Wealth Without Wall Street / Strategic IBC
About the Role
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.
Core ResponsibilitiesAccounting & Financial Operations
- 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
Payroll & Compliance
- 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
Commissions & Investor Payments
- 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
Process Ownership
- Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments
- Reduce leadership involvement through clean systems and proactive execution
- Payroll runs accurately and consistently
- Commission reporting is clean, trusted, and timely
- SOPs are documented, improved, and followed
- Leadership is no longer involved in day-to-day financial operations
- 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
Applicants must:
- Complete the Culture Index
- Submit a resume
Applicants who do not complete both will not be considered.
Top 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.
