Business and Personal Finance Coordinator - Part-Time

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).Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.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.

What You'll Do:Coordinate tax and accounting activities· Work with our CPA and tax preparer to ensure organized, complete, and timely tax documentation.· Partner with our CFO and review financial reporting.· Maintain an organized system for key financial records and deadlines. Oversee accounts payable and cash disbursements· Review and strengthen accounts-payable processes and vendor records.· Improve visibility into upcoming payments and cash requirements.· Help ensure appropriate controls around payments and approvals.

Provide "CFO-level" insight on the business· Track cash flow and help with basic forecasting and budgeting.· Flag issues, trends, and opportunities for the business owner.· Help create a consistent financial calendar (reconciliations, reporting, tax estimates, payroll, major payments).Support personal financial planning· Provide household cash-flow visibility and simple projections.· Help set reserve and liquidity targets.· Coordinate with tax, investment, insurance, or estate-planning professionals (you are not expected to manage investments directly).Act as the financial "quarterback"· Serve as the central point of contact among the CPA, tax preparer, accounting/bookkeeping resources, bank, and other advisors.· Translate between technical finance/tax language and practical decisions for the owner.· Make sure responsibilities are clear and that key tasks and deadlines are not missed.

Who You Are· 5+ years of experience in finance, accounting, or related roles (e.g., controller, finance manager, FP&A, or similar).· Comfortable working with small-business financials; experience with service businesses or healthcare is a plus.· 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).· Highly organized, proactive, and detail-oriented; able to create structure and follow through without constant supervision.· Able to explain financial concepts clearly to a non-financial owner.· High integrity and discretion in handling confidential financial information.

Role Details· Schedule: Part-time, approximately 20 hours per week (flexibility on days/times).· Employment type: Part-time W-2.· Location: Santa Barbara, California; hybrid (mix of in-person and remote).Compensation· $50–$70 per hour DOE (dependent on experience).

Compensation will reflect:· Depth of experience (controller/CFO-lite vs. strong finance manager).· Industry experience and complexity of prior roles.· Level of strategic vs. purely operational support.*Please note that initial in-office hours will be required, with a planned transition to a hybrid work arrangement. xhyhwjd If interested, please submit your resume and a brief note on your relevant experience coordinating small-business and personal finances. We look forward to meeting you.