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associate treasury operations

SoFi

<div><div>Employee Applicant Privacy Notice

Who we are:
<div>
Shape a brighter financial future with us.

Together with our members, we're changing the way people think about and interact with personal finance.

We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
</div></div>
The role:

SoFi is seeking a Treasury Associate to support and grow SoFi's Treasury Operations and Reporting functions. Working closely with the Finance, Capital Markets, and Accounting teams, this member of SoFi's Treasury team will help ensure efficient cash management, banking operations, and financial risk mitigation. This role plays a key part in maintaining liquidity, optimizing treasury processes, and ensuring compliance with internal policies and external regulations.

What you'll do:
<ul>
<li>Monitor daily cash positions, execute wire transfers, and assist with forecasting cash flows.</li>
<li>Support payment processing, investigate discrepancies, and ensure that funding levels are appropriate across accounts.</li>
<li>Prepare treasury reports, analyze financial data, and support audits.</li>
<li>Leverage treasury systems and ERP tools to generate insightful financial reports and maintain compliance standards.</li>
<li>Ad hoc projects as SoFi implements new products</li>
</ul>
What you'll need:
<ul>
<li>3+ years of experience in treasury, cash management, or financial reporting at a bank, asset manager, or other financial services institution</li>
<li>Bachelor's degree in finance, accounting, or a related field(s)</li>
<li>Strong proficiency in Excel (pivot tables, VLOOKUP, macros preferred) and other Microsoft/Google Doc applications</li>
<li>Excellent communication and problem-solving skills with a &quot;running after problems&quot; mindset</li>
<li>Strong analytical and problem-solving skills</li>
<li>Ability to work in a fast-paced environment</li>
<li>Workday and Kyriba experience a plus</li>
</ul><div><div>Compensation and Benefits</div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.</h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div>Internal Employees</div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Associate, Treasury Operations

Citi

<div>The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 
 
Responsibilities:<ul><li>
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution</li><li>
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s</li><li>
Helps clients to access Citi&rsquo;s global network, locating local coverage and product support across the globe</li><li>
Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed</li><li>
Coordinates credit requests and approvals from Citi&rsquo;s global network</li><li>
Engages with product partners and Citi&rsquo;s global network to identify revenue opportunities and to position certain products with clients</li><li>
Ensures periodic support discussions are held with clients and are correctly documented</li><li>
Maintains correct client legal and marketing hierarchies</li><li>
Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents</li><li>
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews</li><li>
Assists in implementation of cash transactions for Banker</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
6-10 years relevant experience</li><li>
Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients</li><li>
Strong Pipeline and Relationship Management experience</li><li>
Strong organizational skills</li><li>
Excellent interpersonal, communication and influencing skills</li><li>
Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience</li><li>
Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint</li></ul> 
Education:<ul><li>
Bachelors degree, potentially Masters degree</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Commercial and Business Sales
-
Job Family:
Commercial Sales Support
-
Time Type:
Full time
-
Primary Location:
San Francisco California United States
-
Primary Location Full Time Salary Range:
$116 880,00 - $175 320,00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
abr 10, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Citi Commercial Bank - Relationship Associate, Healthcare, Higher Ed & Nonprofit - Vice President

ALTRUIST

<div><div>About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

But first, our values

Kindness - Kindness doesn&rsquo;t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. 
 
Brilliance - Humility is the skill we&rsquo;re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. 
 
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it&rsquo;s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</div><div>
This is a hybrid role based out of our San Francisco FiDi office, with three days per week in the office.

The opportunity

Altruist is in the midst of an exceptional growth phase, and we&rsquo;re excited to hire a Senior Finance Analyst to join our growing FP&amp;A team. In this role, you&rsquo;ll be a key owner of our management reporting and forecasting engine across revenue, OpEx, headcount, and vendors. You will build and maintain monthly reporting packages, drive forecast accuracy, and provide clear, data-backed insights to senior leadership. Over time, you&rsquo;ll also step into ad‑hoc product, revenue, and strategic analytics, helping shape the broader strategy of the company. This role works closely with business leaders and the C‑suite, with opportunities to learn and collaborate across Treasury, Business Intelligence, Procurement and Broker‑Dealer reporting as Altruist scales.

Your impact
<ul>
<li>Own core management reporting:
<ul><li>Prepare the monthly Revenue Flash, Monthly Business Review (MBR), and executive reporting packages.</li>
<li>Develop clear narratives around performance, key drivers, and variances vs. plan and prior periods.</li>
</ul></li><li>Lead OpEx and headcount reporting:
<ul><li>Manage OpEx reporting (actuals and BvA) at both consolidated and cost center levels.</li>
<li>Partner with budget owners to explain variances, identify risks/opportunities, and recommend actions.</li>
<li>Maintain accurate headcount and vendor reporting, including hiring plans and run‑rate impacts.</li>
</ul></li><li>Forecasting and FP&amp;A systems:
<ul><li>Maintain and update OpEx and headcount forecasts, ensuring they are timely, accurate, and aligned with business expectations.</li>
<li>Ensure all forecasts are accurately reflected and reconciled in Abacum (our FP&amp;A reporting system).</li>
<li>Help improve forecast precision through better driver-based modeling, process discipline, and data quality.</li>
</ul></li><li>Business partnership and decision support:
<ul><li>Serve as a trusted partner to functional leaders (e.g., Product, Operations, GTM, G&amp;A) on budgets, investments, and trade‑offs.</li>
<li>Translate financial results into clear, actionable insights for non‑financial stakeholders.</li>
<li>Prepare materials for and present to senior leadership and C‑suite on performance, risks, and scenarios.</li>
</ul></li><li>Product, revenue, and strategic analytics:
<ul><li>Support ad‑hoc analysis on product performance, revenue drivers, pricing, and unit economics.</li>
<li>Assist in building and refining driver-based models that connect operating metrics to financial outcomes.</li>
<li>Contribute to special projects (e.g., strategic initiatives, board materials, investment cases) as needs arise.</li>
</ul></li><li>Continuous improvement:
<ul><li>Help refine our management reporting, KPIs, and dashboards in partnership with Business Intelligence.</li>
<li>Identify opportunities to streamline processes, automate reporting, and enhance data integrity.</li>
</ul>
</li></ul>What you bring
<ul>
<li>Experience:
<ul><li>5+ years of experience in FP&amp;A, Finance, or Accounting, ideally within B2B financial services or FinTech.</li>
<li>Demonstrated experience in management reporting, OpEx and headcount analysis, and forecasting; exposure to revenue or product analytics is a plus.</li>
</ul></li><li>Technical &amp; analytical skills:
<ul><li>Strong financial modeling skills and comfort working with large, complex data sets.</li>
<li>High proficiency in Excel, Google suite; experience with modern FP&amp;A tools (e.g., Netsuite, Abacum or similar) and familiarity with BI tools (e.g., Looker, Tableau, Power BI) is a plus.</li>
<li>High attention to detail and the ability to interpret and communicate complex financial data clearly.</li>
</ul></li><li>Business partnership &amp; communication:
<ul><li>Strong communication skills, with the ability to present financial information to senior leaders and cross‑functional partners.</li>
<li>Proven ability to build relationships, influence stakeholders, and drive accountability around budgets and forecasts.</li>
</ul></li><li>Education:
<ul><li>B.A. / B.S. degree in Finance, Accounting, Economics, or a related field (or equivalent practical experience).</li>
</ul></li><li>How you work:
<ul><li>Ownership &ndash; You take pride in the quality and timeliness of your work and don&rsquo;t shy away from rolling up your sleeves.</li>
<li>Superb communication &ndash; You&rsquo;re intentional in how you share insights and listen deeply to understand business context.</li>
<li>Resilience &ndash; You maintain high standards and persistence in a fast‑paced, evolving environment.</li>
<li>Assurance without ego &ndash; You bring confidence grounded in preparation and are open to feedback and differing perspectives.</li>
<li>Creative problem solving &ndash; You don&rsquo;t just flag issues; you propose thoughtful, data-backed solutions.</li>
</ul></li><li>Bonus points:
<ul><li>Experience in broker-dealer industry, financial services, brokerage finance, and/or fintech.</li>
<li>Prior exposure to Treasury, capital planning, or liquidity management.</li>
<li>Experience partnering with Business Intelligence / data teams to build dashboards or automated reporting.</li>
<li>Advanced degrees or certi</li>
</ul>
</li></ul></div><div><div>San Francisco, CA salary range
$120,000 - $140,000 USD</div></div><div>
What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we&rsquo;ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
<ul>
<li>A hybrid work schedule for most positions to promote strong, in-person collaboration.</li>
<li>Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.</li>
<li>Competitive pay and equity for eligible positions.</li>
<li>Premium healthcare, dental, and vision insurance plans (HMO and PPO).</li>
<li>401k savings plan with a 4% match and immediate vesting.</li>
<li>16 week paid parental leave.</li>
<li>Professional growth and development opportunities including an employee mobility program and an annual L&amp;D budget allocation for each employee.</li>
<li>Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).</li>
<li>Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).</li>
<li>One month work from anywhere policy (with the exception of a few countries).</li>
</ul>
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don&rsquo;t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you&rsquo;re excited about this role, but your past experience doesn&rsquo;t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.</div></div>

Senior Financial Analyst

ThinkingIT Corp.

<div>Join Our Team at Thinking IT Corp. &amp; Affiliated Companies
Are you looking to kickstart your career in HR, Finance, or Legal? At Thinking IT Corp. &amp; Affiliated Companies, we are continually seeking talented individuals who are interested in shaping the future of our operations. By filling out the HR/Finance/Legal Associate Interest Form, you will express your interest in joining our dynamic team and be considered for future associate positions.
This is an exciting opportunity to work in a remote-first environment that values collaboration, innovation, and growth.
What You&rsquo;ll Experience<ul>
<li>Engagement in key HR initiatives, supporting talent acquisition, onboarding, and employee engagement programs.</li>
<li>Assistance with finance tasks including budgeting, forecasting, and financial reporting to ensure smooth processing of financial operations.</li>
<li>Involvement in legal compliance and administration, such as contract review, policy development, and risk management.</li>
<li>Opportunities to collaborate across departments to understand the interconnectedness of HR, Finance, and Legal functions.</li>
<li>Growth and learning opportunities to improve your professional skills and gain hands-on experience in a remote work setting.</li> 
</ul> 
 
Requirements 
<ul><li>
Educational background in Human Resources, Finance, Business, Law, or a related field.</li><li>
Demonstrated enthusiasm for building a career in HR, Finance, or Legal.</li><li>
Strong analytical, organizational, and communication skills.</li><li>
Ability to handle sensitive information with discretion and professionalism.</li><li>
Proficiency in English, both written and spoken.</li><li>
Familiarity with office software (e.g., Microsoft Office or Google Workspace) is a plus.</li><li>
Interest in learning about remote work dynamics and operational best practices.</li></ul> 

Benefits 
<ul><li>
Fully Remote &ndash; work from anywhere with a reliable internet connection</li><li>
Real Work Experience &ndash; contribute to essential HR, finance, and legal functions</li><li>
Mentorship &amp; Coaching &ndash; learn directly from HR, finance, and legal professionals</li><li>
Career Growth &ndash; gain valuable insights into corporate operations and international compliance</li><li>
Modern Tools &ndash; work with Slack, Discord, Google Workspace, and finance/HR platforms</li><li>
Collaborative Culture &ndash; be part of a youthful, supportive, and globally distributed team</li><li>
Fast-Scaling Environment &ndash; see how HR, finance, and legal adapt to a growing international business</li></ul></div>

HR / Finance / Legal Associate Interest Form

Homeless Children's Network

<div>Homeless Children&rsquo;s Network

Position Title: Quality Assurance Associate

SALARY: $80,000

SCHEDULE: Full-time position. Onsite/Hybrid

BENEFITS: Health, Dental, and Vision insurance; Commuter stipend

HOMELESS CHILDREN&rsquo;S NETWORK MISSION STATEMENT 
Homeless Children&rsquo;s Network&rsquo;s (HCN) mission is to decrease the trauma of homelessness and domestic violence for children, youth, and families; to empower families; and to increase the effectiveness of collaborative efforts among service providers to end homelessness and poverty. Since 1992, HCN has empowered San Francisco&rsquo;s underserved and historically marginalized communities citywide toward a brighter future with love, wholeness, and healing. 
About Homeless Children&rsquo;s Network (HCN)

Since 1992, HCN has been San Francisco&rsquo;s leading nonprofit agency for comprehensive early intervention and mental health support for underserved and historically marginalized children, youth, and families experiencing homelessness, housing instability, or living in intergenerational poverty. Our mobile therapeutic model is both accessible and scalable, enabling clinicians to meet clients directly in the community. As the hub of a Collaborative of 60+ service agencies and community-based organizations, we serve over 2,500 clients each year, reaching those most reluctant to trust conventional mental health systems. Central to our work is our Afri-centric mental health and wellness model. This community-defined approach addresses health inequities and the persistent cycle of racism and trauma over generations. This model not only uplifts the Black/African American communities but also strengthens the behavioral health outcomes of all San Franciscans, fostering resilience, healing, and lasting change. 
POSITION SUMMARY:

The QA Associate assists the QA Associate Director in determining client eligibility for Medi Cal/EPSDT services, tracking clinical chart completion and due dates, and working with individual clinicians to answer ad hoc questions, correct errors, improve documentation quality and to ensure the accuracy of data entry. 
 
 
DUTIES AND RESPONSIBILITIES:<ul><li> 
Ensuring that HCN charts are audit-ready, organized in electronic and physical files, and meet city, state and federal compliance standards.</li></ul>
<ul><li>Running Operations Reports in AVATAR and updating internal documentation tracking systems</li></ul>
<ul><li>Holding weekly drop-in assistance times for clinicians who need tutoring in documentation</li></ul>
<ul><li>Providing training to staff and interns on documentation standards and best practices, including contributing to and updating the clinical training manual.</li></ul>
<ul><li>Ongoing chart review-both paper and electronic records in AVATAR</li></ul>
<ul><li>Attendance at staff meetings</li></ul>
<ul><li>Attending meetings and trainings as required by SFDPH</li></ul>
<ul><li>Weekly supervision with QA Associate Director</li></ul>
<ul><li>Weekly Program Utilization Review and Quality Control (PURQC) Committee meeting with Quality Associate Director.</li></ul>
<ul><li>Assist with monthly onsite peer chart review with clinical staff and interns 
</li></ul> 
REQUIRED QUALIFICATIONS: 
&bull; Two years post graduate experience; on track with licensure; registered with BBS &bull; Two year for experience working with Medi-Cal documentation particularly with San Francisco systems care
<ul><li>Experience with AVATAR Electronic system highly preferred</li></ul>
<ul><li>Experience providing therapy to children and families</li></ul>
<ul><li>People of Color, Allies of People of Color strongly encouraged to apply</li></ul> 
HCN&rsquo;s Community Culture

Of all the above important qualifications, bring the heartfelt quality of compassion, with exquisite cultural responsiveness as a primary guiding quality, not only of your professional life, but of what you hold dear.

Please bring a strong analysis of how race, ethnicity, culture, language, region, poverty, sexual and gender identity, age, education, opportunities and resources generationally made available or not, and systemic oppressions impact a person&rsquo;s mental health.

Please have stories of your own life and how you have been a mover and shaker to transform these systems.

Please accept that HCN is a vibrant community that has a legacy that is of interest to you, and is also prompted to grow steadily, and with the respect of what has been done well central in the conversation.</div>

Quality Assurance Associate

HELIUM HEALTH

<div>The Lifestyle Operations Associate will provide personal and household support services to the executive.
Responsibilities:<ul><li>
Provide personal and household support services to the executive.</li><li>
Maintain a well-organized and presentable home environment by overseeing tidiness, ensuring common areas are orderly, and supporting household upkeep and organization. Liaise with professionals for scheduled cleaning as agreed.</li><li>
Manage packages delivered to the property, ensuring proper storage, and advise on actions based on the content of relevant communications.</li><li>
Manage upkeep needs and coordinate with service providers.</li><li>
Assist with meal planning and execution in alignment with strict dietary requirements and nutritional goals.</li><li>
Provide chauffeur services, ensuring safe, timely, and efficient transportation to appointments, meetings, and other engagements.</li><li>
Collaborate with the virtual bookkeeper to ensure that monthly expense reports are prepared and align with the budget.</li><li>
Perform various errands around the city including pick up and drop offs at the dry cleaners, grocery runs, clothing stores, post office, etc.</li><li>
Curate and manage gifting on behalf of the executive, including selection, procurement, and timely delivery.</li><li>
Infrequently planning and managing events, such as home dinners or gatherings hosted by the executive.</li><li>
Assisting with packing and unpacking when traveling.</li></ul> 

Requirements 
<ul><li>
Extremely organized, proactive, and highly self-sufficient, with the ability to take initiative and handle responsibilities independently.</li><li>
Strong empathy, patience, and attentiveness, ensuring thoughtful and considerate interactions in all situations.</li><li>
Exceptional reliability, maintaining consistency and dependability in task management.</li><li>
Outstanding communication and interpersonal skills, fostering seamless interactions with individuals from diverse cultural backgrounds.</li><li>
A natural problem-solver with resourcefulness and the ability to navigate challenges with confidence and creativity.</li><li>
Highly adaptable and flexible.</li><li>
A positive presence, embodying cheerfulness and professionalism while providing support to the executive.</li><li>
Strong sense of discretion, maintaining confidentiality and professionalism in handling sensitive matters.</li><li>
Must hold a valid driver&rsquo;s license and have reliable personal transportation for seamless mobility.</li></ul></div>

Lifestyle Operations Associate

Boyd Law APC

Boyd Law, APC is an established law firm with over 18 years of experience and multiple offices across California. We are seeking a detail-oriented and proactive AR &amp; Bookkeeping Coordinator to take ownership of our accounts receivable process while maintaining clean, accurate financial records.Job descriptionThis role is critical to supporting firm operations, improving cash flow, and ensuring day-to-day financial consistency. It combines collections, billing support, bookkeeping, and payroll responsibilities.Key ResponsibilitiesAccounts Receivable (Primary Focus)&middot; Follow up on outstanding invoices via phone and email&middot; Monitor aging reports and actively reduce overdue balances&middot; Send invoices through Clio and ensure timely delivery&middot; Communicate professionally with clients regarding balances and payment expectations&middot; Escalate issues or risks as neededBilling Support&middot; Ensure invoices are accurate and sent on schedule&middot; Monitor retainer balances and flag low funds&middot; Maintain organized and accurate billing records in Clio&middot; Bookkeeping (QuickBooks)&middot; Categorize transactions and maintain clean financial records&middot; Perform monthly bank and credit card reconciliations using provided reports&middot; Keep books accurate, current, and audit-readyPayroll&middot; Run payroll on a consistent schedule&middot; Ensure payroll is processed accurately and on time&middot; Record payroll entries properly in QuickBooks&middot; What This Role Does NOT Include:o Handling client trust transferso Financial strategy or high-level accounting decisionsQualifications&middot; Experience working in a law firm (required)&middot; Experience running payroll (required)&middot; Experience with QuickBooks (required)&middot; Experience with Clio or legal billing systems (strongly preferred)&middot; Background in accounts receivable or collections&middot; Strong attention to detail and organization&middot; Comfortable following up persistently on unpaid invoices&middot; Clear and professional communication skillsCompensation$35.00 - $45.00 per hour, depending on experience Higher range available for candidates with strong legal billing and Clio experienceLocationCalifornia (hybrid preferred; remote considered for the right candidate)Office locations include: San Francisco, Sacramento, Los Angeles, Irvine, and San Diego.About Boyd Law, APCBoyd Law, APC is a well-established, 18-year law firm with a strong presence across California. We are committed to delivering high-quality legal services while maintaining efficient and disciplined internal operations that support our continued growth.Success in This Role Looks Like&middot; Consistent reduction in overdue receivables&middot; Accurate and timely monthly reconciliations&middot; Clean, organized books with minimal corrections needed&middot; Reliable and error-free payroll processingIf you&rsquo;re organized, proactive, and take ownership of your work, we&rsquo;d love to hear from you.Boyd Law operates with structure, accountability, and professionalism. We are seeking a financial operations individual who will uphold and strengthen those standards.Qualified candidates are encouraged to apply.Compensation is role-based and reflects the scope of responsibilities, level of supervision, and market benchmarks for associate-level financial positions, rather than age or tenure.Equal Employment Opportunity StatementBoyd Law, APC is an equal opportunity employer. Employment decisions are made without regard to age or any other characteristic protected by applicable law. We evaluate applicants based on their qualifications, experience, and ability to perform the responsibilities of the position.Benefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid, California officesPay: $35.00 - $45.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in San Francisco, CA 94123

AR & Bookkeeping Coordinator

Explore 281+ Associate treasury operations in San Francisco this March. Find roles across top companies and apply now to boost your career.