Add your latest resume to match with open positions.

3 results for Finance in Seattle, WA

Financial Advisor

Seattle, WA
onsite
Permanent / Full Time
125000 - 175000 USD / Yearly
We are looking for an experienced Financial Advisor to support high-touch client relationships and oversee the administration of complex investment and trust accounts in Seattle, Washington. This position blends client service, portfolio coordination, and fiduciary support, requiring someone who can manage details with precision while communicating clearly with clients, advisors, and internal partners. The ideal candidate brings strong judgment, organizational discipline, and a solid understanding of financial account administration within the financial services industry. Responsibilities:• Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly.• Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews.• Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems.• Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts.• Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed.• Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards.• Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks.• Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity.• Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners. The salary range for this position is $125,000 to $175,000 + bonus. Benefits:Medical/Dental/Vision - 100% paid for employeeLife and Disability insurance401k with annual profit sharing contribution2 weeks PTO6 paid holidays
2026-06-23T00:00:00Z

VP/Director of Finance

Seattle, WA
onsite
Temporary to Hire
71.25 - 92.5 USD / Hourly
Robert Half Management Resources is seeking a Senior Director of Finance to support an established organization in a hybrid capacity. This role requires regular onsite collaboration (2–3 days per week) and will serve as a key partner to leadership, providing financial oversight, business insight, and operational guidance. This position is best suited for a seasoned finance professional who can lead at a high level while remaining hands-on, quickly assess current-state processes, and help drive improved financial visibility and decision-making. Key ResponsibilitiesProvide leadership across financial planning, forecasting, and performance analysis. Deliver clear, actionable insights to guide business and operational decision-making. Oversee core finance and accounting activities, ensuring accuracy and consistency in reporting. Lead the development and refinement of budgets, forecasts, and financial models. Analyze trends and key drivers impacting business performance. Partner with internal stakeholders to align financial priorities with operational execution. Evaluate existing processes and implement enhancements to improve efficiency and scalability. Prepare and present financial summaries and insights for senior leadership. Guide and support finance team members, fostering accountability and development. Participate in special initiatives, including process improvements and system-related efforts. Qualifications10+ years of progressive experience in finance and accounting, including leadership-level responsibility. Strong experience in financial planning, reporting, and analysis. Ability to operate effectively in complex or evolving environments. Proven track record of influencing decision-making at a senior level. Strong analytical and problem-solving capabilities. Experience managing or mentoring team members. Advanced Excel and strong systems aptitude (ERP and reporting tools). Excellent communication skills with the ability to translate financial data into business insights.
2026-06-25T00:00:00Z

CFO - Chief Financial Officer

Seattle, WA
onsite
Temporary / Contract
80.75 - 93.5 USD / Hourly
Robert Half Management Resources is seeking an experienced Chief Financial Officer (CFO) to support an organization in a dynamic environment. This role provides executive-level financial leadership, oversees finance and accounting operations, and partners with leadership to drive performance and decision-making. The ideal candidate is a hands-on finance leader who can quickly assess operations, implement structure, and deliver both strategic guidance and operational support. Key ResponsibilitiesLead finance and accounting operations including reporting, budgeting, and forecasting. Partner with leadership to develop financial strategy and business plans. Oversee financial statements and ensure accuracy and compliance. Manage budgeting, forecasting, and variance analysis. Assess and improve financial processes and reporting. Provide insights based on data analysis and KPIs. Ensure strong internal controls and risk management practices. Lead and mentor finance staff. Collaborate cross-functionally. Support special projects and initiatives. Qualifications10+ years of finance/accounting experience with executive leadership. CFO or senior finance leadership experience. Strong financial reporting and FP&A background. Experience partnering with executive teams. Process improvement experience. Strong analytical and problem-solving skills. ERP systems experience and advanced Excel. Strong communication and leadership ability.
2026-06-24T00:00:00Z