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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
IT Services and IT Consulting
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