Financial Controller - Waukesha, WI

Posted 2 Days Ago
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Waukesha, WI, USA
In-Office
Senior level
Productivity • Professional Services
The Role
Oversee accounting operations, financial close, GAAP-compliant reporting, reconciliations, cash management, internal controls, tax compliance, budgeting, forecasting, variance analysis, job costing, and AR/AP. Maintain ERP and field-service systems supporting payroll, billing, and reporting. Partner with leadership to improve financial processes, monitor working capital, and provide actionable financial insights.
Summary Generated by Built In

Job Title: Financial Controller 

Location: Waukesha, WI

Company Overview: 

Automatic Entrances of Wisconsin is a nationally recognized, award-winning distributor specializing in the installation and service of automatic door equipment. We are dedicated to delivering outstanding service and products while providing excellent career growth opportunities for driven individuals, both in the field and in the office!

Who We Are Looking For:

We are seeking a hands-on Financial Controller to oversee day-to-day accounting operations and ensure accurate financial reporting in accordance with GAAP.

The ideal candidate will have experience in construction or field service environments, strong knowledge of ERP systems, and familiarity with platforms such as ServiceTitan, Procore, or similar service management systems. This individual will support process improvements, maintain strong internal controls, and partner with leadership to provide clear financial insights that support business operations and growth.

Key Responsibilities: 

  • Manage the monthly financial close process, ensuring GAAP-compliant monthly, quarterly, and annual financial statements and completion of key balance sheet reconciliations.
  • Oversee cash management and support accurate cash forecasting while monitoring working capital, billing accuracy, and cost controls.
  • Maintain strong internal controls and ensure compliance with tax filings, external audit requests, and day-to-day AR and AP operations.
  • Support budgeting, forecasting, and variance analysis in partnership with the CEO and Regional Controller, including oversight of job costing and project-level financial tracking.
  • Manage and maintain accounting systems such as ServiceTitan, Sage, or similar platforms, supporting payroll, billing, and financial reporting processes within a B2B field services environment.

Competencies: 

  • Timely and accurate financial reporting. 
  • Cash flow optimization. 
  • Strong controls and compliance management. 
  • Budgeting and forecasting support. 

Experience: 

  • 7+ years in general ledger accounting. 
  • Hands-on experience with ERP systems such as Sage Intacct, NetSuite, SAP, or similar platforms.
  • Robust knowledge of % of completion accounting, inventory/WIP management, lease accounting, and GAAP entries. 
  • Track record in enhancing financial processes, particularly in B2B field services. 
  • Bachelor’s degree in Accounting or Finance; CPA, CMA, or CGMA preferred.

Attributes: 

  • High integrity and pragmatic accounting expertise.
  • Strong influencing skills and the ability to communicate financial concepts to non-finance employees.
  • Detail-oriented and operationally minded.
  • Data-driven approach and process and systems expertise 

Skills Required

  • 7+ years of general ledger accounting experience
  • Experience with ERP systems such as Sage Intacct, NetSuite, SAP, or similar
  • Knowledge of percentage-of-completion accounting
  • Knowledge of inventory and work-in-progress management
  • Knowledge of lease accounting and GAAP entries
  • Experience enhancing financial processes in B2B field services
  • Bachelor's degree in Accounting or Finance
  • CPA, CMA, or CGMA certification
  • Experience in construction or field service environments
  • Familiarity with ServiceTitan, Procore, or similar service management systems

Cobalt Service Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cobalt Service Partners and has not been reviewed or approved by Cobalt Service Partners.

  • Healthcare Strength — Health coverage is consistently presented in job postings as including medical, dental, and vision, with some roles describing comprehensive plans. One description also highlights a strong employer contribution toward premiums, underscoring robust support.
  • Retirement Support — A 401(k) with company match is commonly listed across postings, pointing to employer-backed retirement savings. Some roles explicitly describe matching contributions, indicating structured long-term support.
  • Leave & Time Off Breadth — Paid time off and paid holidays are frequently included, with some roles mentioning sick time and accrual that increases with tenure. Certain corporate postings reference flexible PTO as well.

Cobalt Service Partners Insights

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The Company
HQ: New York, NY
179 Employees
Year Founded: 2022

What We Do

Cobalt Service Partners buys and builds leading access solutions businesses that install and maintain essentials like commercial doors, overhead doors, security gates, access control systems, video surveillance systems, and more. Through its commitment to people, technology, and unwavering stewardship, Cobalt offers founders a long-term home for their business that they can feel proud of. Securing Legacies, Unlocking Possibility. Cobalt is backed by Alpine Investors, an investment firm committed to building enduring businesses by investing in and developing exceptional people.

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