Assistant Controller (Hybrid - San Francisco Bay)

San Francisco Bay Area, CA
Full Time
Experienced
Pacific Crest Group provides outsourced financial and HR services to small and mid-sized businesses throughout the Bay Area. We are a fun collaborative team who foster open communication, continuous improvement creating exceptional client services.

We're growing our Accounting team and looking for a process-driven Assistant Controller to support a portfolio of clients. The Assistant Controller manages accounting operations, owns month-end close activities, prepares financial reporting, and develops junior accountings. This role works closely with a Controller and offers opportunities for professional growth and expanded client leadership. Hybrid work, Mondays in office at San Rafael HQ is required.

What You'll Do

  • Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
  • Review and validate work before Controller review.
  • identify discrepancies, errors, red flags, unusual items, and proactively raise questions and recommendations early.
  • Build understanding of how the numbers connect — not just complete tasks, understand their impact on financial statements and client needs.
  • Communicate directly with clients on day-to-day matters, looping in the Controller when needed.
  • Provide day-to-day guidance to advanced accountants on client accounts.
  • Coordinate workflows, priorities, deadlines, and delegation across client team.
  • Maintain accurate and current client procedures, checklists, and workflow documentation in Asana.
  • Communicate about workload, deadlines, resource needs and project risks early.

What You'll Bring

  • 2–4 years of full-cycle accounting experience, including hands-on monthly close preparation.
  • BA degree in Account or related field, or equivalent years of experience.
  • Demonstrated rack record of strong, independent work as an staff accountant or similar role — validating work before presenting to clients.
  • Strong knowledge of GAAP and how day-to-day accounting impacts financial statements.
  • Proficiency with accounting platforms including QuickBooks and Bill.com and excel; experience with Asana or similar project management tools is a plus.
  • Experience mentoring, training, or coaching junior accounting staff.
  • Strong project management and prioritization skills.
  • Proven ability to manage multiple deadlines with accuracy.
  • Proactive mindset — self-directed, take initiative, complete work without supervision flagging problems early.
  • Professional client-ready communication and presentation style.
  • Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.
Compensation Range: $90,000 - $111,000 annually, salaried exempt hybrid position. Mondays in office at San Rafael HQ is required.

Benefits: Medical, Dental, Vision, 401k, Life, Disability, and flexible saving accounts. PTO and paid holidays.

Why Join Us?

Work alongside experienced Controllers invested in your growth, gain exposure to a diverse client base, and build a clear path toward increased leadership and client ownership within a growing accounting consulting team.

No phone calls or recruiters, please.
 
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