Job Details

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.

Position Summary

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.

Essential Functions

[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.

Required Qualifications

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

Education

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

Experience

• 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.

Skills/Abilities

• Thrives in a multi-client, fast-paced environment where priorities shift.
• Excellent verbal and written communication skills.
• Thorough knowledge of employment-related laws, California and Federal laws, regulations and best practices.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Demonstrated ability to adapt to changing priorities, organizational cultures, and HR systems

• Demonstrated organizational skills with strong attention to detail.

• Ability to work in a hybrid environment and travel onsite within Santa Barbara County.
• Proficiency in HRIS platforms and willingness to learn new tools quickly (Paycom, BambooHR, Gusto, etc. experience is a plus).
• Excellent technical skills, including a strong command of Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
• Must be able to work in the Santa Barbara area with reliable transportation to travel to client offices.

Preferred Qualifications

(Not mandatory—should not exclude qualified candidates. Use only job-related preferences.)

• SHRM-CP certification
• Bilingual English/Spanish
• Experience working in small business, non-profits, or in a consulting environment
• Experience working with multi-state companies or experience working with Canadian companies
• Data-driven HR reporting or KPI tracking
• Experience processing payroll

Physical, Mental Requirements & Working Conditions

• Ability to:
  • perform standard office duties,
  • sit at a desk and work on a computer (typically 5-8 hours a day),
  • manually operate keyboard, mouse, and other standard office equipment
  • read, write, speak, and do basic math,
  • climb stairs,
  • work onsite with clients,
  • work independently,
  • effectively work with diverse client groups and a variety of personalities
  • travel locally as required,
  • lift 15 pounds at times unassisted,
• Work is performed in a hybrid or an in-office environment.
• Reasonable accommodations may be made to enable individuals with disabilities

Work Schedule

Typical schedule: Hybrid, Monday-Friday, 40 hours a week (schedule to be determined with supervisor).

- Travel: Local travel within Santa Barbara County up to 30% of time. Occasional overnight travel for client meetings or training may be required.

Benefits

• Paid Vacation, Sick and Holidays
• Medical, Dental, Vision
• Medical Flexible Spending Account
• Dependent Care Flexible Spending Account
• Simple IRA with employer match
• Life Insurance
• Long and Short Term Disability