Senior Accountant / Co-Owner

Keller Inc; Appleton (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

Keller Inc in Appleton, WI seeks a Senior Accountant to oversee accounting functions for planning, design, and construction operations. You will manage general and project accounting, financial reporting, budgets, and internal controls, partnering with leadership to drive efficiency.

Ideal candidates have CPA preferred, 5–8 years in construction or project-based industries, strong GAAP knowledge, and experience with job costing and Viewpoint Vista or similar ERP. ESOP highlighted.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA certification preferred.
• Minimum 5–8 years of accounting experience in construction, architecture, or project-based industries.

Responsibilities

• Lead month-end, quarter-end, and year-end close processes.
• Prepare monthly, quarterly, and annual financial statements and management reports.
• Analyze financial performance and communicate trends, risks, and opportunities to leadership.
• Ensure compliance with GAAP.

Skills

Financial analysis

GAAP knowledge

Project accounting

Attention to detail

Communication with leadership

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Viewpoint Vista

ERP systems

Job description

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 & Reporting

• Lead month-end, quarter-end, and year-end close processes
• Prepare monthly, quarterly, and annual financial statements and management reports
• Analyze financial performance and communicate key trends, risks, and opportunities to leadership
• Ensure compliance with Generally Accepted Accounting Principles (GAAP)

Cash Management

• Monitor Daily Cash & reconcile – cleared checks and deposits
• Process bank deposits and monitor outstanding deposits
• Administer Positive Pay and fraud prevention controls
• Investigate and resolve banking exceptions and reconciling items

Project & Construction Accounting

• Manage project accounting functions, including job costing, revenue recognition, and project profitability analysis
• Monitor project budgets, costs, billings, and forecasts
• Collaborate with Project Managers and Leadership to review project financial performance and identify cost-saving opportunities
• Prepare and analyze Work in Progress (WIP) schedules
• Manage progress billing, retainage tracking, and contract compliance
• Support project forecasting and cash flow planning

Budget & Financial Analysis

• Develop financial models and reporting tools to enhance business insights
• Support strategic planning and financial decision-making initiatives
• Assist in the development of annual budgets and periodic forecasts

Accounts Payable & Accounts Receivable Oversight

• Review vendor payments, customer billings, and collection activities
• Prepare and process weekly vendor payments
• Ensure timely resolution of billing and account issues
• Monitor cash flow and working capital metrics
• Coordinate annual 1099 reporting requirements
• Assist with employee reimbursement and expense reporting processes

Internal Controls & Compliance

• Maintain and strengthen internal accounting controls and financial procedures
• Assist with external audits, tax preparation, and regulatory reporting requirements
• Ensure compliance with federal, state, and local regulations

Administrative Support

• Support employee activities related to timekeeping and expense reporting.
• Serve as the on-site liaison and primary point of contact for Hoffman employees regarding HR and Finance matters when needed

Education & Experience

• Bachelor's degree in Accounting, Finance, or related field required
• Certified Public Account (CPA) preferred
• Minimum of 5-8 years of accounting experience with demonstrated growth in responsibilities and expertise
• Experience with construction, architecture, or project-based industries strongly preferred
• Experience with job costing, project accounting, and financial reporting
• Experience with construction accounting software such as Viewpoint Vista or similar ERP systems

Skills & Abilities

• Strong analytical and problem-solving capabilities
• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• High degree of integrity, professionalism, and confidentiality

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!