HELLO AND WELCOME!

JOB DESCRIPTION

Do you have a passion for accounting and finance, delivering superior service while being a key player in the essential daily functions of a successful office?  Our established financial services firm located in Waukesha, Wisconsin is looking for an experienced Accounting Specialist.  This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business.  The ideal candidate will be responsible for day-to-day financial processes, assisting with vendor relationships and implementing efficient accountant processes and procedures.   A strong work ethic, attention to detail and experience overseeing and leading projects will be required.  If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!

Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.

The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy. 

Minimum Requirements:

• Bachelor’s degree in Accounting or equivalent practical experience for a minimum of two years.
• In-depth understanding of accounting principles and best practices, with proven knowledge of accounts  payable and receivable processes. Demonstrate sound judgment and adherence to accounting best  practices. 
• Highly proficient in using accounting software, showcasing a high level of accuracy and organizational  skills. 
• Experience using Google Suite of products
• Experience using Quickbooks software

This position requires that you possess the following skills:

• Excellent communication skills, both written and verbal. Exhibit a high level of confidentiality in handling  sensitive financial information. 
• Ability to thrive in a fast-paced environment, with the ability to manage multiple interruptions, and  showcasing the ability to identify and correct numerical errors.  
• Time management and prioritization skills to meet deadlines with minimal supervision. 
• Demonstrate a commitment to continuous learning, staying abreast of industry updates and retaining  knowledge. 
• Team-oriented mentality with a proactive willingness to assist in various tasks. 
• Consistent follow-through

Responsibilities

• Accounts Payable & Receivable proficiency, execute day-to-day accounts payable processes,  including cash management, vendor bill payments, and credit card receipt processing. On the receivables  side, handle contract reviews, monthly invoicing, and customer record maintenance. 
• Documentation & Compliance, Obtain crucial paperwork from vendors, such as W-9  information, to facilitate smooth accounting operations. Ensure compliance with industry regulations.
• Assist with month-end closing processes, from bank reconciliations to general ledger auditing. Your  attention to detail ensures assistance with accurate financial reporting. 
• Payroll processing, commission management and benefit administration 
• Handling administrative duties like scanning invoices and  maintaining an efficient electronic filing system. 
• Innovation and process improvement, identifying opportunities for centralization, elimination, or automation  of activities. Implement innovative solutions to enhance financial processes. 

We are looking for “A” players who want to learn and become part of a fast-paced, growing firm.  If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Money for Nothing

Start with three weeks paid time-off each year and earn more.

Additional Days Off

When we meet our goals, we prefer to give employees extra days off. Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 per year and get a 3% match on top of that. Are you 50+? You can contribute an additional $7,500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!

Let’s Stay Healthy

Group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.

Hungry?

Free Lunches provided for weekly team building

Free coffee, tea, sodas, water and hot cocoa — all on-site

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off the Guerke’s corner exit on I-94

Wow, You’re Smart!

We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!

Want to get your CPA license? Let’s do it!

Let’s have fun!

Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

Paid-for Annual Trips

Company hits our goals, let’s all travel together!