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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
21

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  • United States Of America
    20
  • Panama
    1

Europe
1

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  • Netherlands
    1

Balance Financial Management's Leadership

  • Chief Financial Officer And Partner at Balance Financial Management
    B. N.
    Chief Financial Officer And Partner
    Mobile Phone
  • General Manager at Balance Financial Management
    S. G.
    General Manager
    Mobile Phone
  • Senior Accountant at Balance Financial Management
    J. C.
    Senior Accountant
    Mobile Phone
  • Senior Accountant at Balance Financial Management
    Y. S.
    Senior Accountant
    Mobile Phone
  • Brand Coordinator at Balance Financial Management
    J. J. J. V.
    Brand Coordinator
    Mobile Phone
  • Account Assistant at Balance Financial Management
    S. B.
    Account Assistant
    Mobile Phone
  • Accounts Assistant at Balance Financial Management
    H. D.
    Accounts Assistant
    Mobile Phone

Balance Financial Management Employee Metrics

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

Contact profiles from Balance Financial Management

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer And Partner at Balance Financial Management
    B. N.
    Chief Financial Officer And Partner
    Mobile Phone
    Oct 22, 2024
  • General Manager at Balance Financial Management
    S. G.
    General Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Accountant at Balance Financial Management
    J. C.
    Senior Accountant
    Mobile Phone
    Oct 16, 2024
  • Senior Accountant at Balance Financial Management
    Y. S.
    Senior Accountant
    Mobile Phone
    Oct 16, 2024
  • Brand Coordinator at Balance Financial Management
    J. J. J. V.
    Brand Coordinator
    Mobile Phone
    Panama
    Aug 30, 2026
  • Account Assistant at Balance Financial Management
    S. B.
    Account Assistant
    Mobile Phone
    Oct 21, 2024
  • Accounts Assistant at Balance Financial Management
    H. D.
    Accounts Assistant
    Mobile Phone
    United Kingdom, England
    Sep 11, 2026

Frequently Asked Questions

What is Balance Financial Management known for?

Minus sign iconPlus sign iconBalance Financial Management was founded in 2009 and operates in the Accounting industry. You can contact Balance Financial Management's main corporate office by phone at
+1-805-618-****
. Explore Balance Financial Management's company overview page for more information.

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

Minus sign iconPlus sign iconBalance Financial Management employees' email format typically follows the pattern of First@balancefm.com. 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?

Minus sign iconPlus sign iconBalance Financial Management has approximately 14 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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

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

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