Wealth Without Wall Street / Strategic IBC
About the RoleWe 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 ResponsibilitiesAccounting & 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
- 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
- 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
- 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
- QuickBooks Online (primary accounting system)
- Gusto (payroll)
- Ramp (AP & expense management)
- AgencyBloc (commission tracking)
- Excel / Google Sheets (reporting & reconciliation)
- Payroll systems understood and executed with zero errors
- Full access to systems; workflows mapped and documented
- Current financial processes clearly documented
- Monthly close completed independently
- Commission reporting is accurate and repeatable
- SOPs created for all core financial processes
- 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
- 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
- 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
Applicants must:
- Complete the Culture Index
- Submit a resume
Applicants who do not complete both will not be considered.
Skills Required
- Experience supporting 3-5+ entities
- 3-5+ years accounting and/or payroll experience
- Strong QuickBooks Online proficiency
- Strong Excel skills
What We Do
Wealth Without Wall Street is an online community that seeks to re-educate business owners & families how money truly works. Wall Street is not just a street in NY, NY that puts American’s money at risk but it is also a commonly taught mindset. The Wall Street mindset separates both families & business owners from their money while others get to use it for their advantage. Our goal is to teach these same people a better way to grow wealth that is without Wall Street & in their control. The secret to doing this is having your money work for you, not someone else. You can achieve this through passive income sources without Wall Street. We educate American business owners & families how to achieve financial freedom through blogs, downloadable resources & our podcast, The Wealth Without Wall Street Podcast.
