Lead budgeting, forecasting, and management reporting processes; build and maintain financial models and multi-year forecasts; partner with department leaders on assumptions and performance; prepare executive materials and compensation/equity analyses; identify process improvement and automation opportunities using Excel, DataRails, Power Query, Power BI, VBA, and AI tools.
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
- Coordinate preparation of annual budget templates, consolidation files, quality control checks, budget uploads, and supporting analyses in partnership with the Senior Director of Finance.
- Maintain and improve multi-year financial forecasts, scenario analyses, and planning models across revenue, client growth, headcount, compensation, G&A, and new business initiatives.
- Partner with department leaders to refine assumptions, evaluate staffing needs, monitor performance, and flag areas that are off target.
- Support capital allocation analyses, business cases, and other strategic finance projects under the direction of senior finance leadership.
- Help design and implement a more scalable department-level reporting process across the firm.
- Prepare quarterly reporting packages, including budget-to-actual analysis, variance commentary, and key business driver reporting.
- Prepare financial analyses, PowerPoint materials, and supporting exhibits for executive leadership and ownership meetings.
- Translate financial data into clear business implications and recommendations.
- Perform regular compensation analyses, including workforce planning, incentive compensation support, and related financial modeling.
- Support the firm’s equity program by maintaining accurate records, tracking ownership activity, and preparing owner/shareholder communications and statements.
- Identify opportunities to simplify, automate, and improve recurring finance processes, especially within budgeting, forecasting, reporting, and template management.
- Build and improve financial models, reporting tools, dashboards, and templates using Excel, DataRails, Power Query, AI tools, and other systems where appropriate.
Financial Planning & Forecasting:
Management Reporting & Executive Materials:
Compensation & Equity Support:
Process Improvement & Automation:
Your Experience:
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 3+ years of experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or a similar analytical role.
- Advanced Excel and financial modeling skills, including experience building forecasts, budgets, management reporting, and business analyses.
- Strong understanding of income statements, balance sheets, cash flow statements, and GAAP accounting principles.
- Strong attention to detail and a consistent track record of producing accurate, high-quality work.
- Demonstrated ability to manage recurring processes, meet deadlines, and proactively flag risks, issues, or data inconsistencies.
- Experience preparing analyses, presentations, or financial materials for senior leaders is highly desirable.
- NetSuite, DataRails, Power Query, Power BI, VBA, or similar tool experience is a plus.
- Experience using AI tools to improve productivity, automate work, or enhance analysis is a plus.
- Wealth management, banking, insurance, professional services, or broader financial services experience is a plus.
Compensation:
- Pay: $95,000–$125,000 per year, depending on experience, skills, and qualifications.
- Fully paid medical, dental, and vision coverage for employees
- 401(k) with 100% match up to 3% of annual compensation
- Equity ownership opportunities for every employee
- New Business Incentive Program
- Generous employee referral bonus
- Cell phone data reimbursement
- Financial planning services discount for employees and immediate family members
- Minimum 3 weeks PTO starting Day 1
- Winter Break, Summer Friday flex-days, and 10 paid holidays
- Unlimited Volunteer Time Off plus company grant matching
- Heavily subsidized transit
- 100% reimbursement for required training, certifications, licensing, and dues
- Personal career development plans
- Richer Life Business Partner (coaching for all employees)
- Mindful Emotional & Social Intelligence training
- Annual professional & personal wellbeing stipend
- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
- Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
- Adoption benefits
- Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Ownership & Financial Wellbeing
Time & Flexibility
Growth & Development
Connection & Community
Family & Milestones
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Brighton Jones Menlo Park, California, USA Office
1300 El Camino Real, Suite 100, Menlo Park, United States, 94025
Brighton Jones San Francisco, California, USA Office
445 Bush Street, 6th Floor, San Francisco, United States, 94108
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