Financial Operations Manager (Accounting & Payroll)

Job Description

Financial Operations Manager (Accounting & Payroll)

Wealth Without Wall Street / Strategic IBC

About the Role

We are seeking a Financial Operations Manager to own the execution and integrity of our accounting, payroll, commissions, and investor payment systems across multiple entities.

This role is not just responsible for completing tasks — it is responsible for ensuring our financial operations run accurately, on time, and without leadership intervention.

You will serve as the connective tissue between our systems, data, and financial reporting, working directly with our Fractional CFO and Operations leadership.

This role is designed for someone who takes ownership of problems, builds better systems, and thrives in environments where processes are still being defined and improved.

Core Responsibilities

Accounting & Financial Operations

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

Payroll & Compliance

• Own payroll execution across multiple entities with accuracy and consistency
• Maintain payroll systems, employee setup, and compliance documentation
• Manage W-9 collection and 1099-NEC preparation
• Serve as the internal 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 investor payments for debt fund participants accurately and on time
• Maintain complete documentation and audit trails for all payments

Process Ownership & Optimization

• Identify breakdowns, inefficiencies, and risks across financial workflows
• Design and implement improved systems for accounting, payroll, commissions, and payments
• Document, maintain, and continuously refine SOPs
• Operate with the expectation that if something is unclear or broken, you own fixing it

Systems & Tools

• QuickBooks Online (primary accounting system)
• Gusto (payroll)
• Ramp (AP & expense management)
• AgencyBloc (commission tracking)
• Excel / Google Sheets (reporting & reconciliation)

What Success Looks Like

30 Days

• Payroll systems understood and executed with zero errors
• Full access to systems; workflows mapped and documented
• Current financial processes clearly documented

60 Days

• Monthly close completed independently
• Commission reporting is accurate and repeatable
• SOPs created for all core financial processes

90 Days

• Payroll, commissions, and investor payments operate without oversight
• Financial reporting is consistent, accurate, and trusted by leadership
• Issues are identified and resolved proactively before escalation
• At least one key financial process has been improved or rebuilt

Required Experience

• Experience supporting 3–5+ entities
• 3–5+ years of accounting and/or payroll experience
• Strong proficiency in QuickBooks Online
• Strong Excel / data reconciliation skills
• High attention to detail with a strong ownership mindset

What We’re Looking For

• Someone who takes ownership beyond their job description
• A problem solver who brings solutions, not just issues
• A systems thinker who improves processes, not just follows them
• A self-starter who can operate without constant direction

To Apply

Applicants must:

• Complete the Culture Index
• Submit a resume

Applicants who do not complete both will not be considered.