Financial Accountant

Job Description

Job Description

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

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.

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.

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.

• 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

• 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

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

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.