Staff Accountant

Title: Staff Accountant

Location: Milwaukee, WI

Full time

job requisition id JR0000039464

Job Description:

Retail Space Solutions LLC

As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.

The Staff Accountant is primarily responsible for accounts payable (all brands), billing & collections (RSS brand), as well as limited financial reporting, analysis, and compliance duties. With direction from the Accounting Manager, the Staff Accountant will frequently interact with customers and suppliers, as well as other members of the CZ/RSS team, requiring strong relationship building and communication skills. This position requires strong attention to detail, a drive for excellence, sense of urgency, and an ability to effectively manage multiple tasks and shifting priorities.

Essential Functions: This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

Billing & Collections

• Identify and document customer invoice submission requirements and ensure timely and accurate billing from the point of shipment. Generate credit memos and adjustments, maintaining accurate records and approval documentation in accordance with the published authority matrix.

• Review Accounts Receivable Aging for past due balances. Follow-up with customers and pursue escalations, leveraging the CZ sales team as needed, to achieve past due metric targets while minimizing working capital and collection risk.

• Using D&B reports, customer provided financial data, and credit references, set up new customers and recommend appropriate credit limits for new and existing customers, balancing what the customer will need based on expected volume with any identified credit risk concerns.

Internal Reporting, Forecasting & Financial Analysis

• Serve as "Forecast Champion" for assigned department head, creating and updating detailed forecasts in Adaptive, with timing aligned to Marmon forecast and budget timelines as communicated by the VPFinance/IT.

• Complete financial analysis projects as requested by Accounting Manager, VP-Finance/IT or President. Examples of analyses include but are not limited to pricing compliance and customer deductions.

• Serve as backup for generating daily "booked to go" and weekly sales reports for distribution to the organization, identifying and documenting key changes that may be useful for the users (e.g., large new orders, order timing shifts, canceled orders, etc.).

• Serve as accounting support in the completion of key Marmon internal controls such as collection and first round review of audit support requests as well as completion of the inventory count preparation for all in person physical counts.

Accounts Payable

• Reviewing and processing supplier invoices received from inventory and non-Inventory suppliers within our software. Follow-up with suppliers and leverage the Operations team as needed, to achieve cut off deadlines.

• Assisting in inventory count and quarter end preparation through reviewing Goods Received Notes and coordinating with suppliers on outstanding invoices.

Financial Reporting & General Accounting

• Complete financial closing responsibilities accurately and in compliance with process documentation and the closing schedule, in support of Marmon's requirements and deadlines, including but not limited to the following:

• Accrual Journal Entries, including preparation of supporting documentation Account Reconciliations, including timely resolution of reconciling or aged items

• Sales & Use Tax Compliance: Review "exempt" transactions in Avalara that don't have a supporting customer exemption form in CertCapture. Work with customer and accounting colleagues to obtain any missing certificates.

• Prepare & coordinate approval and processing of monthly Broker Statements. Reconcile statements to commission calculations. Notify VP-Finance/IT of any discrepancies so commission calculations can be updated.

Position Qualifications:

Competencies Required

• Strong Attention to Detail

• Strong Organizational Skills

• Communication

Skills and Abilities:

To perform this job successfully, an individual must be able work in a team setting, perform each essential duty satisfactorily displaying appropriate professional skepticism, attention to detail, and communicate with internal and external individuals with respect and professionalism. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Education/Experience - Requires education generally equivalent to an Associate's Degree, with a Bachelor's Degree in business or accounting preferred.

• Computer Skills - General Excel knowledge preferred.

• CPA Candidate

• Financial Language Skills: Ability to read, analyze, and interpret financial reports, contracts, and accounting laws and regulations. Ability to write reports and business correspondence. Ability to effectively present financial or process information to management and colleagues. Ability to effectively collaborate in a team setting displaying professionalism and respect for all individuals (internal and external).

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Work Environment:

Work is performed under a hybrid arrangement, with 3 days in office and remaining days remote. Hours of work will generally be during regular business hours (8AM-5PM) with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines and other concerns. Occasional travel may be required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All Employees:

• Follow established policies and procedures and associated documents

• Participate in quality assurance and business improvement activities, including training and improvement projects as defined by the organization

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, pand please be sure to include the title and the location of the position for which you are applying.