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Pacific Crest Group

Assistant Controller

Pacific Crest Group

Assistant Controller managing full-cycle accounting for a portfolio of clients at Pacific Crest Group. Requires 2-4 years of experience and a BA degree in accounting or related field.

Posted 7/9/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $111,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
  • Review and validate work before Controller review.
  • identify discrepancies, errors, red flags, unusual items, and proactively raise questions and recommendations early.
  • Build understanding of how the numbers connect — not just complete tasks, understand their impact on financial statements and client needs.
  • Communicate directly with clients on day-to-day matters, looping in the Controller when needed.
  • Provide day-to-day guidance to advanced accountants on client accounts.
  • Coordinate workflows, priorities, deadlines, and delegation across client team.
  • Maintain accurate and current client procedures, checklists, and workflow documentation in Asana.
  • Communicate about workload, deadlines, resource needs and project risks early.

Requirements

What you’ll need
  • 2–4 years of full-cycle accounting experience, including hands-on monthly close preparation.
  • BA degree in Account or related field, or equivalent years of experience.
  • Demonstrated rack record of strong, independent work as an staff accountant or similar role — validating work before presenting to clients.
  • Strong knowledge of GAAP and how day-to-day accounting impacts financial statements.
  • Proficiency with accounting platforms including QuickBooks and Bill.com and excel; experience with Asana or similar project management tools is a plus.
  • Experience mentoring, training, or coaching junior accounting staff.
  • Strong project management and prioritization skills.
  • Proven ability to manage multiple deadlines with accuracy.
  • Proactive mindset — self-directed, take initiative, complete work without supervision flagging problems early.
  • Professional client-ready communication and presentation style.
  • Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • 401k
  • Life
  • Disability
  • flexible saving accounts
  • PTO
  • paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
A/PA/RReconciliationsMonth-End CloseFinancial ReportingExcel ProficiencyAccounting PlatformsValidation of WorkWorkflow DocumentationFinancial Statement Impact
Soft Skills
Proactive MindsetIndependent WorkMentoringCommunication SkillsPrioritization