Job Details

Financial Accountant
Sonoma, CA | Full-Time | Competitive Compensation + Bonus Potential + Full Benefits + 401(k) Match
A Financial Role with Real Impact - Across Real Estate, Corporate, and Personal Portfolios

If you're an accounting professional who thrives on variety, precision, and collaboration, this is an opportunity to put your expertise to work across a diverse and sophisticated financial landscape. Join a well-established, privately held company with long-term holdings in commercial real estate and property management, along with corporate entities and individual high-net-worth accounts.

Here, your contributions will be valued, your work will be meaningful, and your career can grow alongside a team that values both excellence and balance.
About the Company

This firm has built its success on steady growth, sound investments, and integrity. With a portfolio spanning commercial properties, operating companies, and personal financial interests, the organization provides stability and variety few accounting roles can match. Team members enjoy a collaborative culture, opportunities for professional development, and the kind of stability that comes from decades of proven performance.
The Opportunity

As a Financial Accountant, you'll oversee accounting functions across multiple entities-spanning real estate partnerships, corporate operations, and individual financial interests. This role offers hands-on engagement with the full accounting cycle, financial reporting, and process improvement in a dynamic, multi-entity environment.
Key Responsibilities

• Maintain and reconcile general ledgers across multiple entities, including commercial real estate and personal accounts
• Prepare monthly, quarterly, and annual financial statements and management reports
• Oversee accounting for property operations-rents, CAM reconciliations, and capital expenditures
• Support cash flow management, budgeting, and forecasting
• Coordinate with outside tax advisors and auditors for compliance and reporting
• Provide financial insights and recommendations to ownership and executive leadership
• Identify opportunities to streamline processes and strengthen controls

What You'll Bring

• Bachelor's degree in Accounting or Finance
• 5+ years of accounting experience in commercial real estate, property management, or related industries
• Solid understanding of GAAP and multi-entity accounting
• Proficiency with accounting software (Yardi, QuickBooks, or similar)
• Strong Excel skills and analytical mindset
• Ability to manage complex portfolios with discretion and accuracy
• A proactive, hands-on approach and a team-oriented mindset

Why You'll Love Working Here

• Competitive base salary with annual bonus potential
• Comprehensive benefits (medical, dental, vision)
• 401(k) with strong employer match
• Paid vacation, sick leave, and holidays
• A collaborative, stable environment with room to grow professionally while maintaining work-life balance

How to Apply

If you're a detail-oriented accounting professional who enjoys the challenge of working across multiple entities-and appreciates the stability of a respected, long-standing company-we'd love to hear from you.
Apply today; your inquiry will be handled with full confidentiality.