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Bookkeeper Financial Operations Associate Jobs in Santa Rosa, CA

H&R Block

Block Advisors Bookkeeper

Novato, CA · On-site

$11 - $58/hr

Receives operational data for entry into the client's bookkeeping system and determines the best ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Stifel

Financial Advisor Associate

Santa Rosa, CA

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Financial Advisor Associate

Santa Rosa, CA

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

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Bookkeeper Financial Operations Associate information

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$38

How much do bookkeeper financial operations associate jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for bookkeeper financial operations associate in Santa Rosa, CA is $26.58, according to ZipRecruiter salary data. Most workers in this role earn between $21.54 and $30.24 per hour, depending on experience, location, and employer.

What does a Bookkeeper Financial Operations Associate do?

A Bookkeeper Financial Operations Associate is responsible for recording financial transactions, maintaining accurate financial records, and supporting various financial operations within an organization. Their duties often include processing invoices, reconciling accounts, managing accounts payable and receivable, and assisting with payroll and financial reporting. This role ensures that financial data is organized and up-to-date, allowing businesses to make informed financial decisions and comply with regulatory requirements.

What are the key skills and qualifications needed to thrive as a Bookkeeper Financial Operations Associate, and why are they important?

To thrive as a Bookkeeper Financial Operations Associate, you need a solid understanding of accounting principles, attention to detail, and experience with financial recordkeeping, often supported by an associate degree in accounting or a related field. Proficiency with accounting software such as QuickBooks, Microsoft Excel, and enterprise resource planning (ERP) systems is typically required, and certifications like the Certified Bookkeeper (CB) can enhance credibility. Strong organizational skills, integrity, and effective communication are essential soft skills for managing multiple tasks and ensuring accurate reporting. These skills and qualities are crucial for maintaining precise financial records, supporting business decision-making, and ensuring compliance with financial regulations.

What is the difference between Bookkeeper Financial Operations Associate vs Accounts Payable Clerk?

AspectBookkeeper Financial Operations AssociateAccounts Payable Clerk
Primary ResponsibilitiesManaging financial records, reconciling accounts, processing transactionsProcessing vendor invoices, managing payments, maintaining accounts payable records
Required SkillsBasic accounting, data entry, attention to detailInvoice processing, vendor communication, data entry
CertificationsBookkeeping certification often preferredNot typically required, but familiarity with accounting software helpful
Work EnvironmentOffice setting, accounting departmentsOffice environment, finance or accounting teams

While both roles involve handling financial data, the Bookkeeper Financial Operations Associate manages overall financial records and reconciliations, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both positions require attention to detail and basic accounting skills, but the Bookkeeper often has broader responsibilities in financial recordkeeping.

How does a Bookkeeper Financial Operations Associate typically collaborate with other departments within an organization?

A Bookkeeper Financial Operations Associate regularly works with various departments such as accounts payable, accounts receivable, and payroll to ensure financial data is accurate and up to date. They often communicate with department managers to clarify budget discrepancies, process invoices, and reconcile accounts. This role also involves supporting finance team projects, preparing financial reports, and sometimes assisting with audits, making cross-functional collaboration essential for maintaining the organization's financial health.
What job categories do people searching Bookkeeper Financial Operations Associate jobs in Santa Rosa, CA look for? The top searched job categories for Bookkeeper Financial Operations Associate jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Bookkeeper Financial Operations Associate jobs? Cities near Santa Rosa, CA with the most Bookkeeper Financial Operations Associate job openings:
Bookkeeper Financial Operations Associate jobs near you
Block Advisors Bookkeeper

Block Advisors Bookkeeper

H&R Block

Novato, CA • On-site

$11 - $58/hr

Full-time

Retirement

Posted 20 days ago

Job description

Our Company
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
  • Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank charges, and labor hours/codes. Manually records information into the bookkeeping system.
  • Ensures all checks are endorsed properly and deposited into the proper account each day. Prepares all charge card transactions on the day received. Reports all income and bank charge and information.
  • Balances and reconciles ledgers, which will become part of the client's general ledger system. Reconciles cash and bank accounts on an agreed-upon basis, comparing account balances to other recorded sources.
  • Develop detailed reports on a periodic basis for the business client regarding business income, business expenses, gross taxes, and other reports, as needed.
  • Perform payroll services as requested by the business client account including preparation of payroll checks, preparation of monthly, quarterly, and annual employee and employer payroll reports. Prepares payroll in accordance with local, state, and federal wage and hour laws.
  • Maintains a manual file system to store the hard-copy documents after entry into the record keeping system.
  • Identifies issues with current process and notifies management of potential concerns and potential solutions. The client is also notified of any issues, concerns and solutions related to the maintenance of the client's financial records.
  • Participates in meetings and training sessions to continuously improve the bookkeeping service provided to the client.
  • Attends training related to the effective and efficient performance of job duties.
  • Other duties, as assigned.

What you'll bring to the team...
Education:
  • High school diploma or equivalent

Work Experience:
  • 1 year Minimum related work experience

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $58.00/Hr.

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