HR Generalist

About Balance Financial Management

We function as your business, financial, HR and Payroll management backbone, quickly integrating into your organization and culture. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance. Balance proudly works with companies that share our core philosophy that profit and social impact are complementary goals. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your teams, business, and community.

Balance Financial Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The Human Resources Business Partner plays a key role in supporting the Balance Financial Management Team. Reporting to the Director of Human Resources or the HR Manager depending on assignment of client accounts, the individuals in this position support multiple client organizations while upholding Balance Financial Management’s standards. critical in fostering an engaging, compliant, and inclusive workplace. The position provides comprehensive HR services across all areas of the employee lifecycle, including recruitment, onboarding, employee relations, performance management, benefits administration, and policy implementation in a consulting environment.

Successful individuals in the position will have a strong acumen for client services and love working in a fast-paced environment serving a multitude of employee needs throughout the day. This is a hybrid position with occasional travel to meet with our clients throughout Santa Barbara County.

[In compliance with California and ADA requirements, list only essential job duties. Use action verbs and define success outcomes provide core responsibility examples below each area of responsibility.]

• Provide Proactive and Comprehensive HR Support to Clients
  • Act as the primary HR Contact for client questions, escalations, and requests.
  • Build strong client relationships through consistent, professional and responsive service.
  • Help to implement recommendations to align client practices with legal requirements and the industry’s best practices.
  • Support client employee relations by providing guidance, advice, and practical solutions.
• Ensure Compliance and Operational Accuracy
  • Maintain accurate HR documentation, employee records, and client files, ensuring compliance with all legal, regulatory, and client specific requirements.
  • Partner with HR Manager, Director, or Payroll Manager to identify compliance risks and implement corrective actions as needed.
  • Monitor changes in employment legislation and assist with updating policies, procedures, and documentation to maintain compliance.
• Support with Talent Acquisition and Onboarding Efforts
  • Help clients in attracting, selecting, and onboarding talent efficiently and effectively.
  • Manage the recruitment lifecycle, including job postings, candidate screening, interviews, and offers.
  • Under the direction of the client onboarding lead:
    Supports the successful onboarding of new clients by working the team and external stakeholder to ensure accurate HR and payroll processes, policies, and system setups.

• Communicates with team members and clients in a timely manner and professional manner.
• Additional duties may be assigned as consistent with business needs.

- Must be legally authorized to work in the United States. We are unable to provide sponsorship at this time.

• Bachelor's degree in Human Resources, Business Administration, or a related field.

• 3–5 years of progressive HR experience, with exposure to employee relations, recruitment, policy implementation, and compliance.
• At least 1 year of experience working for a company with California employees.
• Experience supporting multiple stakeholders or clients simultaneously, demonstration strong prioritization and service orientation.

• Thrives in a multi-client, fast-paced environment where priorities shift.
• Excellent verbal and written…