We’re working with a well-established insurance brokerage that is looking to add a Bookkeeper / Office Manager to support both financial operations and day-to-day office functions. This role is ideal for someone who enjoys owning the numbers while also keeping the office running smoothly in a collaborative, fast-paced environment.

Location: Walnut Creek, CA –hybrid

Salary: $70,000–$90,000

This is a dual-function role combining bookkeeping and office management, with a strong emphasis on accuracy, organization, and operational support.

Responsibilities:

• Managing accounts payable (AP), including invoice processing and vendor coordination
• Handling accounts receivable (AR), including invoicing, collections, and client follow-up
• Supporting billing processes and coordinating revenue tracking with internal teams
• Processing payroll in compliance with applicable regulations
• Assisting with bank and credit card reconciliations
• Maintaining accurate financial records and documentation
• Partnering with leadership and external accounting resources on reporting
• Overseeing day-to-day office operations and administrative workflows
• Maintaining filing systems and document organization
• Coordinating communication with staff, vendors, and external partners
• Supporting process improvements and operational projects

Qualifications:

• 3–5 years of bookkeeping or accounting experience
• Strong understanding of core accounting principles
• Highly organized with strong attention to detail
• Able to manage multiple priorities in a fast-paced environment
• Clear communicator who can work cross-functionally with internal and external stakeholders
• Experience with Bill.com, Partner, Ascend, Microsoft Office