Roseville, CA

Finance Jobs in Roseville, CA

2 jobs found

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25d ago

Office Manager – Accounting & Finance

Grenz Benefit Solutions & Administrators Roseville, CA

Roseville, CA

25d ago

$30 - $36/hr Full time Manager Accounting Hr Technology

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Job Description

Grenz Benefit Solutions & Administrators is seeking an Office Manager with a strong accounting background to help run day-to-day financial operations and keep the office functioning efficiently. This onsite role in Roseville, CA supports both internal workflows and a remote accounting setup, with direct ownership of cash flow, deposits, payroll processing, and office administration.

You will coordinate weekly banking activities across approximately 20 bank accounts, manage payment processing, and serve as a primary contact for the owners and the outside accounting firm. The position also includes maintaining accurate financial and personnel documentation, supporting onboarding and offboarding, and coordinating routine office needs.

Key Responsibilities

Receive, log, scan, and route incoming checks and ACH payments for posting.
Prepare and complete weekly bank deposits.
Review daily positive pay activity and prepare items for owner approval.
Process company bill payments and manage corporate American Express payments twice weekly.
Monitor transactions and balances across approximately 20 bank accounts.
Research and verify check payments, cleared checks, and payment inquiries from clients, vendors, and employees.
Identify discrepancies, investigate unusual transactions, and help keep financial records accurate and up to date.
Maintain organized financial documentation and support efficient accounting workflows.
Process payroll accurately and on schedule.
Coordinate employee onboarding and offboarding documentation.
Maintain confidential and organized personnel records and handle sensitive payroll and employee information with discretion.
Respond to routine employee questions and route more complex matters to the appropriate person.
Coordinate daily workflows, priorities, and deadlines with the owners.
Serve as the primary day-to-day contact for the outside accounting firm and remote bookkeeping support.
Coordinate office supplies, equipment, vendors, and general office needs.
Maintain clear, documented procedures to support consistency and business continuity.
Help identify opportunities to improve administrative processes and keep the office operating smoothly.

Requirements

3–5+ years of hands-on accounting or bookkeeping experience, including accounts receivable, accounts payable, deposits, and banking transactions.
Strong working knowledge of QuickBooks.
Advanced Excel skills, including lookup functions, pivot tables, and managing large spreadsheets.
Experience processing payroll accurately and consistently.
Experience managing multiple bank accounts and online banking platforms.
Strong organizational skills and exceptional attention to detail.
Clear, professional communication skills and ability to collaborate with in-office and remote team members.
High level of integrity and discretion when handling financial, employee, and confidential client information.

Technologies

QuickBooks
Excel

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Experience with positive pay, bank fraud prevention, or other banking controls.
Experience in employee benefits, insurance, or third-party administration.
Familiarity with California payroll and employment requirements.
Associate or bachelor’s degree in accounting, business, or related field.

Pay: $30.00 to $36.00 per hour

Expected Hours: 40.0 to 50.0 per week

Work Location: In person

Ability to Commute: Roseville, CA 95678 (Required)

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7mo ago

Lead Financial Planning Advisor

The MOHR Enterprises LLC Roseville, CA

Roseville, CA

7mo ago Closed

$150k - $165k/yr Full time Senior Advisor Business Development

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

The MOHR Enterprises LLC seeks a Lead Financial Planning Advisor to manage client relationships and deliver strategic financial guidance to high-net-worth individuals and families in Roseville, CA (onsite).

Overview

A growing financial services firm is seeking a Lead Financial Planning Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Location: Roseville, CA (onsite). Compensation: USD 150,000 - 165,000 per year. Minimum experience: 10 years in financial advisory roles.

Responsibilities

Lead end-to-end financial planning engagements
Present investment strategies and long-term financial plans
Foster strong, trusted client relationships
Identify opportunities to grow existing client accounts
Maintain rigorous service quality and regulatory compliance

Requirements

At least 10 years of experience in financial advisory roles
Series 65 license (or equivalent) required

Benefits

401(k) with company match
Health and life insurance coverage
Paid time off

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Finance Jobs in Roseville, CA

Office Manager – Accounting & Finance

Lead Financial Planning Advisor

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