Commercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person

Who We Are Claritas Rx is a venture-backed digital health startup that brings clarity to the challenges of specialty biopharmaceutical products in the marketplace. In today’s highly complex specialty networks, our mission is to illuminate the patient experience beyond the clinical trial. Claritas Rx leverages a proprietary technology platform and deep manufacturer expertise to automate and integrate channel, commercial, and clinical data and help biopharmaceutical companies generate actionable business insights. Our work uncovers the real-world variables impacting patient access, duration of therapy, and other metrics key to commercial success, making a real impact on patient healthcare. As Director, FP&A, you will own our end-to-end FP&A process, reporting to our CFO and serve as the main business partner for leaders across the company. You will be responsible for driving capacity planning, revenue forecasts, budgets and long term forecasts. You will translate complex data into clear recommendations. Why You Should Join Shape our financial foundations. You’ll design and own FP&A, budgeting, forecasting, capital-raise models and reporting. Direct Impact.  You will be the sole FP&A resource in a small and productive finance team. Deep cross-functional impact. You’ll design analysis to support and advise on ROI and resources allocation across product development, customer success, marketing and sales. Why You Shouldn’t Join You’re seeking a fully-formed structure—this is a hands-on, high-ambiguity environment. You need strict 9–5 hours—occasionally you’ll dive into month-end close and board-deck prep outside typical cycles. You prefer to live in the models and are not excited about working shoulder-to-shoulder with leaders across the company. Responsibilities Strategic Planning & Analysis: Build and maintain multi-year financial models, forecasts and scenario analyses to guide leadership decisions. Business Partnership: Partner with Product, Sales, and Engineering leaders to own budgeting, pricing experiments and ROI driven decisions. Process Improvement: Implement best practices and tooling to automate reporting, forecasting and KPI dashboards. Who You Are Qualifications San Francisco based - this will be a hybrid model with 1-2 days in our South San Francisco office. 8–12 years of FP&A experience including high-growth SaaS startups Proven track record building financial planning processes, models and dashboards. Deep familiarity with SaaS metrics (ARR, NRR, CAC, LTV, usage-based revenue). Exceptional analytical rigor, communication skills and comfort simplifying complex data into clear narratives. Entrepreneurial mindset: thrive in ambiguity, bias toward action and willing to roll up your sleeves. Join Us We are seeking to add new expertise and perspective to our strong team of experienced professionals.  We aspire to a culture of accelerated professional development through:  Shared learning and collaboration A respectful and fun work environment Employee empowerment through the effective use of technology and tools   In addition to our great environment, we offer a competitive salary of $170,000 and $200,000 plus benefits package and the opportunity to make a significant impact on a first-in-industry digital health solution.  Please send a cover letter along with your resume when applying to the position of interest.  Claritas Rx embraces diversity, equality, and transparency. We are committed to building a team that comprises a variety of backgrounds, perspectives, and talents. We believe the more inclusive we are, the better we are. Join us and discover what it feels like to be part of an environment that rewards ingenuity, risk taking and smart work. It’s time to fall in love with what you do! At Claritas Rx, protecting our candidates is a top priority. If you're applying for a role with us, please note: • All legitimate opportunities are posted first on our official website. Check there before trusting external listings. • We believe in meaningful interviews: offers never come after just one phone call or form. Expect multiple video calls to get to know you. • We never ask for fees or payments of any kind during the hiring process. • Our People Operations Team will handle your onboarding, and all equipment comes directly from us—no purchases required. Learn more about how to spot recruitment scams and protect yourself - FBI warning: https://lnkd.in/dh2aFN8 Claritas Rx is committed to transparency, integrity, and a safe hiring experience for every candidate. Learn more: https://lnkd.in/enhAqwqE

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

About BusRight Access to education begins with a safe, reliable ride to school. That’s why we’ve built BusRight, used by over 70,000 Transportation Directors, Drivers, and Parents across 34 states, that brings safety, communication, and confidence to the country’s largest mass transit system: the yellow school bus. Following the closing of a $23M financing round, more than double digit YoY growth, and rapid nationwide expansion, we’re looking for a creative and strategic finance leader who can drive capital allocation decisions, evaluate growth opportunities, and ensure we invest resources where they’ll create the most impact. We’re a 50+ person remote team with hubs in New York City, Boston, and Austin. Curious what it’s like to be a BusRighter? Here’s a glimpse into our culture from a recent company retreat in Mexico, this BusRight commercial, and how we approach school bus conferences. The Opportunity As BusRight’s first in-house finance leader, you’ll serve as a strategic partner to the leadership team, steering financial strategy, optimizing capital deployment, and fostering investor confidence to support long-term success. This is a player-coach role that blends strategic, cross-functional leadership with hands-on execution in an early-stage environment. We’re looking for a financial leader with strong judgment across financial planning, SaaS metrics, capital deployment, and who can motivate a team through storytelling. Here are some key priorities that you’ll lead: Work hand-in-hand with the leadership team and board on strategic planning, scenario modeling, and performance tracking. Lead our monthly close and financial reporting process, crafting clear, insight-driven updates for the leadership team and the board. Act as a strategic thought partner to department heads, connecting financial insights to hiring plans, targets, and team execution. Build dynamic, decision-grade financial models to evaluate ROI across high-leverage investments (e.g., sales, product R&D, CX expansion, etc.) Spearhead our corporate development roadmap, from venture debt strategy to future fundraising and key banking relationships. Own forecasting, budgeting, and cash flow planning across every department to keep our growth efficient and scalable. Launch a real-time KPI dashboard to give leadership a pulse on revenue, churn, burn, unit economics, and other important operating metrics.  Oversee all core finance operations, including AP/AR, payroll, tax compliance, equity management, and benefits. Manage external partners across accounting, tax, insurance, and benefits. Drive BusRight’s long-term financial strategy, aligning capital allocation with our vision. Be a cultural cornerstone and trusted coach within a small, remote-first team that moves fast and cares deeply. A Day In The Life Your morning kicks off with a coffee and a 1:1 with the CEO, walking through updated runway projections after finalizing sales territory and growth plans for the coming year. Next up, you’re huddling with the VP of Engineering to dig into planned vs. actual spend and brainstorm how hiring priorities can best match our budget and growth goals. By the afternoon, you’re buttoning up month-end numbers in QuickBooks and catching up with department heads to make sure plans, like growing our Customer Success team, stay aligned with our financial targets and long-term vision. In the afternoon, you’re refreshing the real-time KPI dashboard, sitting in on a product strategy session to weigh in on quote-to-cash timelines, and sketching out early slides for the next board meeting. You might wrap up the day by modeling capital allocation tradeoffs, how might investments in a new product line impact runway and growth projections next year? This role lives at the intersection of execution and strategy, where spreadsheets meet storytelling, and where risk management fuels enduring growth. At BusRight, you won’t just be closing the books, you’ll be writing the next chapter. About You You bring low ego, champion the best ideas no matter where they come from, and know that culture isn’t defined by words, but by what we do and follow through on every day. Prior CFO or VP of Finance experience at a growth-stage startup (Series A - C preferred), with a proven track record of scaling financial operations in high-velocity environments. 10 - 15+ years of finance and accounting leadership experience, ideally in SaaS or tech-enabled companies where complexity, growth, and real-world operations intersect. Fluent in SaaS finance, from pricing strategy and margin modeling to unit economics and customer cohort analysis. Hands-on experience with fundraising and board relations, including owning investor updates, building data room materials, and managing the capital stack. Expertise across financial systems like QuickBooks, Bill.com, Carta, Gusto, and ideally Maxio, with a passion for building clean, real-time reporting workflows. Sharp strategic thinking with a strong execution mind, you can architect a long-term plan and dive into the weeds to make it a reality.

📌 Payroll Administrator – $28–$38/hr Full-Time On-Site Sacramento, CA Organization: UCP of Sacramento and Northern California Location: Sacramento, CA Pay: $28–$38 per hour Schedule: Full-time, On-site Benefits: Full benefits package included Join a mission-driven team supporting over 1000 employees across three organizations. UCP of Sacramento and Northern California is hiring a detail-oriented Payroll Administrator to ensure accurate and timely payroll operations. 🧾 Key Responsibilities: - Process semi-monthly payroll for 900+ employees across UCP, Foundation, and MRSI - Maintain payroll systems and ensure compliance with regulations - Manage payroll updates: new hires, terminations, pay changes - Prepare payroll wires, taxes, and retirement contributions (403b/457b) - Generate payroll reports (semi-monthly, quarterly, year-end) - Collaborate with HR to maintain accurate employee records - Support audits and assist with system upgrades - Provide technical support and staff training - Assist CFO with financial statements and month-end reports 🎓 Qualifications: - High school diploma required; associate’s degree in finance/accounting preferred - 3 to 5 years of payroll experience preferred - Proficient in Microsoft Office; SAGE / Paycom experience a plus - Strong communication, attention to detail, and confidentiality - Ability to multitask and work collaboratively - 10-key by touch 🎁 Benefits: - Medical, dental, and vision insurance - 403b retirement plan with employer match - Paid vacation, sick leave, and holidays - Life and AD&D insurance - Professional development support - Inclusive and supportive workplace culture Work Environment: Office-based role requiring sitting, talking, hearing, and computer use. Occasional lifting/moving of up to 15 lbs. Equal Opportunity Employer: UCP is committed to diversity and inclusion. We welcome applicants of all backgrounds and identities. 📨 Ready to apply? Submit your resume and cover letter today to join a team that makes a difference

JOB SUMMARY: Ensuring accurate financial reporting. Contribute to the maintenance of accurate and complete financial records, focused on managing the organizations expenses to improve profitability and efficiency. Act as business partner that supports Operations, Business Development, Supply Chain, and the Human Resources Department. Essential Job Duties and Responsibilities: (Additional duties may be assigned) 40% Accurate and complete recording of transactions within the general ledger. Related tasks include but are not limited to: • Preparing, monitoring and analyzing financial reports, including income statements, balance sheets • Tracking and evaluating all expenses related to operations, such as production, labor, shipping, administration, and inventory. • Establishing benchmarks for various business processes and then comparing them against actual costs to identify and explain variances. • Preparing detailed reports on cost structures, performance against budgets, and presenting findings and recommendations to management and other stakeholders.  • Ensure proper accounting for project-related transactions (fixed asset purchases, leasehold improvements, tooling revenue & expense, etc.) • Monitoring transactions pertaining to the production of parts. Ensuring that those transactions (i.e., DMR transactions, cycle-count adjustments, etc.) are accurately captured within internal reporting and general ledger.  • Perform monthly standard cost roll 25% Perform tasks to help maintain the general ledger. Related tasks include but are not limited to: • Preparing and posting journal entries related to a variety of accounting transactions. • Assisting with preparation of monthly financial statements, including preparing and posting various journal entries and ensuring the completeness and accuracy of transactions. • Reconciling balance sheet accounts on a monthly basis. 15% Lead or actively participate in continuous improvement efforts which include quarterly profit margin analysis. 10% Develop and maintain a variety of time-sensitive reporting, including but not limited to: • Publishing weekly financial reporting. • Assisting with preparation of monthly financial statements and board package. 10% Perform a variety of other duties as needed, including but not limited to: • Meets expectations for non-routine tasks, including but not limited to audit requests, grant applications, tax filings (BAR filing, Sales Tax, PTET, etc.) reporting required by third-parties (RechargeNY, Empire State Development, etc.) • Assisting with documentation needed for R&D credits. • Develop, improve, and/or maintain a variety of financial models that facilitate the analysis of financial data. Such frameworks include but are not limited to: Machine Rates, Activity-Based Quoting • Utilizing historical data and cost analysis to help predict future costs and revenue, supporting budgeting and financial planning. • Data collection for various projects and analyses requested by Director of Finance, CFO, and personnel from other departments. • Attending and contributing to financial meetings and discussions. Requirements Minimum Qualification Standards: • Bachelor’s Degree in accounting and minimum of five years’ experience in accounting in a manufacturing environment is required. • Experience in manufacturing and/or distribution industry preferred. • Intermediate proficiency in Microsoft Office suite, including ability to perform tasks using Excel, Word, and Outlook.  • Cost Accounting background Benefits Standard Health, Dental, Vision Benefits. Generous PTO. 401K Match.