li>Oversee custodian operations, account administration, and asset movement </li><li>Manage key vendor relationships and operational infrastructure </li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes </li><li>Lead strategic projects that improve scalability and operational efficiency </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z