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Financial director Jobs in San Jose, CA

Last updated: 9 hours ago
Financial Accounting & Advisory Services (FAAS) - Director

Financial Accounting & Advisory Services (FAAS) - Director

MGOSan Jose, US
$170,000.00–$210,000.00 yearly
Financial Accounting & Advisory Services (FAAS) - Director.At MGO we believe that human care comes first.Only when our talent thrives can they deliver their very best to our clients.We are honored ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

H&H Talent SolutionsSan Jose, CA, United States
Full-time
Financial Advisor – Lead, Grow, and Thrive.At Ameriprise, we offer an unparalleled opportunity for.Network and acquire high-net-worth clients. Series 7, 63 / 65 (or 66), and state life / health insuranc...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

SteelPeak Wealthsunnyvale, CA, United States
Full-time
At SteelPeak Wealth, we operate with a growth mindset.We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what the...Show moreLast updated: 30+ days ago
  • Promoted
Financial Professional

Financial Professional

New York Life Insurance Companysan jose, CA, United States
Full-time
New York Life Insurance Company has been helping people put love into action for over 175 years.As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity.We a...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

MassMutual Northern CaliforniaSan Jose, CA, US
Full-time
MassMutual Northern California Locations |.Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo.We're looking for both experienced financial professionals to join our team.Whe...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Director

Financial Director

VirtualVocationsSunnyvale, California, United States
Full-time
A company is looking for a Financial Director.Key ResponsibilitiesOversee Financial Managers and ensure accurate financial reporting and cash managementManage client contractual service deliverable...Show moreLast updated: 12 hours ago
  • Promoted
Director of External Financial Reporting

Director of External Financial Reporting

ConfidentialSan Jose, CA, United States
Full-time
Director of External Financial Reporting.Join a fast-growing Managing General Agent (MGA) and insurance carrier that is transforming the insurance landscape. The Company is seeking a Director of Ext...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

Innovations PSISunnyvale, CA, United States
$115,000.00–$225,000.00 yearly
Full-time
Interested candidates should be Bay Area locals with a passion for personalized wealth management.Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice c...Show moreLast updated: 20 hours ago
  • Promoted
  • New!
FINANCIAL ANALYST

FINANCIAL ANALYST

PathstoneCA, United States
Full-time
Advisor Partners, LLC (AP) is an investment management firm that is a leading provider of portfolio and wealth management solutions. The firm specializes in creating comprehensive investment portfol...Show moreLast updated: 9 hours ago
  • Promoted
  • New!
Financial Professional

Financial Professional

Equitable Advisors LLCSunnyvale, CA, United States
$135,000.00 yearly
Full-time
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the f...Show moreLast updated: 20 hours ago
Director of Financial Partnerships

Director of Financial Partnerships

Crypto RecruitCALIFORNIA
Manage day to day partnership engagement with Our Client’s strategic financial partnerships in the region.Navigate, in partnership with BD, banks and issuers to execute deals supporting that strate...Show moreLast updated: 30+ days ago
Director, Financial Due Diligence - TMT

Director, Financial Due Diligence - TMT

KPMG-UnitedStatesSanta Clara, CA
Director, Financial Due Diligence - TMT.The KPMG Advisory practice is currently our fastest growing practice.We are seeing tremendous client demand, and looking forward we don't anticipate that slo...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

Priority Financial GroupSanta Clara, CA, United States
Full-time
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member ...Show moreLast updated: 19 hours ago
  • Promoted
Financial Analyst

Financial Analyst

Robert HalfLos Gatos, CA, US
Full-time
We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California.This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, a...Show moreLast updated: 26 days ago
  • Promoted
Financial Professional

Financial Professional

Equitable AdvisorsSunnyvale, CA, United States
Full-time
At Equitable Advisors, your next chapter can start today.In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for the...Show moreLast updated: 22 days ago
  • Promoted
Financial Analyst

Financial Analyst

KLAMilpitas, CA, United States
Full-time
KLA is a global leader in diversified electronics for the semiconductor manufacturing ecosystem.Virtually every electronic device in the world is produced using our technologies.No laptop, smartpho...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning Director

Financial Planning Director

Morgan StanleySunnyvale, CA, United States
Full-time
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory ...Show moreLast updated: 4 days ago
  • Promoted
Financial Controller

Financial Controller

Abidi Group LLCCalifornia, California, USA
$110,000.00–$130,000.00 yearly
Full-time
The Controller is responsible for overseeing the organization s financial and accounting operations ensuring compliance with applicable regulations and maintaining strong financial controls.This ...Show moreLast updated: 15 days ago
  • Promoted
Financial Representative

Financial Representative

Northwestern MutualSan Jose, CA, United States
$750.00 weekly
Full-time
Financial Advisor - "Choose a Career That Lets You Live Life Differently!".Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders ...Show moreLast updated: 22 days ago
Financial Accounting & Advisory Services (FAAS) - Director

Financial Accounting & Advisory Services (FAAS) - Director

MGOSan Jose, US
30+ days ago
Salary
$170,000.00–$210,000.00 yearly
Job description

Overview

Financial Accounting & Advisory Services (FAAS) - Director

At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent : rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the . and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Job Details

MGO is growing and we are looking for motivated, hard working and dynamic Financial Accounting Advisory Services Director  with a strong passion for client services to join the team. A career in our FAAS (client accounting services) team will provide you with the opportunities to lead and develop new leaders in technical client accounting services while operating accounting departments to our clients across various industries.

This Financial Accounting Advisory Services Director  role will be working with your leadership and staff teams, to deliver hands-on, day-to-day and project-based client accounting services work, developing staff and seniors and responsible for managing engagements start to finish. The right candidate will have an entrepreneurial spirit with the ability to sell while being ready to roll-up their sleeves and have the ability to support financial audit / IPO readiness, accounting clean-up projects and be a trusted advisory (in an interim or outsourced CFO or Controller capacity to our clients).

This role will require travel to and from client site, some overnight stay required (10-40%).

Core Responsibilities & Essential Functions :

  • Experience delivering and overseen the day-to-day financial accounting activities for assigned client(s) (successfully playing the controller and CFO role).
  • Leads go to market strategy responsibilities for the region with proven results. Actively participates as the initiator of new client lead revenue generation with prospects.
  • Conducts self in a professional manner to develop trust with the client and assigned staff as a trusted adviser.
  • Ability to manage, mentor and motivate team members.
  • Ability to prioritize multiple deadlines on a fast-paced environment while maintaining quality of service offerings.
  • Ability to roll-up their sleeves and perform the activities necessary to successfully deliver on the clients daily, monthly, and quarterly financial needs.
  • Analyze financial data providing actionable insight that leads to information decision making by the client.
  • Anticipates, identifies, and resolves client challenges while identifying opportunities for improvement of operations.
  • Ensures all staff assigned are properly and professionally managed, providing oversight, guidance and to develop through active coaching and training.
  • Develop and maintain engagement budgets.
  • Write engagement agreements and statement of work.

Added Knowledge, Skills and Abilities :

  • Knowledge of full cycle accounting / finance processes : AR / AP, order-to-cash, procure-to-pay, record-to-report, financial planning & analysis, month end close, reconciliation, intercompany eliminations, consolidation and financial reporting.
  • Knowledge of best practice policy, procedures and controls.
  • Experience / exposure to a variety of accounting platforms : QuickBooks, Xero, Microsoft Dynamics, NetSuite and Sage, and industries, both public and private.
  • Minimum Qualifications :

  • Bachelor’s Degree in Accounting or related field required.
  • Certified Public Accountant (CPA) required.
  • Experience in professional services (public accounting) with progressive experience in delivery of accounting and financial management solutions.
  • Strong technical accounting knowledge (US GAAP).
  • Experienced with Microsoft Office suite of products : Excel, Word, PowerPoint and Outlook.
  • Commitment to excellence, attention to detail, accountable and reliable with strong work ethic.
  • Why work for MGO?

    At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.

    What's in it for you :

  • Work at the forefront : Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.
  • Culture rooted in human care : Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
  • Where you can build something : As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
  • Freedom to give your best : Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work / life balance.
  • Compensation you deserve : We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.
  • Pay Range : $170,000 - $210,000

    Locations : San Francisco, Walnut Creek or San Jose