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Finance Advisor Jobs in Santa Rosa, CA (NOW HIRING)

... advisors, and other outside financial partners Develop, implement, and maintain strong internal controls and accounting policies Build, mentor, and lead a high-performing accounting and finance team ...

Strategic Finance Manager

Bodega Bay, CA · Hybrid

$130K - $150K/yr

You will lead financial forecasting and budgeting processes, advise on long-term business and financial planning, and provide strategic recommendations to the finance leadership team. Your work will ...

Showing results 21-40

Finance Advisor information

See Santa Rosa, CA salary details

$39.4K

$111.7K

$157.4K

How much do finance advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for finance advisor in Santa Rosa, CA is $111,667.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,000.00 and $143,200.00 per year, depending on experience, location, and employer.

What is a finance advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

What are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do finance advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

What qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region.

What are popular job titles related to Finance Advisor jobs in Santa Rosa, CA?

For Finance Advisor jobs in Santa Rosa, CA, the most frequently searched job titles are:

What cities near Santa Rosa, CA are hiring for Finance Advisor jobs?

Cities near Santa Rosa, CA with the most Finance Advisor job openings:

Infographic showing various Finance Advisor job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $111,667 per year, or $53.7 per hour.

Senior Director of Finance, Electronic Industrial Solutions Group

Keysight Technologies, Inc.

Santa Rosa, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Keysight Technologies rating

8.1

Company rating: 8.1 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

50th of 159 rated electronics manufacturers


Job description

Overview

Keysight is at the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ~16,800 employees create world-class solutions in communications, 5G, automotive, energy, quantum, aerospace, defense, and semiconductor markets for customers in over 100 countries. Learn more about what we do.

Our award-winning culture embraces a bold vision of where technology can take us and a passion for tackling challenging problems with industry-first solutions. We believe that when people feel a sense of belonging, they can be more creative, innovative, and thrive at all points in their careers.

The Senior Director of Finance, Electronic Industrial Solutions Group (EISG) reports directly to the Chief Financial Officer and serves as the senior finance leader for Keysight's Electronic Industrial Solutions Group (EISG), a $2B externally reported business segment.

As a trusted advisor to both the EISG President and the CFO, this finance leader partners closely with the EISG leadership team to drive profitable growth, improve operational performance, optimize resource allocation, and support strategic decision-making across the business. The successful candidate combines exceptional business judgment, financial expertise, analytical rigor, and leadership to influence decisions, challenge assumptions, and help the organization achieve its strategic and financial objectives.

The role has overall responsibility for EISG financial planning, forecasting, performance management, investment analysis, financial governance, and business partnership, and is the primary interface between EISG and the corporate finance organization.


Responsibilities
  • Provide overall financial leadership for EISG, a $2B externally reported business segment, ensuring the organization achieves its financial commitments while advancing its long-term strategic objectives.
  • Serve as the primary financial advisor to the EISG President and leadership team, providing objective analysis, strategic insight, and constructive challenge to improve business performance and decision-making.
  • Lead the development of the annual operating plan, long-range strategic plan, and quarterly forecasts, ensuring alignment between financial commitments and business priorities.
  • Drive disciplined capital allocation across R&D investments, acquisitions, capital expenditures, and operating expenditures to maximize long-term growth, profitability, and shareholder value.
  • Partner with business leaders to accelerate revenue growth, expand software mix and Annual Recurring Revenue (ARR), improve gross margin, increase operating leverage, and enhance overall profitability.
  • Lead the financial evaluation and prioritization of R&D investments, ensuring resources are allocated toward the highest-return growth opportunities aligned with business strategy.
  • Champion continuous improvement initiatives that simplify processes, improve productivity, enhance financial insight, and strengthen operational execution across EISG and enterprise functions.
  • Lead the transformation of the finance function by championing AI and advanced analytics, to simplify processes, standardize reporting, automate workflows, deliver deeper business insight, improve forecasting accuracy, and drive operational efficiency.
  • Monitor business performance and market trends, proactively recommending and implementing actions to optimize business performance while maintaining organizational agility as business conditions evolve.
  • Partner with the Vice President of Corporate Development to evaluate mergers, acquisitions, divestitures, strategic investments, and post-close integration activities.
  • Provide financial leadership for strategic customer opportunities, pricing decisions, commercial terms, and complex solution agreements to maximize profitable growth while appropriately managing risk.
  • Ensure compliance with SOX, revenue recognition requirements, corporate financial policies, and all applicable regulatory and internal control requirements.
  • Oversee all monthly, quarterly, and annual financial reporting activities for EISG, partnering closely with Enterprise Finance, External Financial Reporting, Investor Relations, Tax, and other corporate organizations to support internal and external reporting requirements.
  • Develop meaningful financial and operational performance metrics, providing actionable insights that improve execution and accountability.
  • Build, lead, and develop a high-performing finance organization by attracting, developing, and retaining exceptional talent while fostering a culture of collaboration, accountability, continuous improvement, and operational excellence.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field is required. CPA and/or MBA preferred.
  • Fifteen or more years of progressive financial leadership experience with a publicly traded company, high-growth private company, or equivalent organization.
  • Demonstrated success serving as a strategic business partner to senior leaders in a complex global business, balancing strategic thinking with operational execution while driving accountability and delivering measurable business results.
  • Strong business acumen with the ability to translate financial analysis into actionable business recommendations that improve growth, profitability, and operational performance.
  • Deep understanding of financial planning, forecasting, business performance management, financial reporting, and internal controls.
  • Demonstrated ability to influence strategic business decisions through financial insight, sound business judgment, and data-driven analysis.
  • Experience leading finance organizations within a complex, matrixed global company.
  • Strong leadership presence with exceptional communication, collaboration, and influencing skills, including the ability to effectively engage leaders across all levels of the organization.
  • Experience leading teams with a demonstrated commitment to developing talent and building high-performing organizations.
  • Experience supporting mergers and acquisitions, business integrations, pricing decisions, and strategic investment evaluations.

The level of role will be based on applicable experience, education and skills; Most offers will be between the minimum and the midpoint of the Salary Range listed below.

Colorado Pay Range MIN $196,100  MAX $326,830

Note: For other locations, pay ranges will vary by region

US Employees may be eligible for the following benefits:

  • Medical, dental and vision
  • Health Savings Account
  • Health Care and Dependent Care Flexible Spending Accounts
  • Life, Accident, Disability insurance
  • Business Travel Accident and Business Travel Health
  • 401(k) Plan
  • Flexible Time Off, Paid Holidays
  • Paid Family Leave
  • Discounts, Perks
  • Tuition Reimbursement
  • Adoption Assistance
  • ESPP (Employee Stock Purchase Plan)

Careers Privacy Statement***Keysight is an Equal Opportunity Employer.***

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field is required. CPA and/or MBA preferred.
  • Fifteen or more years of progressive financial leadership experience with a publicly traded company, high-growth private company, or equivalent organization.
  • Demonstrated success serving as a strategic business partner to senior leaders in a complex global business, balancing strategic thinking with operational execution while driving accountability and delivering measurable business results.
  • Strong business acumen with the ability to translate financial analysis into actionable business recommendations that improve growth, profitability, and operational performance.
  • Deep understanding of financial planning, forecasting, business performance management, financial reporting, and internal controls.
  • Demonstrated ability to influence strategic business decisions through financial insight, sound business judgment, and data-driven analysis.
  • Experience leading finance organizations within a complex, matrixed global company.
  • Strong leadership presence with exceptional communication, collaboration, and influencing skills, including the ability to effectively engage leaders across all levels of the organization.
  • Experience leading teams with a demonstrated commitment to developing talent and building high-performing organizations.
  • Experience supporting mergers and acquisitions, business integrations, pricing decisions, and strategic investment evaluations.

The level of role will be based on applicable experience, education and skills; Most offers will be between the minimum and the midpoint of the Salary Range listed below.

Colorado Pay Range MIN $196,100  MAX $326,830

Note: For other locations, pay ranges will vary by region

US Employees may be eligible for the following benefits:

  • Medical, dental and vision
  • Health Savings Account
  • Health Care and Dependent Care Flexible Spending Accounts
  • Life, Accident, Disability insurance
  • Business Travel Accident and Business Travel Health
  • 401(k) Plan
  • Flexible Time Off, Paid Holidays
  • Paid Family Leave
  • Discounts, Perks
  • Tuition Reimbursement
  • Adoption Assistance
  • ESPP (Employee Stock Purchase Plan)

Careers Privacy Statement***Keysight is an Equal Opportunity Employer.***

Education:UNAVAILABLEEmployment Type: UNAVAILABLE

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