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

IDEX

Senior Finance Analyst

Rohnert Park, CA · Hybrid

$94K - $118K/yr

... financial analysis for business case justification and strategic investments. * Help & support Product Management with Yearly Pricing process and Price analytics. * Assist with forecasting and ...

IDEX Corporation

Senior Finance Analyst

Rohnert Park, CA · On-site

$94K - $118K/yr

... financial analysis for business case justification and strategic investments. * Help & support Product Management with Yearly Pricing process and Price analytics. * Assist with forecasting and ...

BoxPower

FP&A Director

Bodega Bay, CA · On-site +1

... * Assist theM&A diligence, build-vs-buy analysis, and pricing strategy work as the quantitative ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record

VisiQuate, Inc.

Assistant Controller

Santa Rosa, CA · On-site

Financial Reporting & Accounting Operations * Lead the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting. * Review journal entries, balance sheet ...

VisiQuate

Assistant Controller

Santa Rosa, CA · Hybrid

Financial Reporting & Accounting Operations * Lead the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting. * Review journal entries, balance sheet ...

VisiQuate, Inc.

Assistant Controller

Santa Rosa, CA · On-site

$140K - $160K/yr

Financial Reporting & Accounting Operations * Lead the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting. * Review journal entries, balance sheet ...

VisiQuate

Assistant Controller

Santa Rosa, CA · Hybrid

Financial Reporting & Accounting Operations * Lead the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting. * Review journal entries, balance sheet ...

Exchange Bank

Assistant Controller

Santa Rosa, CA

$80K - $115K/yr

This position plays a critical role in maintaining accurate financial records, supporting audits, and ensuring regulatory compliance. The Assistant Controller also provides supervision for certain ...

Exchange Bank

Assistant Controller

Santa Rosa, CA

$80K - $115K/yr

This position plays a critical role in maintaining accurate financial records, supporting audits, and ensuring regulatory compliance. The Assistant Controller also provides supervision for certain ...

Exchange Bank

Assistant Controller

Santa Rosa, CA · On-site

$80K - $115K/yr

This position plays a critical role in maintaining accurate financial records, supporting audits, and ensuring regulatory compliance. The Assistant Controller also provides supervision for certain ...

FOLIO WINE COMPANY LLC

Assistant Controller

Napa, CA · Hybrid

Napa, California (In-Office, 4 days per week) Folio Wine is seeking an Assistant Controller to support the Finance team by managing the day-to-day accounting operations, financial reporting ...

BRIDGETON HOLDINGS GROUP

Accountant

Guerneville, CA · On-site

$25 - $30/hr

This includes making sure all invoices are received and recorded for month end financials * Assist in reconciling F&B and Spa revenues to the hotel PMS system and research any discrepancies. * Assist ...

New

Robert Half

Assistant Controller

Rutherford, CA · On-site

$90K - $120K/yr

Join a respected wine company in Napa, Ca as an Assistant Controller . This is a highly visible ... Administer and optimize financial and business systems while improving coding structures, reporting ...

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Financial Assistant information

See Santa Rosa, CA salary details

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$43

How much do financial assistant jobs pay per hour?

As of Aug 16, 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 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 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 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.

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.
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:

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For Financial Assistant jobs in Santa Rosa, CA, the most frequently searched job titles are:

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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 Services Representative - State Farm Agent Team Member

State Farm

Windsor, CA • On-site

$65K - $150K/yr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 308 rated insurance

Job description

Responsive recruiter
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development
  • 401(k)

As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
RESPONSIBILITIES:
  • Provide clients with financial planning and investment advice.
  • Assist clients with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

QUALIFICATIONS:
  • 1+ years of experience in financial services.
  • Strong analytical and communication skills.
  • FINRA SIE and Series 63.

Flexible work from home options available.
Compensation: $65,000.00 - $150,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in the Windsor Town Green in Windsor, CA.
  • I have been a State Farm agent since 2002.
  • I am a proud graduate of University of Missouri, Columbia.
  • Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Bronze Tablet
  • Additional languages spoken: Spanish

If you want a career, not a job, then we encourage you to apply
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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