Financial Operations Manager (Accounting & Payroll)

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.