Accounting & Payroll Operations Specialist

Wealth Without Wallstreet

11d

About The Position

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.

Requirements

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

Responsibilities

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