Business and Personal Finance Coordinator - Part-Time
Job Description
We are a home health care business seeking an experienced, hands-on finance professional to help organize and coordinate our business and household finances on a part-time basis (approximately 20 hours per week).
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This role is ideal for someone who enjoys being the “financial quarterback” rather than a back-office bookkeeper—someone who can connect the dots between accounting, tax, banking, and personal planning, and make sure nothing falls through the cracks. The work includes “CFO-level” insight and coordination, without being a C-suite title.
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What You’ll Do:
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1. Coordinate tax and accounting activities
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· Work with our CPA and tax preparer to ensure organized, complete, and timely tax documentation.
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· Partner with our CFO and review financial reporting.
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· Maintain an organized system for key financial records and deadlines.
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2. Oversee accounts payable and cash disbursements
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· Review and strengthen accounts-payable processes and vendor records.
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· Improve visibility into upcoming payments and cash requirements.
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· Help ensure appropriate controls around payments and approvals.
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3. Provide “CFO-level” insight on the business
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· Track cash flow and help with basic forecasting and budgeting.
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· Flag issues, trends, and opportunities for the business owner.
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· Help create a consistent financial calendar (reconciliations, reporting, tax estimates, payroll, major payments).
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4. Support personal financial planning
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· Provide household cash-flow visibility and simple projections.
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· Help set reserve and liquidity targets.
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· Coordinate with tax, investment, insurance, or estate-planning professionals (you are not expected to manage investments directly).
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5. Act as the financial “quarterback”
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· Serve as the central point of contact among the CPA, tax preparer, accounting/bookkeeping resources, bank, and other advisors.
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· Translate between technical finance/tax language and practical decisions for the owner.
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· Make sure responsibilities are clear and that key tasks and deadlines are not missed.
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Who You Are
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· 5+ years of experience in finance, accounting, or related roles (e.g., controller, finance manager, FP&A, or similar).
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· Comfortable working with small-business financials; experience with service businesses or healthcare is a plus.
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· Strong understanding of basic accounting, cash flow, budgeting, and tax coordination (you do not need to be a CPA, but you must be able to work effectively with one).
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· Highly organized, proactive, and detail-oriented; able to create structure and follow through without constant supervision.
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· Able to explain financial concepts clearly to a non-financial owner.
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· High integrity and discretion in handling confidential financial information.
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Role Details
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· Schedule: Part-time, approximately 20 hours per week (flexibility on days/times).
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· Employment type: Part-time W-2.
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· Location: Santa Barbara, California; hybrid (mix of in-person and remote).
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Compensation
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· $50–$70 per hour DOE (dependent on experience). Compensation will reflect:
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· Depth of experience (controller/CFO-lite vs. strong finance manager).
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· Industry experience and complexity of prior roles.
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· Level of strategic vs. purely operational support.
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*Please note that initial in‑office hours will be required, with a planned transition to a hybrid work arrangement.
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If interested, please submit your resume and a brief note on your relevant experience coordinating small-business and personal finances.
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We look forward to meeting you.