Assistant Controller (Hybrid - San Francisco Bay)

Pacific Crest Group; San Francisco (CA); Hybrid; USD 90,000 - 111,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) and retirement benefits

PTO and paid holidays

Job summary

Pacific Crest Group, serving Bay Area SMBs, is expanding its Accounting team and seeks an Assistant Controller to oversee full-cycle accounting for a portfolio of clients. You’ll own month-end close, financial reporting, and mentor junior staff while coordinating across client teams.

This hybrid role requires Mondays in the San Rafael HQ, with direct client communication and proactive identification of issues to improve outcomes. You’ll work closely with a Controller to grow professionally.

Qualifications

• 2–4 years of full-cycle accounting experience.
• BA degree in Accounting or related field, or equivalent years of experience.
• Demonstrated track record of independent work as an staff accountant or similar role.
• Strong knowledge of GAAP and how day-to-day accounting impacts financial statements.
• Proficiency with QuickBooks, Bill.com and Excel; Asana or similar PM tools is a plus.
• Experience mentoring, training, or coaching junior accounting staff.
• Strong project management and prioritization skills.
• Able to manage multiple deadlines with accuracy.
• Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.

Responsibilities

• Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
• Review and validate work before Controller review.
• Identify discrepancies, errors, red flags, unusual items, and raise questions early.
• Understand how numbers connect to financial statements and client needs.
• Communicate with clients on day-to-day matters, looping in the Controller as needed.
• Provide day-to-day guidance to junior accountants on client accounts.
• Coordinate workflows, priorities, deadlines, and delegation across client team.
• Maintain accurate client procedures, checklists, and workflow docs in Asana.
• Flag workload or risk issues early and discuss resource needs.

Skills

Full-cycle accounting

GAAP knowledge

Client communication

Time management

Mentoring

Deadline management

Process improvement

Education

BA in Accounting or related field

Tools

QuickBooks

Bill.com

Excel

Asana

Job description

Pacific Crest Group provides outsourced financial and HR services to small and mid-sized businesses throughout the Bay Area. We are a fun collaborative team who foster open communication, continuous improvement creating exceptional client services. We're growing our Accounting team and looking for a process-driven Assistant Controller to support a portfolio of clients. The Assistant Controller manages accounting operations, owns month-end close activities, prepares financial reporting, and develops junior accountings. This role works closely with a Controller and offers opportunities for professional growth and expanded client leadership. Hybrid work, Mondays in office at San Rafael HQ is required.

What You’ll Do

• Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
• Review and validate work before Controller review.
• identify discrepancies, errors, red flags, unusual items, and proactively raise questions and recommendations early.
• Build understanding of how the numbers connect — not just complete tasks, understand their impact on financial statements and client needs.
• Communicate directly with clients on day-to‑day matters, looping in the Controller when needed.
• Provide day-to‑day guidance to advanced accountants on client accounts.
• Coordinate workflows, priorities, deadlines, and delegation across client team.
• Maintain accurate and current client procedures, checklists, and workflow documentation in Asana.
• Communicate about workload, deadlines, resource needs and project risks early.

What You’ll Bring

• 2–4 years of full-cycle accounting experience, including hands-on monthly close preparation.
• BA degree in Accounting or related field, or equivalent years of experience.
• Demonstrated rack record of strong, independent work as an staff accountant or similar role — validating work before presenting to clients.
• Strong knowledge of GAAP and how day-to‑day accounting impacts financial statements.
• Proficiency with accounting platforms including QuickBooks and Bill.com and excel; experience with Asana or similar project management tools is a plus.
• Experience mentoring, training, or coaching junior accounting staff.
• Strong project management and prioritization skills.
• Proven ability to manage multiple deadlines with accuracy.
• Proactive mindset — self‑directed, take initiative, complete work without supervision flagging problems early.
• Professional client‑ready communication and presentation style.
• Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.

Compensation Range: $90,000 - $111,000 annually, salaried exempt hybrid position. Mondays in office at San Rafael HQ is required.

Benefits

• Medical, Dental, Vision, 401k, Life, Disability, and flexible saving accounts.
• PTO and paid holidays.

Why Join Us?

Work alongside experienced Controllers invested in your growth, gain exposure to a diverse client base, and build a clear path toward increased leadership and client ownership within a growing accounting consulting team.