Senior Accountant / Co-Owner

Keller Inc•Appleton, WI

3d•Onsite

About The Position

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.

Requirements

Bachelor's degree in Accounting, Finance, or related field required
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
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
Great attitude, high energy and willingness to put forth best effort every day

Nice To Haves

Certified Public Account (CPA) preferred

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 key trends, risks, and opportunities to leadership
Ensure compliance with Generally Accepted Accounting Principles (GAAP)
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
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
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
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
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
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