Accounting & Payroll Operations Specialist

Wealth Without Wall Street / Strategic IBC

About the Role
We are seeking an experienced Accounting & Payroll Operations Specialist to serve as the financial operations backbone of a growing, multi-entity organization. This role owns accounting execution, payroll, commission reporting, and investor payments with a strong emphasis on accuracy, timeliness, and documentation.

This role reports directly to the Fractional CFO and works closely with Operations and Leadership to ensure financial clarity and confidence.

Accounting & Financial Operations

• Manage daily transaction coding and reconciliation in QuickBooks Online across multiple entities
  
• Owns the monthly close process including journal entries, reconciliations, and intercompany activity
  
• Prepare monthly financial statements and supporting schedules
  
• Maintain clean, audit-ready books
  

Payroll & Compliance

• Run payroll across multiple entities with accuracy and consistency
  
• Maintain payroll setup, updates, and compliance documentation
  
• Manage W-9 collection and 1099-NEC preparation
  
• Serve as the point of contact for payroll-related questions
  

Commissions & Investor Payments

• Collect and validate life insurance commission data from multiple carriers
  
• Prepare accurate commission and affiliate payment reports
  
• Process debt fund investor payments accurately and on time
  
• Maintain documentation and audit trails for all payments
  

Process Ownership

• Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments
  
• Reduce leadership involvement through clean systems and proactive execution
  

• Payroll runs accurately and consistently
  
• Commission reporting is clean, trusted, and timely
  
• SOPs are documented, improved, and followed
  
• Leadership is no longer involved in day-to-day financial operations
  

• Experience supporting 3-5+ entities
  
• 3–5+ years accounting and/or payroll experience
  
• Strong QuickBooks Online proficiency
  
• Strong Excel skills
  
• High attention to detail and ownership mindset
  

Applicants must:

1. Complete the Culture Index
2. Submit a resume

Applicants who do not complete both will not be considered.