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Genius Unlocked Coaching Institute

Head of Finance

Genius Unlocked Coaching Institute, Gilroy, California, us, 95021

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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. Genius Unlocked Coaching Institute is an equal opportunity employer and welcomes applications from diverse candidates.

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