Data Processing Clerk for a local CPA Firm (Full-Time/Part-Time) (millbrae)

Northwest General Engineering We are a local construction company based in Santa Rosa. We’re currently seeking an Accounts Receivable/Administrative Support person. This is a full-time position Monday through Friday, in office, with benefits (Health Insurance, Dental Insurance, Vision Insurance, 401k with Employer Match, Paid Time Off). Duties: • Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables data and reconciling data to confirm accuracy • Review contracts for billing and submission requirements, obtain, execute, and distribute preliminary paperwork such as certificates of insurance, preliminary notices, and other contract-related forms based on the contract/client needs • Prepare and execute billing packages including, but not limited to invoices, waivers, and billing worksheets • Enter and maintain billing change requests and change orders • Process payments received and check deposits in compliance with financial policies and procedures • Maintain tracking systems and communication for customer accounts, outstanding payments, job completion status, and job/client-related information • Generate financial statements and reports detailing accounts receivable information • Assist with front-office tasks, including but not limited to answering multi-line phones, picking up and dropping off mail, and general office needs that may arise Qualifications: • Previous experience in construction-related accounts receivable preferred • Strong understanding of basic accounting principles and practices • Proficient with accounting software and Microsoft Office Suite (Excel, Word) • Excellent attention to detail and accuracy in data entry and record keeping • Strong organizational, time, and task management skills, and prioritizing tasks effectively • Ability to work both independently and with a team • Excellent communication skills, both verbal and written • Strong customer relations skills • Ability to maintain professionalism and confidentiality in handling sensitive financial information Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as required to meet the ongoing needs of the organization.

Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you! Why Us? We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments. We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.) The Opportunity (Must Live in the State You Are Applying For) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where: Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income. Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients. Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures. Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation). Clean U4 record (if currently registered). Must live in the State you are applying for! Enjoy Face to Face meeting with the Clients in their home. Proven sales ability with a track record of successful sales using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Travel (within your home state) and willingness to meet with qualified clients. Benefits As a Senior Market Financial Planner with us, you will enjoy the following benefits: 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice. Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance. Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.

Homebase is adding a position for an Accounting Manager to join our wonderful team of Finance and Business Operations professionals. The Accounting Manager will play a critical role in managing and strengthening the organization’s financial systems, ensuring accuracy, compliance, and alignment with best practices in nonprofit finance. This is an ideal opportunity for an experienced accounting professional who brings strong nonprofit financial acumen, excellent organizational skills, and deep proficiency with Sage Intacct to help advance Homebase’s mission to end homelessness. Compensation for this position starts at $93,000 – 108,000, with exceptions for extensive experience. We also offer a robust benefits package, including a 403(b) match, health insurance, and generous PTO. Applications will be considered on a rolling basis until the position is filled. **About the Position Reporting to the Director of Finance, the Accounting Manager will oversee the day-to-day accounting operations at Homebase, ensuring compliance with GAAP, nonprofit financial standards, and funder requirements. The Accounting Manager will be responsible for maintaining accurate financial records, managing the general ledger, preparing timely financial reports, administering Sage Intacct, and supporting audits, tax filings, and grant reporting. This role will also collaborate closely with program and operations staff to build financial literacy and support effective budget tracking. This is a dynamic position suited to someone who thrives in a mission-driven environment, enjoys improving systems and processes, and is committed to achieve social impact. The position is full-time and remote. For candidates in the San Francisco Bay Area, there is the option to connect in person at our downtown San Francisco office, although most staff work remotely. **About Homebase Homebase is a national nonprofit dedicated to the social problem of homelessness. Our mission is to end homelessness, prevent its recurrence, and decrease its effect on communities. We work at the local, state, and national levels to support our partners in designing systems and implementing responses to homelessness while fostering collaboration and collective impact in addressing its political and economic causes. **Responsibilities *Financial Management & Compliance Oversee the general ledger, ensuring all transactions are recorded accurately and timely. Manage month-end and year-end close processes and prepare financial statements and management reports. Administer and optimize Sage Intacct, including maintenance of workflows and custom reports. Ensure compliance with GAAP, IRS regulations for nonprofits, and best practices in fund accounting. *Operational Accounting Manage bank reconciliations, accounts payable, accounts receivable, and payroll allocations. Support preparation for annual audits, IRS Form 990, and other regulatory filings. Prepare grant and contract financial reports in coordination with program teams. *Systems & Internal Controls Strengthen internal controls and develop/update accounting policies and procedures. Collaborate with program and operations teams to support budget tracking, cost allocations, and financial literacy. **Qualifications *Successful candidates ideally possess: Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent credential a plus. At least 5 years of accounting experience, including 2+ years in a nonprofit setting. Strong understanding of nonprofit fund accounting, including cost allocations and tracking restricted funds. Advanced proficiency with Sage Intacct is required. Excellent attention to detail, analytical skills, and ability to meet deadlines. Strong communication and collaboration skills to work effectively with non-financial staff. *Homebase prefers candidates with: Experience supporting audits and nonprofit grant compliance. Knowledge of Uniform Guidance and other federal funding requirements. Familiarity with reporting to diverse funders (government, foundations, etc.). Demonstrated commitment to the public interest and passion for addressing homelessness and poverty. Special consideration will be given to applicants with lived experience of housing instability, homelessness, and/or criminal justice involvement, including arrest and conviction records. To Apply Please email cover letter and resume to jobs @homebaseccc.org with the subject line: “Accounting Manager Application – [Your Name]”. Applications will be reviewed on a rolling basis until the position is filled.

Casa Lending is looking for an Account Manager to join our growing Servicing team. In this role, you will provide superior borrower experience while maintaining the well-being of our active loan portfolio.  As an Account Manager, you’ll play a pivotal role in this effort, supporting borrowers through regular, meaningful communication.  From loan closing to payoff, you’ll oversee borrower relationships, champion loan progress, and drive repeat business. Casa Lending is one of the fastest-growing private money lending firms in the United States. Our mission is to help real estate investors profitably scale their business by offering a best-in-class suite of loan products and leveraging top talent. What You’ll Do: Borrower Relationship Liaison: Serve as the main contact for your borrowers, managing all incoming inquiries and proactive communication. Problem Solving: Address borrower concerns related to construction draws, interest payments, loan modifications, and payoffs, collaborating with internal teams for risk analysis and processing. Insight Expert: Provide accurate insights on each deal and borrower through proactive follow-up, enabling informed decisions on loan management. Who You Are: Customer-Oriented: Passionate about delivering exceptional service and enjoy regular interactions with borrowers. Proactive: Excel in managing multiple tasks, taking responsibility for your portfolio, and ensuring borrowers progress as planned. Daily Responsibilities: Collaboration: Partner with other Account Managers and cross-functional teams, including sales, servicing, and credit, to share insights and resolve issues. Impact: Enhance the borrower experience during the most extended phase of our lending process, driving customer retention and repeat business. Requirements Communication Skills: Strong interpersonal and communication skills, with the ability to engage professionally and cooperatively with internal and external stakeholders. Organizational Skills: Excellent organizational and time management skills, with the ability to prioritize and handle multiple competing tasks. Adaptability: Ability to thrive in a fast-paced, dynamic environment and remain dependable and punctual under tight deadlines. Team Player: A collaborative mindset with the ability to work well within a team and across departments. Benefits At Casa Lending, we believe in taking care of our team. Here’s a sneak peek at the benefits that come with joining us:  Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life. National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S. Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans. Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan. Competitive Compensation – We offer competitive wages that reward your expertise and hard work.  Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.  Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.  We’re here to support you both professionally and personally—because when you thrive, we all thrive. Casa Lending is an Equal Opportunity Employers (EEO) and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Looking for a CPA with 3 - 5 years of tax preparation. The office prepares all tax types. The individual has to have an independent spirit. We have a strong focus in real estate and real estate investments. The candidate has to have strong communication skills, be accurate, good computer skills, be ambitious, and last be gregarious and social.

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About our role: We are seeking an experienced Operations Director to join our dynamic team within our Broker-Dealer operations. The ideal candidate will play a pivotal role in ensuring seamless operational processes, mitigating risk, and maintaining compliance with regulatory standards. This position requires a proactive approach to identifying inefficiencies, implementing controls, and optimizing procedures to enhance operational effectiveness. Key Responsibilities: Operational Oversight: Monitor daily operations, trade settlements, reconciliations, and financial transactions to ensure accuracy and compliance. Risk Management: Identify, assess, and mitigate operational risks, developing strategies to enhance controls and minimize errors. Regulatory Compliance: Ensure adherence to SEC, FINRA, and other regulatory requirements while maintaining proper documentation and reporting. Process Improvement: Analyze existing workflows, recommend enhancements, and implement automation initiatives to boost efficiency. Audit & Internal Controls: Collaborate with internal audit teams to ensure all processes align with industry best practices and regulatory standards. Cross-functional Coordination: Work closely with Clearing, Finance, AML, Compliance, Cash Management and Stock Transfer teams to streamline operations. Issue Resolution: Investigate trade discrepancies, reconcile accounts, and resolve escalated operational issues with precision and urgency. Requirements 10+ years of experience in Operations Control within a Broker-Dealer environment. Strong understanding of SEC, FINRA, and regulatory frameworks governing Broker-Dealer operations. Expertise in trade reconciliations, risk management, and compliance monitoring. Proficiency in industry systems (e.g., DTCC, OCC, Bloomberg, or similar platforms). Exceptional analytical and problem-solving skills with attention to detail. Effective communication and collaboration abilities in a fast-paced environment. Understanding of an omnibus clearing model Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000 - $125,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center. Apply for this job