Financial Accountant

Financial Accountant
Sonoma, CA | Full-Time
Competitive Salary + Bonus Potential + Full Benefits + 401(k) Match

Build a Career Where Your Work Truly Matters

If you’re an accounting professional who enjoys variety, precision, and meaningful collaboration, this role offers a rare opportunity to work across a sophisticated financial landscape. Join a respected, privately held organization with long-term investments in commercial real estate, operating companies, and high-net-worth portfolios.

Here, your expertise won’t be siloed — it will directly support strategic decisions, protect valuable assets, and help guide long-term financial success. You’ll be part of a team that values accuracy, trust, and balance, while offering stability and long-term growth.

About the Company

This established firm has built its reputation through disciplined growth, sound investment strategy, and integrity. Its diverse holdings — spanning commercial properties, corporate entities, and private financial interests — create a level of stability and professional variety rarely found in one role.

Employees enjoy a collaborative culture, leadership accessibility, and the confidence that comes from working with an organization backed by decades of proven success.

The Opportunity

As Financial Accountant, you will manage accounting functions across multiple entities, including real estate partnerships, corporate operations, and personal financial accounts. This role offers hands-on involvement in the full accounting cycle, financial reporting, and process improvements within a dynamic, multi-entity environment.

Key Responsibilities

• Maintain and reconcile general ledgers across multiple entities

• Prepare monthly, quarterly, and annual financial statements and management reports

• Varied accounting projects

• Assist with cash flow management, budgeting, and forecasting

• Communicate with team members throughout the organization

• Provide financial insights and recommendations to ownership and leadership

• Identify opportunities to improve efficiency, processes, and internal controls

What You Bring

• Bachelor’s degree in Accounting or Finance

• 5+ years of accounting experience in commercial real estate, property management, or similar industries

• Strong knowledge of GAAP and multi-entity accounting

• Experience with accounting software (Yardi, QuickBooks, or similar)

• Advanced Excel skills and strong analytical ability

• High level of discretion, accuracy, and organizational skill

• A proactive mindset and collaborative approach

Why You’ll Love Working Here

Competitive base salary with bonus potential
Comprehensive medical, dental, and vision coverage
401(k) with generous employer match
Paid vacation, holidays, and sick leave
A stable, long-term environment with professional growth opportunities
Meaningful work with direct impact on high-value assets
Supportive culture that respects work-life balance

Apply with Confidence

If you’re a detail-oriented accounting professional who enjoys working across multiple entities — and values both stability and professional growth — we’d love to connect.

Apply today. All inquiries are handled with strict confidentiality.