Staff Accountant and Operations Assistant in San Francisco, CA at CBIZ

Date Posted: 2/8/2021

Job Snapshot

Job Description

CBIZ ARC Consulting, LLC ('CBIZ ARC'), a division of CBIZ, is currently hiring for a Finance and Operations Assistant. CBIZ ARC assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as systems / process and people. Our professionals assist clients with their efforts to meet financial reporting requirements, including the preparation of financial statement and regulatory filings, and the application and implementation of complex accounting standards for U.S. GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards). Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. Our professionals have deep accounting and financial reporting knowledge and experience across multiple industries.  This specialized technical knowledge and industry experience allow us to provide a unique perspective in solving today's accounting issues.

CBIZ ARC has been honored to be the recipient of two Bay Area recognitions:

  • 2019 San Francisco Business Times Best Place to Work
  • 2020 San Francisco Business Times Best Place to Work

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

CBIZ has been honored to be the recipient of several national recognitions: 

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

Essential Duties and Responsibilities

Professional and Technical Abilities:

This person will report directly to the Operations Manager and be responsible for the following duties: 

  • Prepare and review bi-monthly customer invoices
  • Open and manage client rates and job codes for time and billing purposes
  • Assist with record keeping such as maintaining and running weekly and monthly staff and client reports
  • Update and maintain prospects list daily
  • Work collaboratively to provide overflow and backup support to the Operations Manager & Administrative Coordinator
  • Monitor A/P aging reports and follow up on past due accounts to provide weekly accounts payable summary report
  • Correspond with vendors and respond to inquiries (corporate office and third-party vendors)
  • Support corporate office with monthly cash applications, reconciliations and month end closing
  • Maintain positive employee relations by responding to general employee questions
  • Coordinate and/or assist with ad hoc or special projects assigned by the Operations Manager & Administrative Coordinator

Preferred Qualifications

  • Bachelor’s degree in business
  • 2 to 4 years of prior work experience as a billing or accounting clerk
  • Proficient use of applicable technology (Microsoft Excel, Oracle and Concur)
  • Familiarity with bookkeeping and basic accounting procedures and concepts
  • Strong written and verbal communication skills.
  • Positive “can-do” attitude and willing to “roll up their sleeves”
  • Ability to work in a high-volume, fast-paced environment.
  • Ability to work overtime as needed.
  • Superior organizational and follow-through skills with attention given to the details and deadlines.
  • Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees and contribute as a team member.
  • Prioritize, plan and organize multiple projects simultaneously.
  • Ability to operate with a sense of urgency.
  • Prior experience in a public accounting or consulting firm is a plus.
  • Knowledge of Salesforce CRM
  • Service provider account management

Minimum Qualifications

  • High School Diploma or GED
  • 3 years relevant work experience in an office environment and preferably performing as an administrative assistant
  • Proficient use of applicable technology
  • Advanced computer skills in Word, Excel, PowerPoint, and Outlook
  • Ability to manage multiple projects and deliverables simultaneously
  • Excellent written/verbal communication skills and use of grammar
  • Excellent organizational skills and attention to detail
  • Ability to adapt to a changing environment
  • Ability to follow standard procedures
  • Ability to work cooperatively with others
  • Ability to build relationships and trust with internal and external clients and other key stakeholders


Working at CBIZ ARC, you’ll become part of a highly motivated and competent team that values individual effort and promotes growth while encouraging balance between your personal and work life. CBIZ ARC has been honored with being named one of the Best Place to Work in the Bay Area by the San Francisco Business Times and the Silicon Valley Journal.  If you are ready to take your career to the next level, visit us at

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