Staff Accountant
Roman Electric Co., Inc.
- West Allis, WI
- Permanent
- Full-time
- Post business transactions, process invoices, and verify financial data.
- Maintain records of outstanding payables.
- Assemble, review, and ensure timely payment of invoices.
- Verify accuracy of financial documents for payment, auditing, and tax purposes.
- Maintain copies of invoices and related documentation.
- Clarify questionable invoice items, prices, or discrepancies.
- Reconcile bank statements and input daily bookkeeping records.
- Process vendor payments via ACH or check
- Mail out monthly statements.
- Review AR aging with management.
- Coordinate AR phone calls in accordance with state collection laws.
- Monitor past-due invoices and manage customer collections.
- Provide end-of-month Profit & Loss (P&L) accrual statements to management.
- Assist the CFO with month-end closing procedures.
- Prepare and analyze monthly financial reports.
- Support budget preparation, cash flow management, and forecasting.
- Manage and maintain CRM financial data.
- Assist with the transfer of information from ServiceTitan to Spectrum.
- Remain up to date with continuing education and training for ServiceTitan and Spectrum systems.
- Bachelor’s degree in Accounting, Finance, or related field (preferred).
- 2–4 years of accounting experience; small business or home services experience strongly preferred.
- Proficiency in accounting software and Microsoft Excel; experience with ServiceTitan and Viewpoint Spectrum a plus.
- Strong knowledge of GAAP and full-cycle accounting.
- Excellent attention to detail, organizational skills, and problem-solving abilities.
- Ability to prioritize tasks in a fast-paced environment and meet deadlines.
- Strong communication and collaboration skills.
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Paid time off and holidays.
- Retirement plan with company match.
- Professional development and continuing education opportunities.
- A supportive, team-oriented work environment.