Bookkeeper/Officer Manager

The Bookkeeper / Office Manager is responsible for overseeing day-to-day financial operations and supporting administrative office functions. This role requires strong accounting knowledge, attention to detail, and the ability to manage multiple priorities while maintaining compliance with applicable regulations.

About the Company

We are an insurance brokerage firm dedicated to delivering high-quality service and tailored solutions to our clients. We operate in a collaborative, fast-paced environment and value accuracy, accountability, and continuous improvement.

Position Summary

The Bookkeeper / Office Manager is responsible for overseeing day-to-day financial operations and supporting administrative office functions. This role requires strong accounting knowledge, attention to detail, and the ability to manage multiple priorities while maintaining compliance with applicable regulations.

Essential Duties and Responsibilities

Accounting & Financial Management

- Process and manage accounts payable (AP), including invoice entry and vendor relations

- Manage accounts receivable (AR), including invoicing, collections, and follow-up with clients

- Coordinate with internal teams on revenue recognition and billing schedules

- Prepare weekly cash flow projections and assist in financial planning

- Process payroll in compliance with applicable laws

- Assist with monthly bank and credit card reconciliations

- Maintain accurate financial records and documentation

- Collaborate with leadership and external Controller on reporting

Office Management & Administration

- Oversee daily office operations

- Maintain filing systems and document retention

- Coordinate communications with staff, vendors, and partners

- Support operational improvements and special projects

Systems & Tools

- Bill.com

- Partner

- Ascend

- Microsoft Office (Excel, Word)

- Xero experience preferred

Qualifications

- 3–5 years of relevant experience

- Strong understanding of accounting principles

- Excellent organizational and communication skills

- Ability to manage multiple priorities

- Proficiency with accounting software

Work Environment

Hybrid role with required in-office presence in Walnut Creek, CA.

Compensation & Benefits

Salary range: $70,000 – $90,000 annually. Benefits may include health insurance, retirement plans, and paid time off.

Legal Disclosures

We are an equal opportunity employer and do not discriminate on the basis of any protected characteristic under applicable law. We provide reasonable accommodations in accordance with applicable laws. Employment is at-will and may be terminated at any time, with or without cause or notice. Salary range provided in compliance with California law. Actual pay depends on experience and qualifications. Employment may be contingent upon background and reference checks in compliance with applicable law. Employees must be authorized to work in the United States. We maintain a workplace free of harassment and discrimination. The company reserves the right to modify this job description at any time.