What are the responsibilities and job description for the Accounting & Payroll Operations Specialist position at Wealth Without Wall Street?
Company Description
Wealth Without Wall Street is an innovative online community dedicated to teaching business owners and families how to achieve financial independence by understanding how money truly works. By challenging the traditional "Wall Street mindset," the organization empowers individuals to take control of their finances and build wealth through passive income strategies outside of Wall Street. Wealth Without Wall Street offers education and guidance through blogs, downloadable resources, and its podcast, The Wealth Without Wall Street Podcast. The mission is to help people achieve financial freedom and create a legacy for their families.
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 Responsibilities
Accounting & 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
What Success Looks Like
- 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
Required Experience
- 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
To apply, applicants must:
- Complete the Culture Index here: https://go.cultureindex.com/p/4ekI6fxITPvw5JpZ
- Submit a resume to Ops@wealthwithoutwallstreet.com
Applicants who do not complete both will not be considered.