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Senior Director of Finance
Brighton JonesUnited Statesfull_timeVerifiedPosted 5 May 2025
💰 $275,000/yr($225,000/yr – $275,000/yr)
About the role
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
Brighton Jones is a leading wealth management firm with a differentiated approach to wealth alignment that helps our clients achieve their goals beyond just finances. We are looking for a Senior Director of Finance to join our fast-growing organization. Reporting to the Vice President of Finance, this role will assist in setting the strategy and priorities for the organization with corresponding metrics, evaluating actual performance, and providing timely reporting to the leadership team. The role will involve multiple facets of the finance organization including corporate finance, financial planning and analysis, and equity, along with other responsibilities. The successful candidate will bring experiences developing and implementing effective processes, collaborating with business leaders to develop financial plans, and providing insightful analyses in support of decision-making. This position offers an excellent opportunity for an individual seeking meaningful work with incredible people looking to make an impact – in a company grounded with strong core values of Collaboration, Commitment, Curiosity, Compassion, Continuous Growth, and Community.
Take our Values in Action Self-Assessment to see how our values align!
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
Brighton Jones is a leading wealth management firm with a differentiated approach to wealth alignment that helps our clients achieve their goals beyond just finances. We are looking for a Senior Director of Finance to join our fast-growing organization. Reporting to the Vice President of Finance, this role will assist in setting the strategy and priorities for the organization with corresponding metrics, evaluating actual performance, and providing timely reporting to the leadership team. The role will involve multiple facets of the finance organization including corporate finance, financial planning and analysis, and equity, along with other responsibilities. The successful candidate will bring experiences developing and implementing effective processes, collaborating with business leaders to develop financial plans, and providing insightful analyses in support of decision-making. This position offers an excellent opportunity for an individual seeking meaningful work with incredible people looking to make an impact – in a company grounded with strong core values of Collaboration, Commitment, Curiosity, Compassion, Continuous Growth, and Community.
Take our Values in Action Self-Assessment to see how our values align!
Your Role - Corporate Finance / Capital Allocation
- Lead the development and execution of financial strategies aligned with the firm’s growth and profitability goals
- Manage a multi-year three-statement financial model for the firm, including scenario analyses, profit and loss and cash flow forecasts, and trend analyses related to the current business
- Ability to partner with leadership and cross-functional teams to drive strategic planning, evaluate M&A opportunities, and capital investments
- Advise on the liquidity aspects of short- and long-range planning, and impacts on funding requirements – and execute strategic debt or equity financing transactions
- Lead special projects representing finance organization particularly those related to strategic issues, organizational activities and external matters
- Develop executive agendas, communication and meeting materials for strategy and leadership meetings
Your Role - Financial Planning & Analysis
- Manage and lead the budgeting and forecasting process, including the annual financial and strategic planning process (i.e. annual operating budget and capital plan)
- Own monthly, quarterly, and annual financial reporting, ensuring accuracy, timeliness, and transparency, including reviews of budget vs. actual performance with department managers with detailed commentary regarding variances
- Act as key business advisor to P&L owners and other senior executives to ensure attainment of budget and cash goals; and ensure the business is operating to target models
- Perform annual analyses to evaluate compensation structure and targets for teammates, including year-end bonus calculations and merit recommendations
- Identify opportunitie
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