Financial Controller - Waukesha, WI

Cobalt Service Partners, LLC; Waukesha (WI); On-site; USD 110,000 - 140,000; Full time

Job summary

Automatic Entrances of Wisconsin is seeking a hands-on Financial Controller to oversee day-to-day accounting operations and ensure GAAP-compliant financial reporting. The ideal candidate will have 7+ years in general ledger accounting, deep ERP experience (Sage Intacct, NetSuite, SAP) and familiarity with ServiceTitan or Procore in a B2B field-services environment.

You will drive cash forecasting, budgeting, variance analysis, project costing and maintain strong internal controls while

Qualifications

• 7+ years in general ledger accounting.
• Experience with ERP systems (Sage Intacct, NetSuite, SAP) and service-management platforms.
• Knowledge of % of completion accounting, inventory/WIP, lease accounting, GAAP entries.
• Bachelor’s in Accounting or Finance; CPA/CMA/CGMA preferred.
• Strong internal controls and ability to explain financial concepts to non-finance staff.

Responsibilities

• Manage monthly close with GAAP-compliant statements and reconciliations.
• Oversee cash management and forecasting; monitor working capital and cost controls.
• Maintain internal controls; ensure compliance with tax filings and audits.
• Support budgeting, forecasting, and variance analysis with leadership.
• Oversee job costing and project-level financial tracking.
• Manage accounting systems (ServiceTitan, Sage) and payroll/billing reporting.
• Ensure timely and accurate financial reporting.
• Drive cash flow optimization.
• Maintain strong controls and compliance.

Skills

General ledger accounting

Internal controls

Financial reporting

Communication with non-finance

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

Sage Intacct

NetSuite

SAP

ServiceTitan

Procore

Job description

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.
• 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

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Cobalt Service Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.