OwnersEdge · 18 hours ago
Controller
Waukesha, WI
Full-time
Onsite
Mid, Senior Level
3+ years expOwnersEdge is a growing, employee-owned organization, and they are seeking a Controller to manage the month-end close process, financial reporting, and cash flow management. The role involves ensuring the accuracy and integrity of financial data while supporting management with actionable financial insights and process improvements.
BitcoinFinancial ServicesFinTech
Responsibilities
Complete monthly close processes including accruals, prepaid expenses, fixed assets, and necessary journal entries
Reconcile general ledger accounts and maintain supporting documentation
Ensure compliance with Generally Accepted Accounting Principles (GAAP)
Lead monthly intercompany reporting and reconciliations
Facilitate preparation and filing of 1099 forms and personal property tax returns
Prepare monthly individual and consolidated financial statements using Management Reporter, with a transition plan to Power BI
Take ownership of all reporting processes to ensure accuracy and timeliness
Develop and maintain financial dashboards and key performance indicator (KPI) reports for management
Support strategic decision-making through financial analysis, including comparative monthly financial statements and trend reviews
Assist with annual budget preparation for the holding company and A&S
Participate in the year-end financial audit and tax preparation processes
Perform weekly cash reconciliations and monitor cash flow performance
Prepare and maintain a rolling 12-week cash flow forecast and identify opportunities to improve working capital efficiency
Manage cash applications for A&S, lead the collections process and related reporting
Drive process improvement initiatives through automation, documentation, and enhanced reporting
Actively contributes to cost management and efficiency initiatives across the organization
Complete other special projects and responsibilities as assigned by the OE Financial Leader
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
3–7 years of progressive experience in accounting or financial analysis
Strong understanding of GAAP and financial statement preparation
Advanced Excel skills
Excellent analytical, problem-solving, and organizational skills
Strong communication skills and ability to work collaboratively across multiple operating companies
Self-motivated with a continuous improvement mindset
Preferred
Experience with Power BI or similar reporting tools
Familiarity with multiple ERP systems and management reporting software, including Quickbooks online and MS Great Plains
Company
OwnersEdge
OwnersEdge is an ESOP holding company that strives to invest in and build sustainable companies throughout the Midwest.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A
Angi Krueger
Chief Marketing Officer
Lisa Reardon
Founder & Executive Chair
Recent News
BizTimes - Milwaukee Business News
2023-06-10
Company data provided by crunchbase