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

Exchange Bank

Assistant Controller

Santa Rosa, CA · On-site

$80 - $115/hr

Accounting Operations: * Assist with the preparation of monthly, quarterly, and annual financial statements including financial reports for management, Board of Directors reports, annual report, and ...

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 ...

Dawn Ranch Lodge

Accountant

Guerneville, CA · On-site

$71.64/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

Jack In The Box

Assistant Manager

Santa Rosa, CA · On-site

You will manage daily activities to ensure guests receive excellent customer service and use management information tools to analyze restaurant operational and financial performance. Assistant ...

Gul Food Management

Assistant Manager

Santa Rosa, CA · On-site

You will manage daily activities to ensure guests receive excellent customer service and use management information tools to analyze restaurant operational and financial performance. Assistant ...

PDS Health

Dental Assistant

Santa Rosa, CA · On-site

$20.75/hr

Gain a financial commitment from the patient to start the dentistry that the Dentist is diagnosing for their patient * Achieve proficiency in PDS system and tools, skills, and talents to assist ...

Cattlemens

Assistant Manager

Rohnert Park, CA · On-site

$72K - $83K/yr

Assistant Manager - Cattlemens Restaurants Be Part of a Family-Owned Steakhouse Tradition for Over ... Health & Financial * Medical, Dental, Vision, Life & Disability coverage. * Paid Vacation (based on ...

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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 Sep 4, 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 documentation to ensure accuracy and efficiency in financial processes.
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, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,110 per year, or $25.5 per hour.

Assistant Controller

Exchange Bank

Santa Rosa, CA • On-site

$80 - $115/hr

Other

Posted 24 days ago

Job description

Exchange Bank Admin, 545 Fourth St, Santa Rosa, CA 95401, USA

Essential Functions
  • Accounting Operations:
    • Assist with the preparation of monthly, quarterly, and annual financial statements including financial reports for management, Board of Directors reports, annual report, and ad hoc financial projects and reports as needed including preparing special accounting reports for management or for audit/regulatory authorities.
    • Manage daily accounting functions, including journal entries, reconciliations, tax, accounts payable, fixed assets, accruals, and ledger maintenance.
    • Lead the month-end close process and ensure accuracy of financial data. Review the company’s accounting information to identify and resolve inaccuracies or imbalances.
    • Recommend and implement methods and procedures to improve department efficiency.
    • Assist in establishing and implementing financial controls and policies to comply with regulatory and GAAP requirements as well as established best practices.
    • Assist in the planning process by providing financial data and variance analyses to management to support strategic planning and budgeting efforts.
  • Regulatory Reporting:
    • Prepare and manage compilation of quarterly and annual financial regulatory filings including Call Reports, FDIC Summary of Deposits, Escheatment reporting, and other regulatory reports as required.
    • Report all unclaimed property to State(s) and escheat at the appropriate time(s).
    • Monitor changes in regulatory reporting requirements and assist in implementing necessary changes to comply
  • Management:
    • Supervise and mentor accounting staff; ensure adherence to policies and deadlines.
    • Work closely with departments across the bank to support accurate financial data and reporting.
    • Direct supervisor of the accounting/wire transfer team, handling performance management, career development and work flow to ensure maximum service levels are maintained at all times and tasks are completed as required and within established guidelines.
    • Serve as a key contact for internal and external audits and examinations.
    • Assist in the documentation and testing of internal controls and FDICIA procedures.
    • Attend internal and external management meetings and represent the Bank at external functions and activities.
  • Wire Transfer:
    • Manage finance related wire processes and ensure accurate document maintenance.
    • Ensure adherence to policies and procedures for finance related wire operations and systems.
  • Non-Essential Functions:
    • Perform special projects and research as assigned.
    • Perform other duties as assigned.
Minimum Qualifications
  • BA in Accounting, Finance, or related field and 5-7 years accounting related experience, including 1 year of supervisory experience, or an equivalent combination of education and experience.
  • Advanced knowledge of MS Excel
  • Excellent math skills with an attention to detail
  • Ability to analyze conditions and reach an independent decision.
  • Ability to successfully prioritize duties when faced with requests, demands and deadlines.
  • Ability to handle confidential information.
Compensation

The hiring range for this position is to $80,000 to $115,000 annually. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

QualificationsSkillsBehaviorsMotivationsEducationExperienceLicenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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