Balance Financial Management Employee Directory

AccountingCalifornia, United States11-50 Employees

Balance Financial Management operates as an accounting firm that acts as a strategic finance partner, integrating into client organizations to provide a range of financial services from CFO oversight to general accounting. Its client base spans startups, nonprofits, and both small and large for-profit entities, for which the team develops customized financial foundations. These solutions aim to support accuracy, transparency, and sustainable growth.

The company is based in Santa Barbara, California, and maintains a mid-sized team of financial professionals. It anchors its work around ethical financial management, highlighting commitments to philosophy and people, compliance and best practice, data transparency and accuracy, and security and safety. The organization operates within the accounting industry, offering integrated finance capabilities that go beyond traditional bookkeeping.

Find Balance Financial Management employees' phone numbers or email addresses

Balance Financial Management Global Highlights

Location
Employees

North America
22

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  • United States Of America
    21
  • Panama
    1

Asia
1

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  • Philippines
    1

Europe
1

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  • Netherlands
    1

Balance Financial Management's Leadership

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    R. B.
    Chief Financial Officer
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  • Stylized image of a person
    B. N.
    Chief Financial Officer And Partner
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    S. G.
    General Manager
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    J. C.
    Senior Accountant
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    Y. S.
    Senior Accountant
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    J. J. J. V.
    Brand Coordinator
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    J. D.
    Staff Accountant
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  • Stylized image of a person
    M. U.
    Accountant
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Balance Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Community & Social Services
  • Business
  • Human Resources
  • Administrative
  • Other

Contact profiles from Balance Financial Management

Name
Title
Contact Info
Location
Last Update
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    R. B.
    Chief Financial Officer
    Phone icon
    United StatesRhode Island
    Jan 15, 2026
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    B. N.
    Chief Financial Officer And Partner
    Phone icon
    Oct 22, 2024
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    S. G.
    General Manager
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    Oct 23, 2024
  • Stylized image of a person
    J. C.
    Senior Accountant
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    Oct 16, 2024
  • Stylized image of a person
    Y. S.
    Senior Accountant
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. J. J. V.
    Brand Coordinator
    Phone icon
    Panama
    Apr 17, 2026
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    J. D.
    Staff Accountant
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    United StatesMichigan
    Mar 18, 2025
  • Stylized image of a person
    M. U.
    Accountant
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    United StatesMassachusetts
    Mar 18, 2025
  • Stylized image of a person
    S. B.
    Account Assistant
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    Oct 21, 2024

Frequently Asked Questions

What is Balance Financial Management known for?

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Balance Financial Management was founded in 2009 operates in the Accounting industry. The company's main headquarters is located in 3 West Carrillo Street Suite 208 Santa Barbara, California 93101 United States; you can contact the main corporate office by phone at . Explore Balance Financial Management's company overview page for more information.

What is Balance Financial Management's most common email format?

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Balance Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Balance Financial Management email formats with LeadIQ.

How many employees does Balance Financial Management have currently?

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Balance Financial Management has approximately 14 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Balance Financial Management's key employees and leadership?

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As of June 2026, Balance Financial Management's key employees include:

  • Chief Financial Officer: R. B.
  • Chief Financial Officer And Partner: B. N.
  • General Manager: S. G.
  • Senior Accountant: J. C.
  • Senior Accountant: Y. S.

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