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Financial Assistant Jobs in Santa Rosa, CA (NOW HIRING)

Haystack Consultants

Financial Accountant

Sonoma, CA · On-site

Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...

Haystack Consultants

Financial Accountant

Sonoma, CA

$100K - $115K/yr

Varied accounting projects * Assist with cash flow management, budgeting, and forecasting * Communicate with team members throughout the organization * Provide financial insights and recommendations ...

Kavaliro

Senior Financial Accountant

Santa Rosa, CA · On-site

The incumbent will assist with loan GL monitoring, purchased guaranteed activity, and other monthly financial reporting and regulatory reports. Ensures compliance within all Bank policies and ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. * Engage with clients and prospects to identify their financial profile and provide ...

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Financial Assistant information

See Santa Rosa, CA salary details

$11

$25

$43

How much do financial assistant jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial assistant in Santa Rosa, CA is $25.53, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $28.65 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

What are Financial Assistants?

Financial Assistants are professionals who support finance departments or teams by handling administrative and clerical tasks related to financial management. Their responsibilities often include data entry, processing invoices and payments, maintaining financial records, and assisting with budgeting and reporting. They play a key role in ensuring the accuracy and efficiency of financial operations within an organization. Financial Assistants typically work under the supervision of accountants or financial managers, and their work helps organizations manage their finances smoothly.

How does a Financial Assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What Is a Financial Assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

More about Financial Assistant jobs
What are the most commonly searched types of Financial jobs in Santa Rosa, CA? The most popular types of Financial jobs in Santa Rosa, CA are:
What are popular job titles related to Financial Assistant jobs in Santa Rosa, CA? For Financial Assistant jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Financial Assistant jobs in Santa Rosa, CA look for? The top searched job categories for Financial Assistant jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Financial Assistant jobs? Cities near Santa Rosa, CA with the most Financial Assistant job openings:
Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Santa Rosa, CA as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $53,110 per year, or $25.5 per hour.
Financial Analyst

Financial Analyst

Bay Area Community Resources

Novato, CA

$120K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Description:

Job Title: Financial Analyst

Location: San Francisco Bay Area (Hybrid. Remote work with required attendance at occasional in-person meetings and events.)
Reports To: CFO
Pay Range: $120,000 - $130,000

Benefits:

  • 16 paid BACR Holidays, generous paid time off benefits

  • Medical, dental, vision, mental health/wellness benefit, hospital indemnity, life insurance, flexible spending account (transit, medical, dependent), 403b program, pet insurance, WellHub

  • Professional Development opportunities

Key Responsibilities

  • Support the development and coordination of the organization's annual budget in collaboration with Finance leadership and program teams.

  • Assist with financial forecasting, multi-year financial planning, and reforecasting processes throughout the fiscal year.

  • Prepare monthly and quarterly financial reports, including budget-to-actual analysis and variance explanations for leadership and program managers.

  • Analyze revenue, expenses, and program financial performance to identify trends, risks, and opportunities.

  • Develop financial models and scenario analyses to support strategic planning and operational decision-making.

  • Partner with Program Managers to monitor project and grant budgets and identify potential budget variances.

  • Assist in reviewing program expenditures to ensure alignment with approved budgets and organizational financial policies.

  • Support financial reporting for grants and contracts in collaboration with the Project Accounting team.

  • Develop and maintain financial dashboards, reporting tools, and data visualizations to support data-driven decision-making.

  • Maintain financial models, reporting templates, and analytical tools used by the Finance department.

  • Collaborate with the Accounting team to ensure alignment between financial analysis, general ledger data, and financial reporting.

  • Identify opportunities to improve financial reporting processes, data quality, and reporting automation.

  • Prepare ad-hoc financial analyses and reports requested by Finance leadership and executive management.

  • Assist in preparing financial materials and presentations for leadership and board meetings.

  • Support financial analysis and modeling for organizational strategic initiatives.

Required Qualifications

Education & Experience

  • Bachelor's degree in Finance, Accounting, Economics, or related field required.

  • Minimum 3-5 years of experience in financial analysis, budgeting, or financial planning.

  • Experience working with financial data and reporting systems.

  • Experience with enterprise financial systems such as Workday Financial Management preferred.

Skills & Competencies

  • Strong financial analysis and modeling skills.

  • Advanced proficiency in Microsoft Excel (pivot tables, financial models, data analysis).

  • Strong analytical thinking and problem-solving ability.

  • Ability to translate financial information into clear insights for non-financial stakeholders.

  • Strong organizational and time management skills.

  • Ability to manage multiple projects and deadlines.

  • Excellent written and verbal communication skills.

  • High attention to detail and commitment to data accuracy.

Preferred Qualifications

  • Experience working in nonprofit or mission-driven organizations.

  • Familiarity with nonprofit financial structures including restricted and unrestricted funding.

  • Experience with financial dashboards and data visualization tools (Power BI, Tableau, etc.).

  • Experience supporting budgeting and strategic planning processes.

About Us:

Bay Area Community Resources (BACR) promotes the healthy development of individuals, families and communities through direct services, volunteerism, and partnerships in the San Francisco Bay Area.

We have deep respect for the communities we serve throughout the Greater San Francisco Bay Area, the dedicated staff who show up for those in need, and the opportunity we have been given through this work to promote resilience in tens of thousands of individuals every year.

BACR is an equal opportunity employer. We celebrate, support, and thrive on diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment w/o regard to perceived age, marital or familial status, religion, gender, gender identity, gender expression, sexual orientation, race, creed, color, genetic information, ancestry, national origin, physical or mental disability including AIDS or AIDS-Related Complex or military status.

Visit our website at www.bacr.org.

Above is the pay range for this position that we reasonably expect to pay. Individual compensation is based on various factors including experience/education, skillset, and geographic location.

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