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Bookkeeper Financial Operations Associate Jobs in Santa Rosa, CA

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.75 - $23/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ...

Choreo

Client Service Associate

Petaluma, CA

$16.50 - $22.75/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

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All JobsBookkeeper Financial Operations Associate JobsBookkeeper Financial Operations Associate Jobs in Santa Rosa, CA

Bookkeeper Financial Operations Associate information

See Santa Rosa, CA salary details

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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

Accounting Specialist

ProSearch Recruiting Group

Sebastopol, CA • On-site

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 23 days ago

Job description

ACCOUNTING SPECIALIST

Accounts Payable | Accounts Receivable | Bank Reconciliations

Sonoma County, CA | Full-Time | $60,000 – $65,000

About the Opportunity

A well-established Sonoma County manufacturer is looking for a reliable and detail-oriented Accounting Specialist to join their finance team. This is a great opportunity for someone early in their accounting career who wants to build a solid foundation in a stable, growing company with a supportive team environment.

Position Overview

This role focuses on the day-to-day transactional accounting functions that keep the business running smoothly. You will handle accounts payable, accounts receivable, and bank reconciliations, and work closely with internal teams and vendors to ensure accuracy and timeliness in all financial records.

Key Responsibilities

• Process vendor invoices, code expenses, and manage accounts payable

• Generate and send customer invoices; follow up on outstanding receivables

• Apply and reconcile customer payments

• Perform monthly bank reconciliations

• Maintain organized records and supporting documentation

• Communicate professionally with vendors and internal stakeholders

• Assist with ad hoc accounting tasks as needed

Qualifications

• 1–3 years of accounting or bookkeeping experience

• Familiarity with accounting software such as QuickBooks, Sage, NetSuite, or similar

• Solid Excel skills and strong attention to detail

• Organized, dependable, and able to manage routine deadlines

• Good communication skills; team-oriented attitude

• Associate’s or Bachelor’s degree in Accounting, Business, or related field preferred — not required

Compensation & Benefits

• Base salary: $60,000 – $65,000, commensurate with experience

• Comprehensive benefits including health, dental, and vision insurance

• 401(k) with company matching

• Collaborative, supportive work environment

• Opportunity to grow within the accounting team