Staff Accountant (with Payroll Responsibilities)

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 time


• Manage accounts payable, including vendor payments, expense tracking, and documentation


• Track and manage accounts receivable, including follow-up on outstanding balances


• Maintain organized documentation for invoices, payments, reconciliations, and A/R activity
  
  

Payroll & Compliance

• Process payroll accurately and on schedule, ensuring compliance with federal and state requirements


• Maintain payroll records and support payroll-related reporting and audits


• Coordinate with HR and leadership on payroll updates, adjustments, and employee changes
  
  

Financial Management & Reporting

• Maintain company books in QuickBooks, ensuring transactions are properly categorized


• Support month-end and year-end close activities


• Assist with P&L reporting and cash flow tracking


• Update cash flow projections and support financial monitoring
  
  

Product, Pricing & Systems Support

• Maintain and update product descriptions, pricing, and SKUs across internal systems


• Ensure data accuracy across QuickBooks, CRM, and internal platforms


• Collaborate with Sales, Marketing, and Finance to support pricing accuracy and operational alignment
  

CRM & Contract Data Management

• Update CRM records to reflect contract changes, renewals, and billing-related details


• Maintain accurate contract-related data to support billing and reporting needs


• Coordinate with Sales and leadership to ensure contract data aligns with operational requirements
  
  

Process Improvement & Operational Support

• Identify opportunities to improve accounting, billing, payroll, and data workflows


• Proactively surface issues, recommend solutions, and support implementation of process improvements


• Contribute to documentation and best practices that enhance accuracy, efficiency, and clarity
  
  

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field


• 3–5 years of experience in accounting or finance roles


• Strong working knowledge of QuickBooks Online (required)


• Experience processing payroll and supporting payroll compliance


• Solid understanding of accounts payable, accounts receivable, and general ledger accounting


• High attention to detail and strong organizational skills


• Ability to manage multiple priorities while maintaining accuracy


• Proficiency with Google Workspace


• Experience with HubSpot, Avalara, or CRM platforms

• SaaS or professional services experience, preferred
  

Core Competencies

• Ownership & Accountability: Takes responsibility for assigned work, follows through, and proactively addresses issues


• Collaboration & Communication: Works effectively across departments and communicates clearly with relevant stakeholders


• Operational Accuracy: Maintains high standards of precision while managing multiple tasks and timelines


• Adaptability: Adjusts to evolving priorities while remaining organized and focused


• Analytical Thinking: Comfortable working with detailed financial data and identifying discrepancies or improvements


• Professionalism & Integrity: Upholds confidentiality, ethical standards, and consistent quality