Senior Accountant / Co-Owner
Keller, Inc. · Appleton, WI · 2 wk ago
On-siteAccountingFull-time
We are seeking a highly skilled and motivated Senior Accountant to join our Hoffman team and oversee critical accounting functions and support the financial performance of our planning, design, and construction operations. This role will be responsible for managing general accounting activities, project accounting, financial reporting, budget support, and internal controls. The Senior Accountant serves as a trusted financial partner to leadership and project teams, providing insights that drive operational efficiency and informed decision-making.The ideal candidate brings strong technical accounting knowledge, experience in project-based environments, and the ability to identify opportunities for process improvements while maintaining a high degree of accuracy and compliance.NON-Negotiables{{:}}Before we get into the x's and o's, do you have a great attitude, high energy and will you put forth your best effort every day? We believe that the path to success starts with these qualities and utilizing them EVERY. SINGLE. DAY. Our employee-owners are dependable, hold each other accountable and take pride in our work. Key Responsibilities{{:}}Financial Accounting & ReportingLead month-end, quarter-end, and year-end close processesPrepare monthly, quarterly, and annual financial statements and management reportsAnalyze financial performance and communicate key trends, risks, and opportunities to leadershipEnsure compliance with Generally Accepted Accounting Principles (GAAP)Cash Management Monitor Daily Cash & reconcile - cleared checks and depositsProcess bank deposits and monitor outstanding deposits Administer Positive Pay and fraud prevention controlsInvestigate and resolve banking exceptions and reconciling itemsProject & Construction AccountingManage project accounting functions, including job costing, revenue recognition, and project profitability analysisMonitor project budgets, costs, billings, and forecastsCollaborate with Project Managers and Leadership to review project financial performance and identify cost-saving opportunitiesPrepare and analyze Work in Progress (WIP) schedulesManage progress billing, retainage tracking, and contract complianceSupport project forecasting and cash flow planningBudget & Financial AnalysisDevelop financial models and reporting tools to enhance business insightsSupport strategic planning and financial decision-making initiativesAssist in the development of annual budgets and periodic forecastsAccounts Payable & Accounts Receivable OversightReview vendor payments, customer billings, and collection activitiesPrepare and process weekly vendor paymentsEnsure timely resolution of billing and account issuesMonitor cash flow and working capital metricsCoordinate annual 1099 reporting requirementsAssist with employee reimbursement and expense reporting processesInternal Controls & ComplianceMaintain and strengthen internal accounting controls and financial proceduresAssist with external audits, tax preparation, and regulatory reporting requirementsEnsure compliance with federal, state, and local regulationsAdministrative SupportSupport employee activities related to timekeeping and expense reportingServe as the on-site liaison and primary point of contact for Hoffman employees regarding HR and Finance matters when needed Requirements Education & ExperienceBachelor's degree in Accounting, Finance, or related field requiredCertified Public Account (CPA) preferredMinimum of 5-8 years of accounting experience with demonstrated growth in responsibilities and expertiseExperience with construction, architecture, or project-based industries strongly preferredExperience with job costing, project accounting, and financial reportingExperience with construction accounting software such as Viewpoint Vista or similar ERP systemsSkills & AbilitiesStrong analytical and problem-solving capabilitiesExceptional attention to detail and organizational skillsAbility to manage multiple priorities in a fast-paced environmentHigh degree of integrity, professionalism, and confidentiality Benefits What's in it for you?We offer a competitive salary and annual incentive bonus, a great benefits package, and don't forget about the ESOP! Being 100% employee-owned, the ESOP (Employee Stock Ownership Plan) is an added retirement benefit that is completely company funded. You become an Owner without all the headaches.... and at no cost to you. You will instantly have a team of 325+ co-owners that want you to succeed and will help you along the way. If you succeed, we ALL succeed!