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Benefits offered by this job
Fully paid health, dental, and vision insurance
401(k) plan
PTO and paid holidays
Opportunity to work closely with ownership
Job summary
A leading financial services firm in Lafayette, CA is seeking a Mid-Senior level manager to oversee a finance team. Responsibilities include managing financial operations, ensuring GAAP compliance, and maintaining banking relationships. Candidates should have a degree in accounting or finance and 3–5 years of management experience. This full-time position requires on-site work with no hybrid options, offering competitive benefits including fully paid health insurance and a 401(k) plan.
Qualifications
3–5+ years in a management role within accounting/finance.
Experience in retail, multi-location operations, or similar high-volume environments preferred.
Responsibilities
Oversee and mentor a team handling AP/AR, collections, and transactions.
Manage month-end, quarter-end, and year-end close to ensure GAAP compliance.
Prepare accurate financials, budgets, forecasts, and variance analysis.
Handle tax filings and compliance reporting.
Maintain banking and lender relationships, monitor cash flow, and support audits.
Identify and implement process improvements for efficiency.
Skills
Leadership
GAAP knowledge
Advanced Excel skills
Communication
Problem-solving
Education
Bachelor’s degree in Accounting, Finance, or related field
CPA or Master’s a plus
Job description
What You’ll Do
Oversee and mentor a team handling AP/AR, collections, and day-to-day transactions
Manage month-end, quarter-end, and year-end close to ensure GAAP compliance
Prepare accurate financials, budgets, forecasts, and variance analysis
Handle tax filings (sales, use, property) and compliance reporting
Maintain banking and lender relationships, monitor cash flow, and support audits
Identify and implement process improvements for efficiency and accuracy
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or related field (CPA or Master’s a plus)
3–5+ years in a management role within accounting/finance
Strong technical GAAP knowledge and advanced Excel skills
Experience in retail, multi-location operations, or similar high-volume environments preferred
Excellent communication, leadership, and problem-solving skills
Fully paid health, dental, and vision insurance for employee
401(k) plan
PTO and paid holidays
Opportunity to work closely with ownership and make a direct impact
Location and Schedule
Onsite role – Lafayette, CA; 5x a week; no hybrid or remote option