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Area Controller
Trivest Portfolio Partners Arlington, WI

Area Controller

Trivest Portfolio Partners
Arlington, WI
  • $120,000 to $150,000 Yearly
  • Full-Time
Job Description
Larson-Keeney Home Services is hiring an Area Controller for a full-time position in Arlington, Wisconsin.

The Controller is responsible for the integrity of financial reporting for four home services businesses located in Arlington, Neenah, and Delafield, WI as well as Grand Rapids, MI. The Controller position is supported by an Accounting Manager and two Accounting Clerks. The Controller will lead and oversee all accounting activities, including month-end close and financial review calls with management; journal entries; oversight of subsidiary ledgers and supporting schedules; balance sheet and account analysis; reviewing accounts payable and accounts receivable; coordinating and directing budgeting and financial forecasting; monitoring inventory levels; assisting with pricing policies; and completing sales and use tax filings.

This position is based out of the Arlington office with minimal travel to the other locations. There is an opportunity for a hybrid work schedule (in office / remote).

Larson-Keeney Home Services (“LKHS”) is hiring a Controller for a full-time position in Arlington, Wisconsin (northern suburbs of Madison). LKHS is a fast-growing home services business with four locations throughout southern WI and MI, offering roofing, gutter and attic insulation sales and installation to its primarily residential customer base. Our Arlington office is just 15 minutes north of the US-59/WI-19 intersection, providing for an easy reverse commute. LKHS is part of the Canopy Services Group (“Canopy”), a holding company controlled by investors with a highly successful track record of building essential services platforms throughout the United States. Canopy’s forecasted growth will create numerous opportunities for professional growth and career development for its employee team in the years ahead. Canopy is committed to growing its stature as an employer of choice and promoting a people-first environment with a strong focus on safety.

SUPERVISORY RESPONSIBILITIES:
  • Manages the Larson-Keeney Controller who has 3 direct reports between Larson and Keeney.
ESSENTIAL FUNCTIONS:
  • Leads month-end closing process for all subsidiary companies including pre-closing review with Larson-Keeney Controller and presents monthly financial results to Business Unit leadership as well as Canopy’s CEO and CFO.
  • Serve as a strategic business partner to the founders of Larson and Keeney as well as the WI/MI Group General Manager.
  • Ensures adherence to internal controls, accounting policies/procedures and GAAP including the proper timing/recognition of revenue and expenses
  • Leads the preparation of business activity reports, financial forecasts and annual budgets.
  • Analyzes inventory levels and ensures accuracy of inventory counts and valuation.
  • Performs analysis of job-level revenue and costs to ensure that profitability goals are met.
  • Performs fixed asset accounting including capitalization decisions, asset life determination, depreciation calculations and subledger maintenance.
  • Reviews bank reconciliations and submits required information for compilation of weekly Cash-Debt Report by Canopy’s CFO.
  • Reviews accounts payable and accounts receivable agings.
  • Identify and resolve vendor pricing discrepancies.
  • Lead onsite annual audit field work and respond to audit requests.
SKILLS:
  • Experience with Sage Intacct accounting software, or similar cloud-based GL systems.
  • Experience with systems migrations from QuickBooks to cloud-based accounting software.
  • Experience with QB desktop/online platform preferred.
  • Experience with transition from Cash to Accrual based accounting.
  • Advanced knowledge of Excel.
  • Previous supervisory experience.
  • High level of accuracy, attention to detail.
  • Organizational & multi-tasking skills.
  • Excellent written & verbal communicator w/listening skills.
  • Good “player/coach” and developer of people.
KEY PERFORMANCE INDICATORS (KPI):
  • The timeliness and accuracy of daily/weekly/monthly reporting.
  • The level of support and satisfaction of WI/MI Group leadership as well as Canopy’s CFO.
  • The creation of sound and accurate financial reporting tools for the business.
  • The cultivation of Interpersonal relationships, building and maintaining strong lines of communication and teamwork across all levels of the organization.

QUALIFICATIONS AND EDUCATION REQUIREMENTS:
  • Bachelor’s degree in Accounting or Business Administration required.
  • Certified Public Accountant designation required.
  • 6+ years of related experience required, 3+ years in a management position.
  • Independent decision maker, self-motivated and organized.
  • Capable of self-checking accuracy of work as well as reviewing the work of others.

We offer a competitive salary package determined through thorough market research and industry benchmarking. Note: the compensation range is flexible dependent on experience.

If you are interested in this position as an Area Controller, apply today!

#INDPE2023

Address

Trivest Portfolio Partners

Arlington, WI
53911 USA

Industry

Finance and Insurance

Posted date

Over a month ago
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Trivest Portfolio Partners job posting for a Area Controller in Arlington, WI with a salary of $120,000 to $150,000 Yearly with a map of Arlington location.