Financial Operations Manager (Accounting & Payroll)

4 hours, 41 minutes ago
Full-time
Mid Level
Operations
Wealth Without Wall Street

Wealth Without Wall Street

Wealth Without Wall Street provides educational resources and strategies aimed at helping individuals achieve financial freedom by teaching them how to grow wealth and invest wisely, enabling them to prioritize their time and family over traditional wo...

Capital Markets
1-10
Founded 2017

Description

  • Own daily transaction coding and reconciliation in QuickBooks Online across multiple entities.
  • Manage 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.
  • Execute payroll across multiple entities with accuracy and consistency.
  • Maintain payroll systems, employee setup, and compliance documentation.
  • Manage W-9 collection and prepare 1099-NEC forms.
  • Serve as the internal point of contact for payroll-related questions.
  • Collect and validate life insurance commission data from multiple carriers and prepare 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.
  • Identify breakdowns, inefficiencies, and risks across financial workflows and improve systems and SOPs.

Requirements

  • 3–5+ years of accounting and/or payroll experience.
  • Experience supporting 3–5+ entities.
  • Strong proficiency in QuickBooks Online.
  • Strong Excel and data reconciliation skills.
  • High attention to detail with a strong ownership mindset.
  • Ability to take ownership beyond your job description and operate without constant direction.
  • Problem-solving mindset with a focus on bringing solutions, not just issues.
  • Systems-thinking approach with an interest in improving processes.
  • Applicants must complete the Culture Index and submit a resume to be considered.

Interested in this position?

Apply directly on the company website

Apply Now

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