About

• Description
• As an Financial Operations Specialist, you will play a key role in ensuring our financial operations run smoothly by ensuring that bookkeeping, biweekly payroll, and commissions are accurate and up to date. You will maintain organized financial records, reconcile accounts, and oversee accounts payable/receivable forecasting and reporting. Accuracy, attention to detail, and process improvement are at the heart of this role as you’ll make sure every employee is paid correctly and on time while keeping our financial systems running smoothly.

• No two days are the same in this role. Beyond core accounting tasks, you will handle basic HR functions, support office operations, audit processes, and identify opportunities to make workflows more efficient. Your work will directly impact both the day-to-day operations and the long-term financial health of the organization, providing leadership with actionable, data-driven insights.

• What Makes Joining the MPI® Family the Right Move for You?
• Mission
• To serve the needs of hard-working individuals striving to achieve financial security and freedom through education and our innovative, personalized strategy that sets us apart.

• Vision
• Empowering individuals with personalized financial solutions that align with their values and aspirations, enabling them to achieve lasting financial freedom and peace of mind.
• At the heart of our company are core values that guide everything we do. We lead with knowledge, believing that education unlocks better financial decisions. We act with integrity, ensuring every choice is made with honesty and care. We thrive on collaboration, knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can-do attitude to every situation, facing obstacles with creativity and determination. Above all, we’re fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support.
• **Please Note: Accountability and measurable results are core to our company. High standards and feedback are part of our environment.

Learn more about our unique strategy

• -Read Everybody Ends Up Poor: https://compoundinterest.com/mpi-books/
• -Read The Lost Science of Compound Interest: https://compoundinterest.com/mpi-books/
• -Watch: https://compoundinterest.com/mpi-presentation/

Pay Range

• Based on experience and qualifications. Rate is negotiable for exceptional expertise or additional responsibilities. Full-time onsite role.

Do you have the following skills to excel in this role?

• Bachelor’s degree in Accounting, Finance, or related field (Associate’s degree or equivalent experience may be considered).
• Proven experience in accounting, bookkeeping, HR administration, or similar role.
• Strong knowledge of accounting principles and best practices
• Strong Proficiency with QuickBooks and Google Workspace (Sheets, Docs, Drive).
• Experience preparing and analyzing P&L statements and balance sheets.
• Strong understanding of accounting principles, GAAP, and financial best practices.
• Highly organized, detail-oriented, and reliable, with excellent time management skills.
• Ability to collaborate effectively with CPA firms, external auditors, and leadership.
• Ability to work independently and manage shifting priorities.
• Strong communication skills and professional discretion in handling sensitive financial data.
• CPA certification or progress toward CPA designation.
• Familiarity with payroll processing, payment platforms, benefits administration, and HR compliance.

To be successful in this role

• Accounting (80%)
• Maintain accurate financial records and general ledger entries
• Review, process, and reconcile invoices, reimbursements, and payment platforms
• Manage accounts payable and accounts receivable, ensuring timely and accurate processing
• Perform regular bookkeeping tasks, including bank and corporate credit card reconciliations
• Prepare and analyze monthly, quarterly, and annual Profit & Loss (P&L) statements, balance sheets, and other financial reports for executive management
• Run biweekly payroll and commissions, ensuring all employees are paid accurately and on time
• Review reports to verify accuracy, track payments, and provide insights on trends and costs
• Review payroll summaries for accuracy, monitor labor costs, and ensure changes in pay rates, deductions, or withholdings are correctly reflected
• Conduct thorough reconciliations of corporate credit cards and bank accounts
• Perform entries, adjustments, and reconciliations in QuickBooks
• Generate weekly, monthly, quarterly, and annual financial reports for executive management, providing key metrics and insights for data-driven decision-making
• Ensure vendor files and W-9 records are up to date and work with the accounting firm to issue 1099s annually
• Work closely with the external CPA firm for tax preparation, financial reporting, and annual filings
• Support financial audits, month-end and year-end close, and reporting requirements
• Analyze financial data to identify trends, risks, and opportunities for improvement; provide leadership with actionable, data-driven advice
• Recommend and implement process improvements to enhance efficiency
• HR (10%)
• Assist with benefits administration and employee record maintenance
• Support onboarding: new hire documentation, setup, and internal coordination
• Maintain employee handbook and ensure compliance with HR policies
• Track PTO, attendance, and status changes
• Support company-wide HR initiatives and internal projects
• Support leadership with HR-related reporting and process improvements
• Office Operations (10%)
• Oversee general office operations, including supplies, equipment, and vendor coordination
• Maintain internal systems, templates, and process documentation
• Assist with scheduling, workflow coordination, and internal communications
• Support leadership with administrative and operational tasks as needed