Add your latest resume to match with open positions.

3 results for Portfolio Manager in Seattle, WA

Finance Manager

Everett, WA
onsite
Permanent / Full Time
135000 - 160000 USD / Yearly
We are looking for a Finance Manager to lead financial oversight for our manufacturing operation in Everett, Washington. This role combines hands-on accounting leadership with strategic finance support, helping the site make informed decisions around cost, profitability, and performance. The ideal candidate will bring strong experience in manufacturing finance, budgeting, reporting, and compliance within a fast-paced industrial environment. Responsibilities:• Direct the monthly, quarterly, and year-end close process to deliver timely, accurate results that meet company and regulatory expectations.• Produce financial statements, operational reports, and detailed variance reviews that support informed decision-making across the site.• Manage the integrity of the general ledger, account structure, and supporting financial records to ensure reliable reporting.• Lead cost accounting activities for machining and assembly operations, including standard costing, job costing, and analysis of cost of goods sold.• Evaluate production performance by reviewing labor usage, scrap trends, overhead recovery, and other key manufacturing cost drivers.• Work closely with operations and program leaders to assess program profitability, monitor margins, and identify opportunities to improve financial performance.• Guide the financial aspects of customer, supplier, subcontractor, lease, and service agreements, supporting review, negotiation, and execution with a focus on business value and risk management.• Own the annual budget and rolling forecast process for the Everett, Washington site, including scenario modeling, long-range planning, and monitoring of cash flow and working capital.• Maintain strong financial controls across purchasing, inventory, payroll, and transaction processing while coordinating internal and external audit support.• Partner with senior leadership and cross-functional teams, while coaching accounting staff and promoting a high-performance, values-driven team environment. The salary range for this position is $135,000 to $160,000. Benefits:Medical/Dental/VisionLife insuranceSTD/LTD401k with 3% match3 weeks PTO7 paid holidays
2026-06-29T00:00:00Z

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

Project/Program Manager III

Seattle, WA
onsite
Temporary / Contract
70 - 72 USD / Hourly
Position OverviewWe are seeking an exceptional Business Manager / Chief of Staff to support the client's Vice President. This role functions as a direct extension of the VP, serving as a trusted partner responsible for driving operational excellence, strategic alignment, and execution across a highly dynamic technical organization.The ideal candidate thrives in fast-paced executive environments, excels at cross-functional coordination, and brings strong analytical and communication skills to influence decisions at all levels of the organization.Key Responsibilities<ul><li>Act as primary business partner to the VP and senior leadership, managing executive priorities and strategic initiatives</li><li>Prepare briefings, materials, and insights for L10+ executive audiences</li><li>Drive cross-functional alignment across Finance, HR, Recruiting, PR, and technical teams</li><li>Lead operational planning efforts including OP1/OP2 cycles, 3-year planning, goals management, and business reviews</li><li>Design and implement scalable governance frameworks, reporting structures, and operational processes</li><li>Facilitate executive communications, staff meetings, offsites, and cross-team forums</li><li>Translate complex technical and business concepts into clear executive-level narratives</li><li>Lead high-visibility cross-functional initiatives and special projects from planning through execution</li><li>Identify operational inefficiencies and drive continuous improvement across the organization</li><li>Ensure accountability and timely delivery of strategic commitments</li></ul>
2026-06-12T00:00:00Z