Financial Controller - Waukesha, WI

Cobalt Service Partners

Waukesha, WI

Who this role is best for

A natural match if you have construction or field service accounting experience and hands-on ERP system expertise. This role emphasizes process improvement and financial oversight in a B2B field services environment.

Best fit for

Candidates with construction or field service accounting experience and a track record in process improvement
— “experience in construction or field service environments”
Professionals with 7+ years in general ledger accounting and a focus on financial systems
— “7+ years in general ledger accounting”
Individuals with CPA, CMA, or CGMA credentials or strong interest in obtaining them
— “Bachelor’s degree in Accounting or Finance; CPA, CMA, or CGMA preferred”

Things to consider

The role requires a deep understanding of GAAP and % of completion accounting
— “Robust knowledge of % of completion accounting, inventory/WIP management, lease accounting, and GAAP entries”
Strong communication skills are essential for explaining financial concepts to non-finance staff
— “the ability to communicate financial concepts to non-finance employees”

How to stand out

Highlight experience with ERP systems like ServiceTitan or Sage Intacct in your resume and interviews
— “Hands-on experience with ERP systems such as Sage Intacct, NetSuite, SAP, or similar platforms”
Emphasize your background in B2B field services and process improvement achievements
— “track record in enhancing financial processes, particularly in B2B field services”
Demonstrate your ability to manage financial reporting and internal controls in a hands-on manner
— “oversee day-to-day accounting operations and ensure accurate financial reporting in accordance with GAAP”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Accurate financial reporting
Effective cash management
Strong internal controls
Support for process improvements

Typical background

7+ years in general ledger accountingCPA, CMA, or CGMA

Skills & requirements

Required

GAAPERP SystemsFinancial ReportingCash ManagementBudgetingForecastingInternal ControlsTax Filings

Preferred

ServicetitanProcoreSage IntacctNetsuiteSAP

Stack & domain

ERP SystemsServicetitanProcoreSageGAAPBudgetingForecastingFinancial ReportingCash ManagementInternal ControlsTax FilingsAR And AP OperationsJob CostingProject-level Financial TrackingCommunicationLeadershipTeamworkProblem-solvingAttention To DetailStrategic ThinkingCPACMACGMAFinanceAccountingConstructionField Service

About the role

Original posting from Cobalt Service Partners via Greenhouse

Job Title: Financial Controller
Location: Waukesha, WI
Company Overview:
Automatic Entrances of Wisconsin is a nationally recognized, award-winning distributor specializing in the installation and service of automatic door equipment. We are dedicated to delivering outstanding service and products while providing excellent career growth opportunities for driven individuals, both in the field and in the office!
Who We Are Looking For:
We are seeking a hands-on Financial Controller to oversee day-to-day accounting operations and ensure accurate financial reporting in accordance with GAAP.
The ideal candidate will have experience in construction or field service environments, strong knowledge of ERP systems, and familiarity with platforms such as ServiceTitan, Procore, or similar service management systems. This individual will support process improvements, maintain strong internal controls, and partner with leadership to provide clear financial insights that support business operations and growth.
Key Responsibilities:
Manage the monthly financial close process, ensuring GAAP-compliant monthly, quarterly, and annual financial statements and completion of key balance sheet reconciliations.
Oversee cash management and support accurate cash forecasting while monitoring working capital, billing accuracy, and cost controls.
Maintain strong internal controls and ensure compliance with tax filings, external audit requests, and day-to-day AR and AP operations.
Support budgeting, forecasting, and variance analysis in partnership with the CEO and Regional Controller, including oversight of job costing and project-level financial tracking.
Manage and maintain accounting systems such as ServiceTitan, Sage, or similar platforms, supporting payroll, billing, and financial reporting processes within a B2B field services environment.
Competencies:
Timely and accurate financial reporting.
Cash flow optimization.
Strong controls and compliance management.
Budgeting and forecasting support.
Experience:
7+ years in general ledger accounting.
Hands-on experience with ERP systems such as Sage Intacct, NetSuite, SAP, or similar platforms.
Robust knowledge of % of completion accounting, inventory/WIP management, lease accounting, and GAAP entries.
Track record in enhancing financial processes, particularly in B2B field services.
Bachelor’s degree in Accounting or Finance; CPA, CMA, or CGMA preferred.
Attributes:
High integrity and pragmatic accounting expertise.
Strong influencing skills and the ability to communicate financial concepts to non-finance employees.
Detail-oriented and operationally minded.
Data-driven approach and process and systems expertise

Source: Cobalt Service Partners careers (Greenhouse)