Staff Accountant

Truity Partners LLC; Wisconsin; On-site; USD 70,000 - 80,000; Full time

Job summary

Truity Partners LLC is seeking a Staff Accountant in the Waukesha County area for an on-site role. The candidate should have 1+ year of accounting experience, excellent communication, and strong organizational skills. The position offers growth opportunities, high visibility, and a tenured team.

The role focuses on project accounting, billings, and closeout activities with emphasis on MS Excel and Dynamics 365. Salary ranges up to $70K-$80K depending on experience and qualifications.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 1+ years of accounting experience; construction/project accounting preferred.
• Proficient in Excel and accounting software; Dynamics 365 Finance & Operations preferred.
• Strong analytical and organizational skills.
• Excellent written and verbal communication and collaboration skills.

Responsibilities

• Set up and maintain project records in Dynamics 365, including budgets, costs, and billing.
• Track project costs with Project Managers, resolve coding discrepancies, analyze variances, and validate forecasts.
• Prepare accurate and timely project billings, including client forms, lien waivers, certified payroll reports, and supporting documentation.
• Monitor accounts receivable and retention, follow up on overdue balances, document collection efforts, and escalate payment issues.
• Coordinate subcontractor payment applications, lien requirements, insurance documentation, final billings, and project closeout activities.
• Prepare journal entries, reconciliations, accruals, and financial schedules while supporting reporting, audits, tax requirements, and process improvements.

Skills

Communication skills

Organized

1+ years experience

Education

Bachelor's degree in Accounting/Finance

MBA or CPA preferred

Tools

Microsoft Excel

Microsoft Dynamics 365 Finance & Operations

Job description

Our client is an organization in the Waukesha County area that’s looking for a Staff Accountant. Our client is looking for someone with 1+ years of experience, has excellent communication skills, and is organized. This company offers internal growth opportunities, high visibility, and a tenured team. This position is onsite.

The salary for this position is up to $70K - $80K.

The Staff Accountant will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Set up and maintain project records in D365, including budgets, contracts, change orders, costs, and billing requirements.
• Partner with Project Managers to track project costs, resolve coding discrepancies, analyze variances, and validate forecasts.
• Prepare accurate and timely project billings, including required client forms, lien waivers, certified payroll reports, and supporting documentation.
• Monitor accounts receivable and retention, follow up on overdue balances, document collection efforts, and escalate payment issues.
• Coordinate subcontractor payment applications, lien requirements, insurance documentation, final billings, and project closeout activities.
• Prepare journal entries, reconciliations, accruals, and financial schedules while supporting reporting, audits, tax requirements, and process improvements.

The Staff Accountant will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in Accounting, Finance, or a related field; MBA and/or CPA preferred.
• 1+ years of relevant accounting experience; construction or project accounting experience preferred.
• Proficiency in Microsoft Excel and accounting software; experience with Microsoft Dynamics 365 Finance & Operations preferred.
• Strong analytical and organizational skills, with a high level of accuracy and the ability to manage multiple projects and deadlines.
• Excellent written and verbal communication skills, with the ability to collaborate effectively with clients and cross-functional teams.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.