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7 results for Treasurer in Santa Rosa, CA

Bookkeeper

Berkeley, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
The Bookkeeper is responsible for: <ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul> This position is ideal for a candidate that has worked in public accounting or has exposure to multiple entities and transactions; with a Degree in Accounting or Related studies, QuickBooks proficiency and Bilingual in both English and Spanish, This is a great work environment and offers excellent employee benefits.
2026-07-13T00:00:00Z

Accountant

San Francisco, CA
onsite
Temporary / Contract
20 - 30 USD / Hourly
We are looking for an Entry-Level Accountant to support the accounting operations of a growing organization in San Francisco, California. This opportunity is ideal for a recent graduate or early-career accounting professional who is eager to learn and build a strong foundation in accounting. Responsibilities:<ul><li>Assist with accounts payable and accounts receivable processing.</li><li>Prepare journal entries and support general ledger maintenance.</li><li>Perform bank and account reconciliations while researching discrepancies.</li><li>Assist with month-end close activities and financial reporting.</li><li>Maintain accurate financial records and supporting documentation.</li><li>Support fixed asset, prepaid expense, and accrual schedules as needed.</li><li>Assist with audits by gathering requested documentation.</li><li>Ensure compliance with company policies and accounting standards.</li><li>Provide administrative and ad hoc support to the accounting team as needed</li></ul>
2026-07-14T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Private Equity & Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-07-06T00:00:00Z

Grant Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 42 USD / Hourly
We are looking for a Grant Accountant to support financial oversight for grant-funded programs in Emeryville, California. This Long-term Contract position will focus on maintaining accurate grant records, monitoring fund activity, and helping ensure compliance with government funding requirements. The ideal candidate brings strong accounting experience, a solid understanding of fund administration, and the ability to work confidently with financial systems and reporting tools. Responsibilities: • Oversee day-to-day accounting activity for grant-funded programs, ensuring transactions are recorded accurately and in alignment with funding guidelines. • Prepare and maintain financial reports related to grants, fund balances, and net asset activity for internal and external review. • Reconcile grant accounts and investigate variances to support accurate month-end and period-end close processes. • Track spending against awarded funding and help confirm that expenses are properly allocated and supported by required documentation. • Coordinate with program teams and finance stakeholders to monitor budgets, reporting deadlines, and compliance obligations tied to government grants. • Support fund administration tasks by maintaining organized records, updating financial data, and assisting with audit readiness. • Use accounting platforms such as Abila MIP and NetSuite to manage financial information, reporting, and account analysis. • Assist with financial process updates or system-related changes impacting grant accounting workflows when needed.
2026-07-15T00:00:00Z

Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

VP, Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Fund Controller | Investment Management Firm | San Francisco | Hybrid; 2 days onsite | Base + Bonus + Carry Join a well-established investment firm with a strong track record backing high-growth, innovation-driven companies. With significant assets under management and a collaborative, hands-on culture, the firm is continuing to expand across technology and other dynamic sectors. This is a senior leadership role within a lean, high-performing team, offering strong visibility with senior stakeholders, the opportunity to shape and scale a core finance function, and a flexible hybrid setup. There is a strong focus on modernization and process improvement. This is not a maintenance role. You will be expected to improve how things are done, introduce efficiencies, and help drive change as the platform scales. A forward-thinking approach to systems, automation, and emerging tools is highly valued. Responsibilities<ul><li>Lead oversight of fund accounting, managing a small team in a review-focused capacity</li><li>Own financial reporting across multiple investment vehicles</li><li>Manage GP accounting (fees, offsets, fund lifecycle activity)</li><li>Coordinate audit and tax processes with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive process, systems, and reporting improvements</li><li>Support scaling of the platform as new funds are raised</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z