Loan Operations Manager Jobs in Santa Rosa, CA (NOW HIRING)

Location: Novato, CA (In-Person)

Compensation: $42.00 to $52.00 per hour, DOE

Job Type: Full-Time

Barbier Security Group is a family-owned security services company that has proudly served the San Francisco Bay Area since 2007. We provide professional security services throughout Marin, Sonoma, Napa, San Francisco, the East Bay, and Silicon Valley. Our company has built a reputation for professionalism, integrity, and long-term client relationships.

We are seeking an experienced Accounting & Business Operations Manager to join our leadership support team.

This position is available due to the planned retirement of a long-time employee after many years with our company. We are intentionally hiring well in advance to provide approximately six months of hands-on training and transition before the successful candidate assumes full responsibility for the position.

This is an excellent opportunity for someone seeking long-term employment with a stable, growing company where they can become an integral part of the organization.

The Accounting & Business Operations Manager is responsible for the day-to-day financial administration of the company. This position oversees client billing, accounts receivable, accounts payable, bookkeeping, banking activities, financial reporting, and administrative accounting functions while working directly with company ownership.

The ideal candidate is organized, detail-oriented, trustworthy, and takes pride in producing accurate financial work. They enjoy creating order, solving problems, and supporting the daily operations of a growing business.

• Prepare and process client invoices accurately and on schedule.

• Manage accounts receivable, including payment tracking and aging reports.

• Contact clients professionally regarding outstanding invoices and payment status.

• Receive, process, and deposit incoming payments.

• Manage accounts payable, including vendor invoices and bill payments.

• Maintain accurate bookkeeping records and general ledger activity.

• Perform monthly bank and account reconciliations.

• Assist with month-end and year-end financial closing activities.

• Prepare financial reports and supporting documentation for ownership.

• Assemble financial packages and supporting documents for banks, loan applications, and lines of credit.

• Assist with financial audits, insurance audits, workers' compensation audits, and other compliance requests.

• Coordinate with our CPA and other financial partners as needed.

• Maintain organized financial files and accounting records.

• Process incoming business mail and financial correspondence.

• Support various administrative and financial projects as assigned.

• Maintain strict confidentiality regarding company financial information.

• Five or more years of accounting, bookkeeping, or business finance experience.

• Strong understanding of accounts payable, accounts receivable, reconciliations, and bookkeeping principles.

• Experience preparing financial reports and business documentation.

• Strong organizational skills with exceptional attention to detail.

• Excellent written and verbal communication skills.

• Professional and courteous client service skills.

• Ability to prioritize multiple projects while meeting deadlines.

• High level of integrity and discretion when handling confidential information.

• Proficiency with Microsoft Excel and Microsoft Office.

• Experience with accounting software such as QuickBooks or similar accounting systems.

• Experience supporting a small or mid-sized business.

• Experience working directly with business owners or executive leadership.

• Experience with commercial banking relationships, loan documentation, or financial reporting.

• Experience with insurance audits, payroll audits, or compliance reporting.

• Experience in a service-based business is highly desirable.

This is a full-time, in-person position based in our Novato office. Due to the nature of the work, including confidential financial information, banking responsibilities, physical mail, check processing, and daily collaboration with management, remote or hybrid work is not available.

We are looking for someone who wants more than just another accounting position. We want someone who enjoys becoming part of a close-knit team and takes ownership of their work.

The ideal candidate is dependable, proactive, highly organized, and committed to continuous improvement. They are comfortable working directly with ownership, solving problems independently, and helping build efficient financial processes that support the continued growth of the company.

If you are looking for a long-term opportunity where your work truly matters and where you can make a meaningful impact on a growing organization, we would like to hear from you.

• Competitive compensation based on experience.

• Paid vacation and sick leave.

• Paid holidays.

• 401(k) retirement plan.

• Health insurance.

• Opportunities for professional growth and long-term career development.

• Structured training and transition with the current Accounting & Business Operations Manager.

Barbier Security Group is an Equal Opportunity Employer.