Head of Finance

Genius Unlocked Coaching Institute


Date: 16 hours ago
City: Gilroy, CA
Salary: $72,000 - $80,000 per year
Contract type: Part time
About Us


At Genius Unlocked, we believe everyone has their own genius — and we’re looking for someone whose genius is finance.


We’re a fast-growing coaching company helping people unlock their potential. With 300+ active clients, multiple programs, and several live sales events each quarter, we’re not your typical business with one product line and predictable transactions. We’re dynamic, people-centered, and family-oriented, with over seven figures in revenue and a culture built on empathy, care, and genuine support.



The Role: Build & Own Our Finance Department


This isn’t just a bookkeeping job — you’ll fully own our finance department. From reconciling accounts to supporting clients with care, you’ll be the go-to expert balancing technical precision with human connection.


This role is perfect if you:

  • Love the satisfaction of everything balancing to the penny
  • Actually enjoy talking to people about money (in a helpful, empathetic way)
  • Thrive on variety — from diving into QuickBooks to streamlining processes
  • Are proactive, resourceful, and excited to build systems that last


Core Responsibilities


Accounts Receivable & Collections
  • Manage client accounts, invoices, payment plans, and collections in QuickBooks
  • Connect with clients around late/declined payments in a caring, solutions-focused way
  • Ensure accurate session eligibility tracking across programs


Accounts Payable & Affiliates
  • Enter and pay bills, credit card transactions, and ACH payments
  • Manage affiliate/vendor accounts, contracts, and commission payouts


Reconciliations & Reporting
  • Reconcile merchant (Stripe, PayPal, Venmo) and bank accounts
  • Maintain accurate financial operations spreadsheets and workflows
  • Prepare monthly management reporting packages (P&L, Balance Sheet, Cash Flow)


Payroll & Compliance
  • Process accurate multi-state payroll, benefits, and 401K deductions
  • Support employee onboarding/offboarding with compliance in mind


Operations & Collaboration
  • Partner with leadership on process improvements and financial analysis
  • Document workflows, identify inefficiencies, and support automation (Zapier, integrations)
  • Engage with team communications via Slack, Asana, and live event support


What We’re Looking For


Must-Haves

  • 5+ years of hands-on bookkeeping/accounting experience (service-based preferred)
  • Strong QuickBooks Online and Gusto payroll skills
  • Proven collections experience with a people-first approach
  • Excellent communication — clear, empathetic, and confident
  • Self-directed and resourceful problem-solver


Nice-to-Haves

  • Experience with Stripe, PayPal, Venmo, ThriveCart
  • Familiarity with automation tools (Zapier, integrations)
  • Comfort with Google Workspace, Slack, and Asana



Mindset Fit

  • Intrapreneurial: treat the department like it’s your own business
  • Balanced: detail-oriented but not paralyzed by perfection
  • People + numbers: equally at home in spreadsheets and on calls



Why You’ll Love Working Here

  • Autonomy & trust — we don’t micromanage
  • Variety & growth — no two days look the same
  • Supportive culture — mistakes = opportunities to learn
  • Work-life balance — family always comes first
  • Learning opportunities — expand into financial analysis, commissions, or strategic projects


Practical Details

  • Full-time (~40 hrs/week), flexible start times (8–10 AM PT)
  • Monday–Friday, with real respect for personal time
  • $72,000-$80,000 annual salary DOE
  • PTO: 40 hrs/year + paid company closures (Thanksgiving, Christmas, New Year’s)
  • Optional commission opportunities at sales events



Growth Path


You’re not slotting into someone else’s system — you’ll own the finance department. Within 90 days, you’ll be running everything smoothly; by 6 months, you’ll be a key partner in strategy, efficiency, and growth.



Ready to Apply?


If you’re detail-oriented but not rigid, people-focused but not a pushover, and ready to own a department while being part of a supportive team — we want to meet you.

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