Staff Accountant - Waukesha, WI (Waukesha)
Pivotal Solutions, Waukesha, WI, United States
Staff Accountant
This role combines financial oversight and accounting discipline with customer-facing order management and service coordination. The ideal candidate will be comfortable managing financial controls while also serving as a key point of contact for customers, ensuring a seamless experience from order placement through delivery and after-sales support.
Key Responsibilities
Financial & Controller Functions
Manage day-to-day accounting operations using QuickBooks & Microsoft Dynamics 365 CRM/ERP
Maintain accurate financial records, including:
Accounts receivable and payable
Invoicing and collections
Expense tracking and reconciliation
Ensure adherence to Lifco financial controls and reporting standards
Prepare monthly, quarterly, and year-end financial reports
Monitor cash flow and support budgeting/forecasting activities
Coordinate with external accountants at Headquarters in Germany as needed
Oversee credit terms and ensure compliance with company payment policies (e.g., Net 30/Net 45)
Customer Service & Order Management
Serve as a secondary point of contact for customer inquiries
Process customer orders from entry through fulfillment
Coordinate with:
Internal sales team
Service department
Warehouse/logistics partners
Headquarters in Germany
Provide updates on order status, delivery timelines, and backorders
Support service scheduling and follow-up on maintenance requests
Handle customer issues professionally and escalate when necessary
Maintain accurate records in CRM/ERP systems (Microsoft Dynamics 365)
Operational Support
Assist in inventory tracking and coordination with global supply chain
Support pricing accuracy and alignment with company policies
Help enforce internal processes related to:
Order approvals
Payment terms
Documentation
Contribute to process improvements across finance and customer experience
Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or related field
1-5 years of experience in accounting, finance
Strong proficiency in QuickBooks and Microsoft Office
Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus
Excellent communication and organizational skills
High attention to detail and ability to manage multiple priorities
Ability to work independently in a fast-paced environment
This role combines financial oversight and accounting discipline with customer-facing order management and service coordination. The ideal candidate will be comfortable managing financial controls while also serving as a key point of contact for customers, ensuring a seamless experience from order placement through delivery and after-sales support.
Key Responsibilities
Financial & Controller Functions
Manage day-to-day accounting operations using QuickBooks & Microsoft Dynamics 365 CRM/ERP
Maintain accurate financial records, including:
Accounts receivable and payable
Invoicing and collections
Expense tracking and reconciliation
Ensure adherence to Lifco financial controls and reporting standards
Prepare monthly, quarterly, and year-end financial reports
Monitor cash flow and support budgeting/forecasting activities
Coordinate with external accountants at Headquarters in Germany as needed
Oversee credit terms and ensure compliance with company payment policies (e.g., Net 30/Net 45)
Customer Service & Order Management
Serve as a secondary point of contact for customer inquiries
Process customer orders from entry through fulfillment
Coordinate with:
Internal sales team
Service department
Warehouse/logistics partners
Headquarters in Germany
Provide updates on order status, delivery timelines, and backorders
Support service scheduling and follow-up on maintenance requests
Handle customer issues professionally and escalate when necessary
Maintain accurate records in CRM/ERP systems (Microsoft Dynamics 365)
Operational Support
Assist in inventory tracking and coordination with global supply chain
Support pricing accuracy and alignment with company policies
Help enforce internal processes related to:
Order approvals
Payment terms
Documentation
Contribute to process improvements across finance and customer experience
Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or related field
1-5 years of experience in accounting, finance
Strong proficiency in QuickBooks and Microsoft Office
Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus
Excellent communication and organizational skills
High attention to detail and ability to manage multiple priorities
Ability to work independently in a fast-paced environment