Financial Advisor Jobs in Santa Cruz, CA

Take ownership of financial operations, leading the in-house accounting transition while ensuring accurate cash management, billing, and month-end close processes in a rapidly growing environment...

Champion strategic financial management by overseeing budgeting, forecasting, and cash goals. Lead a team of finance professionals to drive operational excellence within the division while ensuring al...

Champion the month-end close process and drive improvements in accounting functions. Play a key role in cross-functional collaboration, technical accounting research, and the development of policies f...

Contribute to a positive workplace culture by guiding management on employee relations matters, conducting investigations, and resolving conflicts while ensuring compliance with employment laws and or...

Transform the risk landscape by establishing an integrated risk management framework that governs smart contracts, trading, and collateral for robust decision-making and safe scaling of innovative fin...

Join a team that supports treasury management operations and client needs, ensuring accurate processing and compliance for treasury products. Engage with clients, enhance operational effectiveness, an...

Join a team that's redefining financial strategies. As a Senior FP&A Analyst, you will lead R&D budgeting, forecasting, and variance analysis, impacting vital business decisions while collaborating wi...

Elevate your career by leading diverse teams in client engagement management. Drive project success through strategic planning, troubleshooting, and relationship-building while mentoring junior talent...

Contribute to large-scale modernization efforts by providing analytical support, data modeling, and documentation to guide decision-making for software development and architecture in an agile environ...

Champion the delivery of transformative accounting advisory solutions, leading engagement teams through complex transactions while driving technical excellence and fostering client relationships. Empo...

Partner with us to lead engagement teams through complex accounting transactions, enhancing business processes and building client relationships while providing expert guidance in a dynamic consulting...

Transform enterprise account growth by building trust-based relationships and identifying opportunities to expand compliance solutions. Drive strategic partnerships and maintain a detailed and accurat...

Unlock potential by joining a dynamic Corporate Finance team to drive financial planning, enhance forecasting, and support executive decision-making through actionable insights and strategic recommend...

Lead a high-performance sales team to drive $2.5M+ in ARR through strategic execution, mentorship, and accountable pipeline management while establishing best practices in CRM and delivering precise f...

Transform client operations and strategies through data analytics and collaboration. Leverage your expertise in problem-solving to aid global firms in enhancing performance and accessing new markets...

Analyze and enhance compliance technology to support BSA/AML programs, ensuring reliability and scalability. Collaborate with cross-functional teams to implement effective solutions, maintain complian...

Shape the future of field operations by translating business needs into actionable user stories. Collaborate with diverse teams to enhance workflow and drive standardization to create measurable opera...

Drive your career with a key role in business analysis, translating needs into impactful solutions. Collaborate across teams to enhance operational efficiency and ensure the successful adoption of a t...

Join a team that's dedicated to safeguarding the platform against financial crimes. As part of the Financial Intelligence Unit, you will ensure compliance with regulations while conducting transaction...

Lead a high-performing team, driving profitable growth and underwriting excellence across the Northeast region while fostering relationships with brokers and achieving strategic business objectives...

Transform revenue growth by leading end-to-end sales processes and building strong client relationships in assigned territories, ensuring tailored solutions and strategic account management to meet cu...

Join a team that's redefining outbound sales by managing AI-powered agents. Optimize performance, refine outreach strategies, and blend manual prospecting with innovation in this unique role that merg...

Pioneer impactful tax strategies and team development while managing client relationships and compliance for insurance-related taxation. Drive growth through mentoring and technical expertise in the e...

Empower revenue teams as a Senior Business Systems Analyst, driving efficiency through Salesforce architecture, process design, and actionable data across GTM, Marketing, Sales, and Customer Success o...

Drive client success by leading a high-performing team, managing strategic partnerships, and enhancing engagement while delivering analytical solutions that meet client investment objectives and requi...