Controller/Customer Service Rep

SITE Staffing Inc.

Waukesha, WI

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JOB DETAILS

SALARY

SKILLS

Accounting, Accounts Payable, Accounts Receivable, Billing, Budgeting, Business Administration, Business Operations, Cash Flow, Communication Skills, Corporate Policies, Credit and Collections, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Service Management, Customer Support/Service, Detail Oriented, Distribution Services, Documentation, ERP (Enterprise Resource Planning), Expense Tracking, Finance, Financial Control, Financial Management, Financial Policies, Financial Reporting, Forecasting, Inside Sales, International Business, Intuit Quickbooks, Logistics, Maintain Compliance, Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Office, Multitasking, Operational Support, Order Delivery, Order Management, Order Processing, Order/Customer Fulfillment, Organizational Skills, Pricing, Problem Solving Skills, Process Improvement, Reconciliation, Record Keeping, Resolve Customer Issues, Sales Support, Supply Chain, Warehousing

LOCATION

Waukesha, WI

POSTED

1 day ago

1st shift schedule

Salary: $60,000

Position Summary

Our client is seeking a highly organized and detail-oriented Controller & Customer Operations Specialist to support our growing U.S. operations.

This hybrid role blends financial oversight and accounting discipline with customer-facing order management and service coordination. The ideal candidate is equally comfortable managing financial controls and serving as a key point of contact for customers, ensuring a seamless experience from order placement through delivery and after-sales support.

This position plays a critical role in maintaining compliance with financial policies while delivering a high standard of service and operational excellence.

Key Responsibilities

Financial & Controller Functions

Manage day-to-day accounting operations using QuickBooks and 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 and forecasting activities
Coordinate with external accountants and headquarters in Germany
Oversee credit terms and ensure compliance with company payment policies (e.g., Net 30 / Net 45)

Customer Service & Order Management

Serve as a key point of contact for customer inquiries and support
Process customer orders from entry through fulfillment
Coordinate cross-functionally with:
Internal sales team
Service department
Warehouse and logistics partners
Headquarters in Germany
Communicate order status, delivery timelines, and backorders
Support service scheduling and follow up on maintenance requests
Resolve customer issues professionally, escalating when necessary
Maintain accurate and up-to-date records in Microsoft Dynamics 365

Operational Support

Assist with inventory tracking and coordination across the global supply chain
Ensure pricing accuracy and alignment with company policies
Support and enforce internal processes related to:
Order approvals
Payment terms
Documentation and compliance
Identify and contribute to process improvements across finance and customer experience

Qualifications

Bachelor’s degree in Accounting, Finance, Business Administration, or related field
3–7+ years of experience in accounting, finance, or controller-level responsibilities
Experience in customer service, order management, or inside sales support
Strong proficiency in QuickBooks and Microsoft Office
Experience with CRM/ERP systems (preferably Microsoft Dynamics 365)
Excellent communication, organizational, and problem-solving skills
High attention to detail with the ability to manage multiple priorities
Self-motivated and able to work independently in a fast-paced environment

Preferred Experience

Experience in manufacturing, distribution, or industrial equipment industries
Familiarity with international business operations and coordination with global headquarters
Understanding of credit management, payment terms, and collections processes

What We Offer

Competitive salary based on experience
Health, dental, and vision insurance
Simple IRA with company contribution
Paid time off and company holidays
Opportunity to grow within a global organization

Controller/Customer Service Rep

SITE Staffing Inc.

Waukesha, WI

About the Company

SITE Staffing Inc.

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