About Balance Financial Management
Founded in 2009, Balance has built a reputation for delivering customized financial solutions that drive accuracy, transparency, and growth. Their team of seasoned professionals integrates seamlessly into client organizations, offering services ranging from CFO functions with comprehensive accounting support to operations and comprehensive human resources management. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your teams, business, and community. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance.
With a diverse client portfolio that includes sectors such as social services, investment management, neurotechnology, non-profits, and construction, Balance is poised for significant growth.
Balance Financial Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
With a diverse client portfolio that includes sectors such as social services, investment management, neurotechnology, non-profits, and construction, Balance is poised for significant growth.
Balance Financial Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Current Positions
Balance Financial Management doesn't have any openings right now. Please check again later.
Our Values
People-Centric | We believe business is ultimately about people. Whether it’s our clients or our team members, we prioritize relationships built on trust, empathy, and transparency.
Technology-Forward | We embrace innovation, using modern tools and dashboards to increase accuracy, efficiency, and insight in financial management.
Growth-Minded | We see every challenge as an opportunity to learn. Our team thrives in complexity, constantly improving and evolving through feedback and shared knowledge.
Integrity & Accountability | We do what we say and mean what we do. Our clients count on us for dependable, clear, and honest communication—especially when stakes are high.
Team-Aligned | We operate as a cohesive unit, supporting one another, owning our roles, and rallying around common goals. Our alignment strengthens both our culture and our client impact.
Technology-Forward | We embrace innovation, using modern tools and dashboards to increase accuracy, efficiency, and insight in financial management.
Growth-Minded | We see every challenge as an opportunity to learn. Our team thrives in complexity, constantly improving and evolving through feedback and shared knowledge.
Integrity & Accountability | We do what we say and mean what we do. Our clients count on us for dependable, clear, and honest communication—especially when stakes are high.
Team-Aligned | We operate as a cohesive unit, supporting one another, owning our roles, and rallying around common goals. Our alignment strengthens both our culture and our client impact.