Senior Accountant / Co-Owner

Keller•Appleton, WI
•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. NON-Negotiables: Before we get into the x’s and o’s, do you have a great attitude , high energy and will you put forth your best effort every day? We believe that the path to success starts with these qualities and utilizing them EVERY. SINGLE. DAY. Our employee-owners are dependable, hold each other accountable and take pride in our work.

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

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

Benefits

  • Competitive salary
  • Annual incentive bonus
  • Great benefits package
  • ESOP (Employee Stock Ownership Plan) - completely company funded added retirement benefit
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