Job Description
Job Description
Salary : $95,000-$115,000 anually
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 Senior Human Resources Business Partner (Sr. HR Generalist) serves as a strategic and trusted partner to Balance Financial Management (BFM) clients. This role delivers expert-level HR support, guidance, and solutions that drive compliance, employee engagement, and organizational success. Acting as the primary HR contact to assigned clients, the Sr. HRBP manages complex HR issues, offers proactive recommendations, and implements tailored strategies that strengthen workforce effectiveness and client satisfaction. Internally, this role provides informal mentorship to HR team members, supports escalations, and contributes to the continuous improvement of HR processes, tools, and service delivery.
Success in this position requires strong business acumen, sound judgment, and the ability to balance strategic insight with practical execution in a fast-paced, client-focused environment. The ideal incumbent in this position has strong organizational skills, thrives in a fast-paced, client-focused environment with the ability to manage multiple tasks of varying complexity and create clarity from ambiguity.
Essential Functions
- Provide Strategic and Comprehensive HR Support
Act as the primary HR contact for assigned clients, delivering proactive and solution-oriented guidance.
Partner with client leaders to understand business goals, address workforce challenges, and align HR strategies with organizational objectives.Ensure all HR practices comply with employment laws, regulations, and client policies, mitigating risk and promoting fairness.Oversee Talent Acquisition and Benefits AdministrationLead full-cycle recruitment for assigned clients, including job postings, candidate screening, interviews, offers, onboarding, ensuring timely and compliant hiring practices.
Support process improvements in hiring and retention strategies.Administer benefits programs, assist with vendor coordination, and advise clients on program enhancements and compliance.Administers client employee benefits programs accurately and efficiently and provide guidance to employees and managers on benefit options, eligibility, enrollment, and complianceManage Complex HR Issues and ComplianceLead the resolution of advanced employee relations matters, including investigations, performance management, disciplinary actions, and policy interpretation.
Ensure all HR practices comply with employment laws, regulations, and client policies, mitigating risk and promoting fairness.Provide strategic guidance on performance management and disciplinary actions.Drive HR Best Practices and Process ImprovementsIdentify opportunities to enhance HR programs, policies, and workflows.
Lead or participate in special projects that improve operational efficiency, compliance, and overall client and employee experience.Promote a culture of collaboration, continuous learning, and service excellence.Communicates with team members and clients in a timely and professional manner.Additional duties may be assigned as consistent with business needs.Managerial Responsibilities / Oversight
May mentor or provide guidance to other team members.Contribute to onboarding and training effortsModel BFM values and support a positive and inclusive culture.Required Qualifications
Must be legally authorized to work in the United States. We are unable to provide sponsorship at this timeEducation :
Bachelors degree in Human Resources, Business Administration, or a related field.Experience :
57 years of progressive HR leadership experience, including ownership of complex employee relations cases and advisory responsibilities.Skills / Abilities :
Extensive knowledge of federal, state, and local labor laws and regulations.Proven ability to advise leadership and influence decision-making.Exceptional verbal and written communication skills, with the ability to interact effectively with employees at all levels and articulate HR policies clearly.Demonstrated success managing HR in multi-client, multi-industry, or consulting environment.Proven ability to manage and resolve employee conflicts, cultivate a positive work environment, and maintain fairness in all interactions.Proven experience independently conducting investigations (harassment, misconduct, corrective action).A deep understanding of performance management practices, including conducting appraisals, setting goals, and providing feedback for employee development.Advanced experience with HRIS systems (such as Paycom, ADP, BambooHR) and proficiency in Microsoft Office Suite.Demonstrated organizational skills with strong attention to detail.Ability to work in a hybrid environment and travel onsite within Santa Barbara County.Fully remote position considered for the right candidate with overnight travel to Santa Barbara, CA as needed.Preferred Qualifications
(Not mandatoryshould not exclude qualified candidates. Use only job-related preferences.)
SHRM-SCP certificationMasters degree in human resources, Business Administration, or a related field.Experience working in small business, non-profit, or in a consulting environmentExperience working in an HR function for multi-state or international companies.Experience leading process improvement or strategic HR initiatives.Bilingual English / SpanishData-driven HR reporting or KPI trackingPhysical, 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, to read, write, speak, and do basic math,climb stairswork onsite with clients,work independently,work with a variety of personalities and maintain professionalism,travel within the Santa Barbara County arealift 15 pounds at times.Work is performed in a home office or an in-office environment as assignedReasonable accommodations may be made to enable individuals with disabilitiesWork Schedule
Typical schedule : Monday-Friday, 40 hours a week (schedule to be determined with supervisor)Travel
For hybrid, Santa Barbara based role : Local travel within Santa Barbara County up to 30% of time. Occasional overnight travel for client meetings or training may be required.
For remote role : Occasional overnight travel for client meetings or training may be required.
Benefits
Paid Vacation, Sick and HolidaysMedical, Dental, VisionMedical Flexible Spending AccountDependent Care Flexible Spending AccountSimple IRA with employer matchLife InsuranceLong and Short Term Disability