Business and Personal Finance Coordinator; Part-Time
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-09-22
Listing for:
BrightStar Care of Santa Barbara
Full Time, Part Time
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Financial Reporting, Accounting & Finance, Financial Compliance, Financial Analyst -
Accounting
Financial Reporting, Accounting & Finance, Financial Compliance, Financial Analyst
Job Description & How to Apply Below
Location:
Santa Barbara, California (Hybrid)
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). 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.
- 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.
- 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.
- 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).
- 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).
- 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.
- 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.
- 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).
- $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.
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