Bellevue, WA

Finance Jobs in Bellevue, WA

20 jobs found

Include remote jobs

1d ago

Senior Financial Advisor (CFP®)

TPM Placement Bellevue, WA

Bellevue, WA

1d ago

$200k - $250k/yr Full time Senior CFP Client Relations

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Job Description

TPM Placement is seeking a Senior Financial Advisor (CFP®) to support a portfolio of clients through comprehensive financial planning and investment management. This full-time role is based in Bellevue, WA with a hybrid schedule requiring 3 days in office per week, and it includes occasional travel to the firm’s New York City headquarters to support collaboration and team initiatives.

Role overview

In this position, you will take ownership of planning and investment management activities for a defined segment of clients, while maintaining an ongoing relationship cadence that reflects each client’s circumstances. You will also work closely with a local partner or senior advisor serving the firm’s PNW clients.

Key responsibilities

Own the full scope of financial planning and investment management for assigned clients.
Provide coordinated service to PNW clients alongside a local partner or senior advisor.
Maintain client relationships by understanding individual circumstances, connections, and interests.
Analyze client income and assets, and review or update financial situations on an ongoing basis.
Develop and present financial planning recommendations and/or alternative approaches.
Deliver proactive client service and collaborate with colleagues to support effective teamwork.
Stay current on market trends, financial products, and regulatory changes.
Collaborate with team members to improve service delivery and overall client satisfaction.
Travel to the company’s New York City headquarters several times per year to support collaboration, strategic meetings, and team engagement.

Requirements

CFP® required.
Series 65 or willingness to obtain.
Proven ability to build lasting, high-trust client relationships through exemplary client service.
Strong analytical background in planning, analysis, research, or another technical discipline, with comfort engaging clients at a deeper level.
Very team-oriented approach.
Strong and adaptive technology abilities.
Intellectual curiosity and a genuine interest in the business.
Bachelor’s degree.
10+ years preferred; 7+ years considered with experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice, and making investment recommendations.

Compensation and location

Location: Bellevue, WA (hybrid); 3 days in office per week.
Salary: USD 200,000 - 250,000 per year.
Commute requirement: Bellevue, WA 98004 (Required).

Benefits

401(k) and 401(k) matching
Retirement plan
Health insurance
Dental insurance
Vision insurance
Paid time off

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1mo ago

Finance Manager II

WCL Group Bellevue, WA

Bellevue, WA

1mo ago Closed

$64 - $64/hr Contract Manager Accounting Analytical Skills

This position is no longer accepting applications (closed Oct 24, 2026).

Job Description

WCL Group is hiring a Finance Manager II in Bellevue, WA for an onsite contract role. In this position, you will supervise finance analyses tied to investment programs and support the organization’s accounting policies, reporting, and budgeting processes, including marketing budget planning and regulatory reporting.

Role summary

Finance Manager II directs accounting-related policies and procedures while managing marketing budget forecasting and financial reporting. The role also covers budget variance reporting and preparation of special reports for regulatory authorities, alongside support for month-end closing and financial position reporting.

Key responsibilities

Manage the Account Team’s marketing budget, including consolidation of marketing program details from program owners to produce an overall account-level view.
Forecast budget plans, reconcile planned budget versus actuals, and lead month-end closing with variance reporting.
Categorize marketing spending, maintain a record of historical spend, and provide month-over-month (MoM), quarter-over-quarter (QoQ), and year-over-year (YoY) comparisons.
Coordinate with Marketing, Sales, and Finance on the marketing budget allocation process based on priority and business needs.
Coordinate with program owners to prepare documentation for the approval process.
Validate final deliverables against contract requirements, communicate issues to stakeholders as needed, develop solutions and recommendations, and lead payment.
Direct preparation of financial reports including income statements, balance sheets, and analyses forecasting future earnings or expenses.
Prepare special reports required by regulatory authorities.
Direct organizational budgets to meet financial goals.
Oversee investment of funds, manage associated risks, and supervise cash management activities.
Execute capital-raising strategies to support firm expansion.
Oversee the firm’s issuance of credit by establishing credit-rating criteria, determining credit ceilings, and monitoring collections of past-due accounts.

Requirements

Bachelor’s degree in accounting or a related financial discipline required; an advanced degree in a financial discipline is preferred.
2-4 years of experience.
Proficiency with computer applications, including Microsoft Word, Excel, and PowerPoint, plus related financial software.
Strong understanding of traditional and digital marketing, audience relevance principles, and budget management with a focus on driving sales.
Self-starter with strong interpersonal and communication skills.
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage time effectively.
Expert ability to analyze business trends and project future revenues and expenses.
Expert knowledge of economic and accounting principles, financial markets, and financial data reporting.
Expert knowledge of federal, state, and company policies, procedures, and regulations related to accounting.

Technologies

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Location and schedule

On-site in Bellevue, WA 98004
Monday to Friday, 40 hrs/wk

Compensation and contract term

$64.50/hr (listed as USD 64 to 64 per hourly)
Contract role
1 year long contract with a high likelihood of extension or conversion to a full-time employee

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1mo ago

Data Engineer, WW Ops Finance - S&A

Amazon.com Services LLC Bellevue, WA

Bellevue, WA

1mo ago Closed

$132k - $179k/yr Full time Amazon Emr Amazon Web Services AWS

This position is no longer accepting applications (closed Oct 24, 2026).

Job Description

Amazon is seeking a customer-focused Data Engineer for Worldwide Operations Finance Standardization & Automation (S&A) to build and scale a unified data management and discovery platform for global Finance teams.

Responsibilities

Design, build, and maintain scalable data pipelines and ETL workflows using Python, SQL, and AWS services including S3, Glue, Redshift, Lambda, EMR, and MWAA
Develop and optimize data models, metadata management frameworks, and catalog systems to support fast, reliable data discovery for thousands of internal users
Build and maintain microservices and APIs using API Gateway and Lambda for platform capabilities such as search, data ingestion, and cross-service integrations
Implement data quality frameworks, monitoring, and alerting to maintain reliability, freshness, and compliance with governance standards
Automate data onboarding and self-service workflows to reduce manual work and improve time-to-insight
Partner with cross-functional teams (product managers, BI engineers, and business stakeholders) to translate business requirements into scalable technical solutions
Support system design and code reviews, and follow operational excellence practices such as incident response, root cause analysis, and continuous improvement
Contribute to GenAI-powered features and AI-driven workflows that improve data discovery and analytics experiences

Requirements

3+ years of data engineering experience
1+ year developing and operating large-scale data structures for business intelligence analytics using OLAP technologies
1+ year developing and operating large-scale data structures for business intelligence analytics using SQL
1+ year developing and operating large-scale data structures for business intelligence analytics using Oracle
1+ year developing and operating large-scale data structures for business intelligence analytics using ETL (Extract, Transform, Load) and ELT (Extract, Load, Transform)
Bachelor’s degree or foreign equivalent in Computer Science, Engineering, Information Systems, Mathematics, or a related field
Experience with data modeling, warehousing, and building ETL pipelines

Technologies

Python, SQL
AWS services: S3, Glue, Redshift, Lambda, EMR, MWAA
API Gateway, ETL, ELT
Oracle, OLAP technologies, DataZone, OpenSearch
Kinesis, FireHose
IAM roles and permissions
Non-relational databases / data stores: object storage, document or key-value stores, graph databases, column-family databases
Apache Spark, Elastic MapReduce (EMR)

Location

Bellevue, WA (onsite)

Compensation

USD 132,100 - 178,800 per year

Benefits

Health insurance (medical, dental, vision, prescription)
Basic Life & AD&D insurance and option for Supplemental life plans
EAP
Mental Health Support
Medical Advice Line
Flexible Spending Accounts
Adoption and Surrogacy Reimbursement coverage
401(k) matching
Paid time off
Parental leave

About the Team

Part of the Worldwide Operations Finance Standardization & Automation (S&A) organization
Building a unified data management and discovery platform serving global Finance teams
Platform includes a dataset catalog, metric catalog, AI assistant, and interactive query experience for thousands of customers
Scaling to support 10+ domains and data producer teams
Stack includes AWS services (DataZone, OpenSearch, API Gateway, Lambda), microservices architecture, and modern frontend frameworks

Preferred Qualifications

Experience with AWS technologies such as Redshift, S3, AWS Glue, EMR, Kinesis, FireHose, Lambda and IAM roles and permissions
Experience with non-relational databases / data stores (object storage, document or key-value stores, graph databases, column-family databases)
Experience with Apache Spark / Elastic MapReduce

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1mo ago

Senior Product Manager - Tech, WW Ops Finance - S&A Tech

Amazon.com Services LLC Bellevue, WA

Bellevue, WA

1mo ago Closed

$151k - $205k/yr Full time Senior Customer Experience Product Analytics

This position is no longer accepting applications (closed Oct 18, 2026).

Job Description

Own product strategy and execution for early-stage, highly visible finance automation initiatives in WW Ops Finance.

Responsibilities

Identify new product capabilities, define features, and collaborate with development teams to deliver customer-ready functionality
Work backwards from business outcomes to shape creative product features and capabilities that enhance customer experience
Own the end-to-end product life cycle, covering strategic planning through tactical delivery
Produce product requirements documents using deep knowledge of relevant market segments and internal stakeholders
Translate product and business requirements into development specifications within an agile delivery process
Set goals, review metrics, and find opportunities to improve results
Drive execution across multiple teams from design through rollout for programs spanning broad scope
Convert key insights into practical, actionable recommendations to improve the product
Manage multiple concurrent requests and prioritize strategically when needed
Write clear documentation and test plans, demonstrating strong written and oral communication

Requirements

Experience owning and driving roadmap strategy and product definition
Experience participating in engineering discussions around technology decisions and product-related strategy
Experience representing and advocating for a range of critical customers and stakeholders during executive-level prioritization and planning
Bachelor's degree
Experience delivering product features and managing feature-level tradeoffs
Experience managing technical products or online services
Experience balancing conflicting priorities in ambiguous environments

Preferred Qualifications

Experience developing analytic products in an operational setting, including fast-prototyping, piloting, and launching
Experience building and driving adoption of new tools
Experience with analytical tools such as QuickSight or building AI-driven analytics tools

Technology

QuickSight
GenAi

About the Team

S&A (Standardization & Automation) treats technology as an enabler for Finance by making data available at multiple grains for analysis and planning
Belief that planning should be automated using business-led inputs and automatic calculations to enable comparison of scenarios
Finance capabilities should support both fast ad-hoc business execution needs and larger step-function technology changes integrated into financial processes
Envisioned future: planning that is substantially HOTW with low to no human touch
Finance planners access plans through PLANet once the planning cycle begins
Inputs are loaded through Input Automation and Inputs forecasting using predictive forecasting
Financial plans are pre-computed under different scenarios using past scenarios, historical actions, adjustments, latest inputs, and descriptive plan summaries and comparisons
Capability will scientifically recommend an optimized plan aligned to planner intent
Build capabilities in a highly modular way, including an upcoming GenAi-based agentic workflow

Benefits

Health insurance (medical, dental, vision, prescription)
Basic Life & AD&D insurance
Option for Supplemental life plans
EAP
Mental Health Support
Medical Advice Line
Flexible Spending Accounts
Adoption and Surrogacy Reimbursement coverage
401(k) matching
Paid time off
Parental leave
Sign-on payments
Restricted stock units (RSUs)

Location: Bellevue, WA (onsite)
Compensation: USD 151,200 to 204,600 per year

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2mo ago

Senior Financial Analyst

Databricks Bellevue, WA

Bellevue, WA

2mo ago Closed

$124k - $189k/yr Full time Senior Cash Forecasting Data Analysis

This position is no longer accepting applications (closed Sep 20, 2026).

Job Description

Databricks seeks a Senior Financial Analyst to support Sales Finance with forecasting ownership, scalable modeling, and executive reporting.

Responsibilities

Own and improve forecasts for bookings, invoicing, collections, and cash, including identification of key risks and opportunities
Build a deep understanding of Databricks’ business model to generate forecast and business insights
Analyze performance versus core financial and operational KPIs and communicate insights to Finance leadership
Create scalable driver-based forecasting models and refine forecasting methods using historical analysis and business insights
Develop executive-level reporting and presentations that clearly communicate financial results and strategic recommendations
Drive process improvements through automation and reporting enhancements to support a fast-growing, data-driven organization

Requirements

Bachelor’s degree in Business, Economics, Accounting, Finance, or a comparable field
4+ years in corporate finance, management consulting, or investment banking
Familiarity with the software industry (and SaaS) is a plus
Experience building financial models independently and preparing recommendations
Solid understanding of GAAP (Generally Accepted Accounting Principles)
Excellent analytical, organizational, and collaboration skills
Experience simplifying and scaling while supporting a high-growth environment
Curiosity to learn and solve problems independently
Ability to prioritize in a fast-paced setting to ensure timely deliverables
Expert in Excel/Google Sheets, including maintaining complex spreadsheets; comfortable working with large datasets and driver-based models
SQL experience or willingness to learn

Tools & Technologies

Excel
Google Sheets
SQL

Compensation

Estimated salary range: USD 123,700 - 189,000 per year
Zone 1 Pay Range: $137,400—$189,000 USD
Zone 2 Pay Range: $123,700—$170,050 USD

Benefits

Eligibility for annual performance bonus
Equity
Benefits listed above

Location: Bellevue, WA (onsite)

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2mo ago

Enterprise Architect, Finance & Legal Systems

Okta Bellevue, WA

Bellevue, WA

2mo ago Closed

$236k - $325k/yr Full time Accounting Artificial Intelligence Aws Solutions Architect

This position is no longer accepting applications (closed Sep 15, 2026).

Job Description

Okta is building secure, intelligent, and connected business systems, and this role helps define the technology architecture strategy across Finance and Legal. You’ll modernize core enterprise platforms and enable more data-driven decision-making and automation by leveraging AI/ML and LLM capabilities alongside strong systems integration.

Location: Bellevue, WA (hybrid)

Compensation: USD 236,000 - 324,500 per year

Experience: 15+ years

Responsibilities

Define the target-state architecture for Finance and Legal applications, aligning designs to enterprise strategy and growth objectives.
Lead end-to-end architectural solutions for Finance and Legal systems, ensuring integration, scalability, and performance across the enterprise.
Own a multi-year modernization roadmap across ERP, FP&A, Legal, and Sales Compensation systems.
Apply identity-first security principles, integrating with Okta and other IAM solutions for authentication, authorization, and compliance.
Architect and implement AI/ML-driven improvements to finance and legal workflows, including predictive forecasting, anomaly detection, spend optimization, contract risk scoring, and intelligent reconciliation.
Partner with the Enterprise AI team to operationalize AI/ML solution models within G&A functions, ensuring alignment with business outcomes.
Ensure reliable data flow across systems including ERP (NetSuite/Oracle), Coupa, Scout, Anaplan, Conga, and Xactly using APIs and middleware (Boomi), including unified data models for analytics and AI consumption.
Identify where generative AI, NLP, and LLMs can be embedded into core Finance and Legal processes, such as financial reporting, close management, reconciliation, contract lifecycle management, and legal document automation.
Drive functional and technical design and lead hands-on proof of concepts (POCs) and AI-driven automations to reduce manual effort.
Lead from the front by piloting, prototyping, and demoing new solutions and technologies such as AI and automation.
Collaborate across Finance, Legal, IT, Data, Compliance, Security, and Engineering teams to translate business goals into scalable, secure, and innovative technology solutions.
Translate complex SaaS requirements (for example revenue recognition, contract risk management, and GDPR) into technical architectures.
Act as a trusted advisor to leadership on Finance and Legal technology trends including subscription/usage-based billing, AI contract analytics, and compliance automation.
Influence executives and decision-makers on solution architecture, system strategy, and adoption plans to drive operational excellence and transformation.
Support and/or lead implementations and enhancements of ERP and legal tools, including Oracle, NetSuite, Coupa, Scout, Anaplan, and Conga, DocuSign.
Establish governance for data privacy, SOX compliance, and access control across Finance and Legal systems.
Support rollout of Data Governance by working with the Data Governance, business, and data warehousing teams.

Requirements

Bachelor’s or Master’s degree in Computer Science, Information Systems, Data Science, or a related field.
TOGAF or similar Enterprise Architecture certification is a plus.
15+ years of software engineering experience, including significant time as an Architect or Principal in ERP Systems (Oracle/Netsuite/SAP), FP&A Systems (Anaplan) and/or CLM systems (Aptus/Conga/Ironclad).
Multiple ERP full-cycle implementation experience (Oracle or NetSuite).
Strong understanding of Finance process areas including Order to Cash, Record to Report, Source to Pay, Plan to Report (FP&A), Treasury, Credit Collection, Revenue Recognition, and Subscription Billing, plus Contract Life Cycle Management within Legal Ops.
Hands-on architectural experience with functional and technical solutions across NetSuite (or Oracle), Aptus/Conga (or Ironclad), Anaplan, Coupa, Scout, and tax engines such as Avalara, Vertex, or OneSource, including data models and APIs for integrations.
Experience architecting and delivering AI Agents using leading LLMs including Gemini, OpenAI, or Claude.
Experience managing software and/or vendor selection with the end-state enterprise architecture in view.
Proficiency with middleware such as MuleSoft, Workato, Boomi, or Informatica for connecting Finance, Legal, CRM, and data platforms.
Familiarity with code, configuration, and system performance standards/reviews for quality, scalability, and compliance with enterprise standards.
Proficiency with AWS, Azure, or GCP, plus knowledge of data lakes/warehouses such as Snowflake, Redshift, or BigQuery for SaaS revenue and compliance analytics.
Identity and security knowledge including SSO, OAuth, SAML, SCIM, and Zero Trust, with hands-on integration experience in Okta or similar IAM platforms.
Occasional travel to office locations for project and team collaboration meetings and offsites.
Passion for innovation, AI adoption, and continuous improvement aligned with Okta’s mission.

Technologies

NetSuite, Oracle (ERP), SAP, Coupa, Scout, Conga, Anaplan, Xactly
AI, machine learning (ML), NLP, intelligent automation, generative AI, LLMs (Gemini, OpenAI, Claude)
APIs, middleware (Boomi, MuleSoft, Workato, Informatica)
DocuSign
Data platforms: AWS, Azure, GCP, Snowflake, Redshift, BigQuery
Identity and security: SSO, OAuth, SAML, SCIM, Zero Trust
Tax engines: Avalara, Vertex, OneSource
Compliance and governance: GDPR, SOX, Data Governance
TOGAF

The Okta Experience

Supporting Your Well-Being
Driving Social Impact
Developing Talent and Fostering Connection + Community

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3mo ago

Financial Advisor

Thrivent Bellevue, WA

Bellevue, WA

3mo ago Closed

Up to $150k/yr Full time Advisor Christian Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Thrivent invites you to join as a Financial Advisor in Bellevue, WA, onsite. This role centers on building a client-centered practice that delivers purpose-based financial guidance to Christians, supported by comprehensive training, licensing assistance, and commission-based pay.

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

Responsibilities

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization, such as business development, marketing, technology, engagement and experienced advisors, as you build your business.

Requirements

Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Desired characteristics

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/2).