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

Haystack Consultants

Financial Accountant

Sonoma, CA · On-site

$100K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

BoxPower

FP&A Director

Bodega Bay, CA · Remote

Own the bottoms-up revenue forecast built from CRM pipeline data & BOM * Assist development of the annual Sales Plan financial model, including commission expense structure and modeling which is ...

DataAnnotation

FP&A Manager - AI Trainer

Santa Rosa, CA · Remote

$50 - $100/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

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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 Aug 15, 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.

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 the work of a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting systems and need strong organizational and communication skills to ensure accurate financial data management.

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.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial document organization to ensure accurate financial management.
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 August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,110 per year, or $25.5 per hour.

Financial Accountant

Haystack Consultants

Sonoma, CA • On-site

$100K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Job description

Financial Accountant
Sonoma, CA | Full-Time
Competitive Salary + Bonus Potential + Full Benefits + 401(k) Match

Build a Career Where Your Work Truly Matters

If you’re an accounting professional who enjoys variety, precision, and meaningful collaboration, this role offers a rare opportunity to work across a sophisticated financial landscape. Join a respected, privately held organization with long-term investments in commercial real estate, operating companies, and high-net-worth portfolios.

Here, your expertise won’t be siloed — it will directly support strategic decisions, protect valuable assets, and help guide long-term financial success. You’ll be part of a team that values accuracy, trust, and balance, while offering stability and long-term growth.

About the Company

This established firm has built its reputation through disciplined growth, sound investment strategy, and integrity. Its diverse holdings — spanning commercial properties, corporate entities, and private financial interests — create a level of stability and professional variety rarely found in one role.

Employees enjoy a collaborative culture, leadership accessibility, and the confidence that comes from working with an organization backed by decades of proven success.

The Opportunity

As Financial Accountant, you will manage accounting functions across multiple entities, including real estate partnerships, corporate operations, and personal financial accounts. This role offers hands-on involvement in the full accounting cycle, financial reporting, and process improvements within a dynamic, multi-entity environment.

Key Responsibilities

  • Maintain and reconcile general ledgers across multiple entities

  • Prepare monthly, quarterly, and annual financial statements and management reports

  • Varied accounting projects

  • Assist with cash flow management, budgeting, and forecasting

  • Communicate with team members throughout the organization

  • Provide financial insights and recommendations to ownership and leadership

  • Identify opportunities to improve efficiency, processes, and internal controls

What You Bring

  • Bachelor’s degree in Accounting or Finance

  • 5+ years of accounting experience in commercial real estate, property management, or similar industries

  • Strong knowledge of GAAP and multi-entity accounting

  • Experience with accounting software (Yardi, QuickBooks, or similar)

  • Advanced Excel skills and strong analytical ability

  • High level of discretion, accuracy, and organizational skill

  • A proactive mindset and collaborative approach

Why You’ll Love Working Here

Competitive base salary with bonus potential
Comprehensive medical, dental, and vision coverage
401(k) with generous employer match
Paid vacation, holidays, and sick leave
A stable, long-term environment with professional growth opportunities
Meaningful work with direct impact on high-value assets
Supportive culture that respects work-life balance

Apply with Confidence

If you’re a detail-oriented accounting professional who enjoys working across multiple entities — and values both stability and professional growth — we’d love to connect.

Apply today. All inquiries are handled with strict confidentiality.