Job Title : Staff Accountant (with Payroll Responsibilities)
Reports To : CFO and COO | FLSA Status : Full-Time / Exempt | Salary : $75,000-$80,000 DOE | Work Schedule : Monday–Friday, in-office except Wednesdays
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Paid time off
About Us
At Knowledge Coop, we make mortgage industry training simple, engaging, and effective. From compliance and licensing to job skills and beyond, our courses help lenders and borrowers succeed. Whether online or at live events nationwide, we deliver up-to-date, high-quality education that keeps professionals ahead of the game. Our LMS intranet connects businesses with their teams for seamless content delivery, internal communication, and secure file storage. At Knowledge Coop, we’re all about elevating knowledge and making learning effortless.
About the Role
The Staff Accountant plays a critical role in maintaining accurate financial records and supporting the day-to-day financial operations of the company. This position is responsible for accounts payable, accounts receivable, billing, payroll processing, and general ledger accuracy, while supporting financial reporting and cross-functional coordination.
The role operates in a highly collaborative environment with multiple functions across Finance, HR, Sales, Operations, and Leadership. Success in this position requires strong ownership of responsibilities, proactive and intentional problem-solving, and a commitment to continuous process improvement. While priorities may evolve, this role calls for consistent accuracy, clear communication with appropriate stakeholders, and the ability to manage multiple tasks and timelines in a structured, organized way.
Key Responsibilities
Accounting, Billing & Client Administration
Oversee enterprise client billing, ensuring invoices are accurate and issued on timeManage accounts payable, including vendor payments, expense tracking, and documentationTrack and manage accounts receivable, including follow-up on outstanding balancesMaintain organized documentation for invoices, payments, reconciliations, and A / R activityPayroll & Compliance
Process payroll accurately and on schedule, ensuring compliance with federal and state requirementsMaintain payroll records and support payroll-related reporting and auditsCoordinate with HR and leadership on payroll updates, adjustments, and employee changesFinancial Management & Reporting
Maintain company books in QuickBooks, ensuring transactions are properly categorizedSupport month-end and year-end close activitiesAssist with P&L reporting and cash flow trackingUpdate cash flow projections and support financial monitoringProduct, Pricing & Systems Support
Maintain and update product descriptions, pricing, and SKUs across internal systemsEnsure data accuracy across QuickBooks, CRM, and internal platformsCollaborate with Sales, Marketing, and Finance to support pricing accuracy and operational alignmentCRM & Contract Data Management
Update CRM records to reflect contract changes, renewals, and billing-related detailsMaintain accurate contract-related data to support billing and reporting needsCoordinate with Sales and leadership to ensure contract data aligns with operational requirementsProcess Improvement & Operational Support
Identify opportunities to improve accounting, billing, payroll, and data workflowsProactively surface issues, recommend solutions, and support implementation of process improvementsContribute to documentation and best practices that enhance accuracy, efficiency, and clarityRequired Qualifications
Bachelor’s degree in Accounting, Finance, or a related field3–5 years of experience in accounting or finance rolesStrong working knowledge of QuickBooks Online (required)Experience processing payroll and supporting payroll complianceSolid understanding of accounts payable, accounts receivable, and general ledger accountingHigh attention to detail and strong organizational skillsAbility to manage multiple priorities while maintaining accuracyProficiency with Google WorkspaceExperience with HubSpot, Avalara, or CRM platformsPreferred Qualifications
SaaS or professional services experience, preferredCore Competencies
Ownership & Accountability : Takes responsibility for assigned work, follows through, and proactively addresses issuesCollaboration & Communication : Works effectively across departments and communicates clearly with relevant stakeholdersOperational Accuracy : Maintains high standards of precision while managing multiple tasks and timelinesAdaptability : Adjusts to evolving priorities while remaining organized and focusedAnalytical Thinking : Comfortable working with detailed financial data and identifying discrepancies or improvementsProfessionalism & Integrity : Upholds confidentiality, ethical standards, and consistent quality#J-18808-Ljbffr