Vice President, Finance and Accounting (San Jose)

Vice President, Finance and Accounting

About the Company

Prominent wealth management firm

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Vice President, Finance & Accounting to take on a strategic and executive-level role in overseeing all financial operations, accounting, and FP&A. The successful candidate will be responsible for aligning financial activities with organizational goals, providing executive partnership in delivering financial insights and strategic recommendations, and leading the FP&A function to monitor performance and key financial metrics. Additionally, the role involves directing capital allocation, financing strategies, and risk frameworks to ensure liquidity and financial stability, as well as managing accounting operations to ensure accurate reporting, GAAP compliance, and effective internal controls.

Applicants for the Vice President, Finance & Accounting position at the company should have a Bachelors degree in accounting, finance, or a related field, with a CPA strongly preferred. A minimum of 10-20 years of progressive accounting and FP&A experience is required, with a proven track record of leadership in wealth management or broader financial services. The role demands a candidate with technical skills in financial reporting and ERP systems, advanced Excel, and data modeling proficiency. A deep understanding of investment advisory, regulatory compliance, and multi-entity consolidations within the wealth management sector is essential. The ideal candidate will be a strategic, self-directed leader with strong analytical, communication, and presentation skills, capable of influencing stakeholders and driving organizational alignment.

Travel Percent

Less than 10%

Functions

• Finance