Join the OwnersEdge Team!

Accountant – Accounts Receivable

OwnersEdge is an ESOP holding company that strives to invest in and build sustainable companies across the Midwest. The businesses within our portfolio utilize their industry experience to drive business growth and create value for stakeholders including customers, communities and our ESOP employee owners. To support our continued growth, we have created an excellent opportunity for an individual to join the OwnersEdge team as an Accountant with a focus on Accounts Receivable.

An Introduction to OwnersEdge

Our affiliate company leadership teams are empowered to focus their leadership skills and utilize their industry knowledge to drive business growth. These leaders focus on the business while entrusting the OwnersEdge structure to manage the Finance, Human Resources, IT and the fiduciary, board and ESOP administrative responsibilities that are fundamental to ESOP ownership.

We are…
Growing – And that’s not an accident. We are a fast-paced holding company that currently has five affiliates in its portfolio ranging from $5M to $40M in annual revenue with a well-defined acquisition strategy in place to reach the ultimate goal of eight diversified businesses.  We are proud to be on the Business Journal's 2015 Fastest Growing Companies List. In addition, we were most recently recognized for the ACG Wisconsin Corporate Growth Award that for our companies sustained financial performance, strong business culture and strategic excellence.

Employee-Owners – At the heart of our success is the unique dedication of each employee. As employee
owners and being part of a 100% employee-owned company, we deliver an outstanding customer experience and believe that our value results from enriching our customers’ success. We hire the best and brightest, with great opportunities for growth and advancement.

Award Winning – It’s no secret that we like to win and have fun in the process as we are a Master Mettle Future 50 Award recipient, were named 2017 Top Business in Waukesha and were recognized as the 2014 Wisconsin ESOP of the Year.

Opportunity:  Accountant – Accounts Receivable
As an integral member of the Finance team, your main focus will be on managing incoming cash for our affiliate business’s revenues.  You will have the opportunity to assist in various department projects and contribute to the growth of the ESOP.
Check out more details below.

You are…

• A self-starter, team-minded individual
• Experienced in treasure management including accounts receivable and cash applications
• Energized by digging in to solve problems, find solutions and improve processes
• Customer-focused with a high level of communication
• Proactive and always improving with an employee-owner mindset

• Managing the receivables processes, including research and application of all receipts of payment, researching prior payment applications and receipts, and following up with past due accounts
• Utilizing software applications to automate and manage the collections process
• Updating daily cash reports
• Maintaining digital files and electronic files for cash receipts and accounts receivable
• Matching open bills and unapplied credits
• Advising accounts receivable write-offs and necessary cash receipt application adjustments
• Providing exceptional and proactive customer service to internal and external clients
• Completing any forms submitted by client to be completed regarding receiving payment
• Preparing bi-weekly AR reports to review with Affiliate Controllers and CFO. This report includes aging and explanations of past due accounts
• Communicating and working with sales and project management to assist with specific collection issues
• Track and update sales tax rate changes for covered jurisdictions
• Preparing various monthly account reconciliations and KPI reports including dashboards
• Performing other duties as assigned

• An Associate or Bachelor’s Degree in accounting
• Minimum of 5 years of related accounting experience; emphasis in all areas of receivables management including collections
• Experience with payment processing and cash application
• Strong analytical and problem-solving skills, with a close attention to accuracy and detail
• Excellent customer care skills and ability to represent the company/brand effectively
• Effective written and verbal communication skills
• Microsoft Dynamics or ERP experience preferred
• Microsoft Excel experience at an intermediate level