Board
The Financial Counselor II provides personal and family financial counseling to service members and their families, focusing on financial literacy, credit improvement, and long-term goal setting. The role involves conducting eligibility screenings, developing financial plans, and coordinating with community partners to address social determinants of health. Additionally, the position includes job training assistance and maintaining detailed client records for program outcomes.
Headquarters
Boston, Massachusetts, United States
Company Size
501-1000 employees
Founded
1994
Board is an enterprise planning platform that combines analytics, modeling and agentic AI to enable continuous planning across finance and operations. Its AI-powered agents automate forecasting and scenario modeling to improve forecast accuracy and keep plans up to date in real time. By unifying data, planning logic and analytics, Board helps finance and operational teams make aligned, data-driven decisions. Organizations use it to shorten planning cycles, increase forecast confidence, and drive coordinated operational and financial outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Board.
Board didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role
Financial Counselor II
Family Service Agency
Financial Counselor
Lutheran Social Service of Minnesota
Financial Literacy Counselor - Social Services Agency
Capital Area Counseling Service
Financial Counselor
Lutheran Social Service of Minnesota
Personal Financial Counselor, Assignment Ready Counselor, PFC
Magellan Health
Financial Support Counselor
University of Nebraska at Omaha