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