Job Description

A Snapshot of WFS Group:

WFS is a high performance RevOps agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for our clients. Think of a lead generation based marketing agency.... But focused on sales Put simply, our clients outsource their sales department to us and we sell their services to help them scale faster than ever before while changing as many people's lives as possible. We architect entire end-to-end sales solutions by designing custom sales motions, integrating battle-tested systems, developing go to market strategies powered by our proprietary playbooks, and then hiring, training, and managing a highly trained on demand sales force to deploy faster and more predictable revenue engines. The current verticals we serve are the alternative education space that sell transformative programs including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more, along with the software as a service (SaaS) vertical, bringing cutting edge technology products to market. In short, we're a full-stack RevOps implementation partner that installs full cycle turnkey selling systems for our clients.

Position Overview

The Staff Accountant is a critical role on our accounting team that is responsible for the day to day accounting functions and maintaining the financial backbone that powers our business. This role is laser-focused on accuracy, speed, and controls -- ensuring every dollar is tracked, reconciled, and reported with precision.


You'll oversee the financial lifecycle from commissions invoicing and reconciliations, to AP/AR, payroll support, credit cards, cash management, and assist the accounting manager in month-end close. Your mission? To keep our numbers clean, our books audit-ready, ensure the timeliness of incoming and outgoing payments, and our operations running with confidence.


This isn't just about keeping the books balanced -- it's about building systems and processes that provide financial clarity to fuel predictable growth. If you thrive in fast-paced high growth environments, love turning financial chaos into order, and geek out about spreadsheets the way most people geek out about Netflix, this role is for you.

You SHOULD Apply If You:

Want to work at a company that doesn't look at the accounting team as just an admin function, but instead as individuals that power growth through financial reporting Have mastered advanced Excel and Google Sheets (XLOOKUP, SUMIFS, pivots, data validation, versioning). Have in depth experience working with QuickBooks online, and know that system like the back of your hand Love reconciling numbers and can trace transactions from sales invoice payment without breaking a sweat. Understand commissions and variable comp structures (base vs variable, proration, retroactivity, exceptions). Get energy from delivering on tight deadlines and meeting SLAs with clean documentation. Are detail-obsessed, organized, and known for catching the small things others miss. Enjoy creating and updating SOPs that keep financial processes consistent. Communicate clearly and proactively escalate issues before they become problems. Thrive in a high-performance culture where accuracy and accountability matter.

You SHOULD NOT Apply If You:

Only know basic Excel formulas and shy away from advanced spreadsheets. Think you can pass an interview with minimal experience and have chat gpt come to save you! (there will be a live skills assessment in final interview) Prefer "close enough" over reconciling accounts down to the penny. Don't have in depth experience working in an accounting department for a company with a sales team or calculating sales commissions Get overwhelmed by deadlines, SLAs, or multiple reconciliations happening at once. Avoid documentation, SOPs, or process improvement work. Think accounting is just data entry rather than a discipline of accuracy and controls. Struggle with detail orientation or consistently miss discrepancies. Don't enjoy working cross-functionally with sales, operations, and leadership. Eat your pizza with ranch... may be flexible on this one ;)

Core Outcomes (What Success Looks Like):

Bank, credit card, and cash reconciliations performed accurately and on schedule. Commissions calculated, prorated, and reported with 100% accuracy. Invoices delivered per schedule and AR aging monitored with timely follow-ups. AP tracker up to date and vendor payments processed on time. Payroll inputs and employee reimbursements reconciled without discrepancies. Month-end close completed with clean journal entries and reconciled balance sheet accounts. SOPs kept current, with practical controls in place to prevent errors and duplications. Process improvements identified and implemented to increase efficiency and accuracy.

Responsibilities

Perform bank reconciliations (soft/hard) and cash reconciliations. Manage commissions and sales operations support (commission reports, workbook maintenance, sales audits, rep/customer inquiries). Create/deliver invoices, reconcile receipts, process deposits, and manage AR aging. Maintain AP tracker, process vendor invoices, and schedule payments. Update vendor and customer master data with accurate contact details. Provide payroll support: prepare inputs, reconcile payroll and reimbursements. Enter credit card transactions, collect receipts, and reconcile against statements. Prepare journal entries and reconcile balance sheet accounts during month-end close. Support quarterly compliance reviews (vendor 1099 checks) and continuous improvement initiatives. Maintain SOPs and enforce financial controls (validations, versioning, de-duplication).

Requirements

Bachelor's degree in Accounting, Finance, or related field. Minimum 2 years of experience working in an accounting department. Strong written and spoken English; professional communication and presentation skills. Advanced Google Sheets/Excel (XLOOKUP/INDEX-MATCH, SUMIFS, pivots, data validation, versioning/change log). Strong AP/AR fundamentals with reconciliation skills (sales invoice payment; bank and credit card). Understanding of commissions (base vs variable, proration, retroactivity, exceptions). Detail-oriented, organized, deadline-reliable, and proactive with escalations. * Strong critical thinking and problem-solving skills.