Controller

About OwnersEdge:

OwnersEdge is an award-winning 100% employee-owned holding company that strives to invest in and build sustainable companies throughout the Midwest. The businesses within our portfolio currently are CC&N, BAYCOM, Implecho, QComp Technologies and Asche & Spencer. Our companies utilize their industry expertise to drive business growth and create value for our stakeholders including customers, communities, and our ESOP employee owners.

Position Description:

The Controller plays a key role in the month-end close process, financial reporting, and cash flow management for the holding company and A&S. This individual will ensure the accuracy, timeliness, and integrity of financial data while supporting management with actionable financial insights and process improvements. The role offers an opportunity to contribute to a growing, employee-owned organization through financial stewardship, operational analysis, and continuous improvement initiatives.

Essential Duties and Responsibilities:

Month-End Close & General Accounting

• Complete monthly close processes including accruals, prepaid expenses, fixed assets, and necessary journal entries.
• Reconcile general ledger accounts and maintain supporting documentation.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Lead monthly intercompany reporting and reconciliations.
• Facilitate preparation and filing of 1099 forms and personal property tax returns.

Financial Reporting & Analysis

• Prepare monthly individual and consolidated financial statements using Management Reporter, with a transition plan to Power BI.
• Take ownership of all reporting processes to ensure accuracy and timeliness.
• Develop and maintain financial dashboards and key performance indicator (KPI) reports for management.
• Support strategic decision-making through financial analysis, including comparative monthly financial statements and trend reviews.
• Assist with annual budget preparation for the holding company and A&S.
• Participate in the year-end financial audit and tax preparation processes.

Cash Management & Forecasting

• Perform weekly cash reconciliations and monitor cash flow performance.
• Prepare and maintain a rolling 12-week cash flow forecast and identify opportunities to improve working capital efficiency.
• Manage cash applications for A&S, lead the collections process and related reporting.

Process Improvement & Strategic Support

• Drive process improvement initiatives through automation, documentation, and enhanced reporting.
• Actively contributes to cost management and efficiency initiatives across the organization.
• Complete other special projects and responsibilities as assigned by the OE Financial Leader.

Education/Skills/Experience

Required:

•       Bachelor’s degree in Accounting, Finance, or a related field preferred.

•       3–7 years of progressive experience in accounting or financial analysis.

•       Strong understanding of GAAP and financial statement preparation.

•       Advanced Excel skills; experience with Power BI or similar reporting tools a plus.

•       Familiarity with multiple ERP systems and management reporting software, including Quickbooks online and MS Great Plains.

•       Excellent analytical, problem-solving, and organizational skills.

•       Strong communication skills and ability to work collaboratively across multiple operating companies.

•       Experience working in a fast-paced, deadline-driven environment with a focus on financial accuracy and customer service.

•       Demonstrated teamwork skills and ability to collaborate across functional and technical teams to identify and execute action items.

•       Self-motivated with a continuous improvement mindset.

Key Attributes

•       Accuracy & Accountability: Ensures financial data integrity and reliability.

•       Analytical Thinking: Translates data into insights that drive action.

•       Continuous Improvement: Seeks efficiency through automation and streamlined processes.

•       Ownership Mindset: Takes initiative and delivers on commitments.

• •       Team Collaboration: Works effectively across departments and entities.