What are the responsibilities and job description for the Staff Accountant - Waukesha, WI position at Pivotal Solutions?
Staff Accountant
This role combines financial oversight and accounting discipline with customer-facing order management and service coordination. The ideal candidate will be comfortable managing financial controls while also serving as a key point of contact for customers, ensuring a seamless experience from order placement through delivery and after-sales support.
Key Responsibilities
Financial & Controller Functions
- Manage day-to-day accounting operations using QuickBooks & Microsoft Dynamics 365 CRM/ERP
- Maintain accurate financial records, including:
- Accounts receivable and payable
- Invoicing and collections
- Expense tracking and reconciliation
- Ensure adherence to Lifco financial controls and reporting standards
- Prepare monthly, quarterly, and year-end financial reports
- Monitor cash flow and support budgeting/forecasting activities
- Coordinate with external accountants at Headquarters in Germany as needed
- Oversee credit terms and ensure compliance with company payment policies (e.g., Net 30/Net 45)
Customer Service & Order Management
- Serve as a secondary point of contact for customer inquiries
- Process customer orders from entry through fulfillment
- Coordinate with:
- Internal sales team
- Service department
- Warehouse/logistics partners
- Headquarters in Germany
- Provide updates on order status, delivery timelines, and backorders
- Support service scheduling and follow-up on maintenance requests
- Handle customer issues professionally and escalate when necessary
- Maintain accurate records in CRM/ERP systems (Microsoft Dynamics 365)
Operational Support
- Assist in inventory tracking and coordination with global supply chain
- Support pricing accuracy and alignment with company policies
- Help enforce internal processes related to:
- Order approvals
- Payment terms
- Documentation
- Contribute to process improvements across finance and customer experience
Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field
- 1-5 years of experience in accounting, finance
- Strong proficiency in QuickBooks and Microsoft Office
- Experience with CRM systems (preferably Microsoft Dynamics 365) is a plus
- Excellent communication and organizational skills
- High attention to detail and ability to manage multiple priorities
- Ability to work independently in a fast-paced environment