Staff Accountant - Waukesha, WI

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 ResponsibilitiesFinancial & Controller FunctionsManage day-to-day accounting operations using QuickBooks & Microsoft Dynamics 365 CRM/ERPMaintain 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 ManagementServe 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 SupportAssist 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 QualificationsBachelor’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