Financial Professional

1 week ago


Walnut Creek, California, United States Creative Financial Staffing Full time

Accountant/Full Cycle Bookkeeper

We are seeking a highly skilled Accountant/Full Cycle Bookkeeper to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for performing daily detailed accounting functions, including accounts payable, bank account reconciliations, and ad hoc projects for multiple entities/businesses that are growing.

Key Responsibilities:
Comprehensive bookkeeping, with an emphasis on A/P, bank deposits, and bank reconciliations
Provide support for banking transactions
Evaluate vendor invoices for appropriate approval and process payments with precision
Process disbursement transactions with a high degree of accuracy
Prepare ad hoc management reports as requested
Assist with special projects
Maintain regular communication and coordinate with CPAs

Requirements:
3-5 years of prior bookkeeping/accounting experience preferred
Familiarity with family office operations and dynamics is advantageous
Strong accounting background desired
Proficiency with accounting software, NetSuite
Proficiency in Microsoft Outlook, Word, and Excel
Professional verbal and written skills
Exceptional mathematical aptitude and meticulous attention to detail
Excellent organizational skills and ability to multi-task efficiently
Familiarity with banking platforms
Strong prioritization skills with capability to meet deadlines consistently
Willingness to take on additional responsibilities as needed

This is a unique opportunity for a professional looking for a challenging and dynamic work environment.



  • Walnut Creek, California, United States Creative Financial Staffing Full time

    Accountant/Full Cycle Bookkeeper Job DescriptionOur client is seeking a highly skilled Accountant/Full Cycle Bookkeeper to join their team. As a key member of the financial team, you will be responsible for performing daily detailed accounting functions, including accounts payable, bank account reconciliations, and ad hoc projects for multiple...


  • Walnut Creek, California, United States Creative Financial Staffing Full time

    Accountant/Full Cycle BookkeeperWe are seeking a highly skilled Accountant/Full Cycle Bookkeeper to join our team. The ideal candidate will have a strong accounting background, with experience in QuickBooks or NetSuite, and excellent attention to detail.The successful candidate will be responsible for:Comprehensive bookkeeping, with an emphasis on A/P, bank...


  • Walnut Creek, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll play a critical role in building lasting relationships with your clients, helping them navigate the complexities of the financial...


  • Walnut, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Advisor with Northwestern MutualAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll play a critical role in building lasting relationships with your clients, helping them navigate the...


  • Walnut Creek, California, United States Creative Financial Staffing Full time

    Accountant/Full Cycle Bookkeeper Job DescriptionOur client seeks a highly skilled Accountant/Full Cycle Bookkeeper to perform daily detailed accounting functions, including accounts payable, bank account reconciliations, and ad hoc projects for multiple entities/businesses.Key Responsibilities:Comprehensive bookkeeping, with an emphasis on A/P, bank...

  • Financial Analyst

    2 weeks ago


    Walnut Creek, California, United States Vaco Full time

    Financial Analyst OpportunityVaco is seeking a highly skilled Financial Analyst to join our Fund Accounting and Operations (FAO) team. As a key member of our team, you will be responsible for maintaining the financial integrity and operational efficiency of our investment vehicles.ResponsibilitiesManage and maintain financial records and documents within our...

  • Financial Advisor

    4 weeks ago


    Walnut Creek, California, United States Northwestern Mutual Full time

    {"title": "Financial Advisor Role at Northwestern Mutual", "description": "Build a Business for Yourself, but Not by YourselfAt Northwestern Mutual, we offer a unique opportunity for individuals to build a successful career as a Financial Advisor. As a Financial Advisor, you will work with clients to understand their financial goals and develop personalized...

  • Financial Planner

    7 days ago


    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryThe Financial Planner will communicate effectively with clients and colleagues, analyze confidential client information, and integrate biblical principles into customized financial plans to help clients and their families achieve their goals.Key Responsibilities:Develop and implement customized financial plans tailored to clients' needs and...

  • Financial Analyst

    4 days ago


    Walnut Creek, California, United States Addison Group Full time

    Job DescriptionStaff Accountant RoleWe are seeking a detail-oriented Staff Accountant to contribute to our financial reporting team. In this role, you will play a key part in ensuring the accuracy and efficiency of our financial statements.Responsibilities:Collaborate on month-end closing procedures, preparing detailed journal entries and supporting...


  • Walnut Creek, California, United States GFI - Partnership Full time

    Job OverviewGFI - Partnership is seeking a highly motivated and results-driven Financial Educator to join our remote team. As a key member of our sales team, you will be responsible for converting pre-screened leads and fostering relationships with past clients to generate repeat business.Key ResponsibilitiesDevelop risk management strategies for each...


  • Walnut Creek, California, United States Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.Key ResponsibilitiesProvide personalized financial guidance and advice to clientsIdentify...


  • Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Ronald Blue & Co. As a key member of our team, you will be responsible for providing world-class financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive...


  • Walnut Creek, California, United States Colliers Full time

    About the Role:We are seeking a seasoned property accounting professional to join our East Coast Client Accounting team as a Senior Financial Analyst. This is a remote role that requires strong financial reporting skills, attention to detail, and the ability to work independently.Key Responsibilities:Provide strong financial reporting for assigned...

  • Financial Manager

    4 days ago


    Walnut Creek, California, United States Novogradac & Company Full time

    Financial Forecasting Manager RoleThe Financial Forecasting Manager at Novogradac & Company will oversee a variety of assignments, including financial forecasting and mixed-finance transaction structuring. This role requires minimal supervision and emphasizes supervising and mentoring Staff and Senior Accountants, strengthening and developing client...

  • Financial Analyst

    2 weeks ago


    Walnut Creek, California, United States HF&H Consultants, LLC Full time

    Job SummaryWe are seeking a highly skilled Bookkeeper to join our team at HF&H Consultants, LLC. As a Bookkeeper, you will be responsible for performing a variety of accounting and financial tasks, including general ledger maintenance, accounts payable and receivable, and payroll administration.The successful candidate will have a strong background in...


  • Walnut Creek, California, United States Destination Wealth Management Full time

    Senior Internal Financial PlannerDestination Wealth Management is a rapidly growing Wealth Management firm seeking a Senior Internal Financial Planner to join our team.This is a unique opportunity for a seasoned financial planning professional to work in a team-based structure, interacting with a wide range of clients and contributing to the growth and...


  • Walnut Creek, California, United States Rival Sourcing LLC Full time

    Rival Sourcing LLC is seeking a Strategic Financial Consultant to join our team. As a Private Wealth Management Expert, you will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...


  • Walnut Creek, California, United States ALLIANCE INDUSTRIAL REFRIGERATION Full time

    Job DescriptionJob DescriptionDescription:The Financial Operations Manager will oversee all financial operations and reporting for a large industrial refrigeration service and construction company. This role is critical for ensuring the integrity of the company's financial reporting, maintaining effective internal controls, and providing accurate and timely...


  • Walnut Creek, California, United States Rival Sourcing LLC Full time

    Private Wealth AdvisorRival Sourcing LLC is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing and maintaining relationships with clients, providing targeted advice, and delivering exceptional client experiences.Key Responsibilities:Manage and...


  • Walnut Creek, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide...