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Controller/Customer service

TRC Talent Solutions

Waukesha, WI

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JOB DETAILS
SKILLS
Accounting, Accounts Payable, Accounts Receivable, Billing, Budgeting, Business Administration, Cash Flow, Communication Skills, Credit and Collections, Customer Relationship Management (CRM) Systems, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, ERP (Enterprise Resource Planning), Finance, Financial Control, Financial Reporting, Forecasting, Genetics, Inside Sales, Intuit Quickbooks, Maintain Compliance, Microsoft Dynamics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Order Management, Order Processing, Order/Customer Fulfillment, Organizational Skills, Presentation/Verbal Skills, Pricing, Reconciliation, Record Keeping, Sales Support, Supply Chain, Time Management, Writing Skills
LOCATION
Waukesha, WI
POSTED
Today
Job Title: Accounting Specialist
Job Type: Direct hire
Location: Waukesha, WI (Fully Onsite)
Shift: M-F, 8:00am-4;30pm
Pay: $60,000k+ (Dependent on experience)
Essential Job Duties & Responsibilities:
  • Manage day-to-day accounting operations including accounts payable/receivable, invoicing, collections, and reconciliations using QuickBooks and Microsoft Dynamics 365
  • Maintain accurate financial records and ensure compliance with internal financial and reporting standards
  • Prepare monthly, quarterly, and year-end financial reports
  • Monitor cash flow and assist with budgeting and forecasting activities
  • Serve as a secondary point of contact for customer service inquiries and support
  • Process customer orders from entry through fulfillment, ensuring accuracy and timeliness
  • Handle customer concerns professionally and escalate when necessary
  • Maintain accurate records within CRM/ERP systems (Microsoft Dynamics 365)
  • Assist with inventory tracking and coordination with supply chain partners
  • Support pricing accuracy and adherence to company policies
  • Help enforce internal processes related to order approvals, payment terms, and documentation
  • Provide backup support for customer service functions as needed in a small team environment
Qualifications & Requirements:
  • Bachelor's degree in Accounting, Finance, Business Administration, or related field
  • 2+ years of experience in accounting, finance, or controller-level responsibilities
  • Experience with customer service, order management, or inside sales support
  • Strong proficiency in QuickBooks and Microsoft Office (Excel, Word, Outlook)
  • Experience with CRM/ERP systems (Microsoft Dynamics 365 preferred)
  • Excellent organizational, multitasking, and time management skills
  • Strong attention to detail and accuracy
  • Ability to work independently in a fast-paced environment
  • Strong verbal and written communication skills
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

About the Company

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TRC Talent Solutions

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