Executive Document Controller Jobs in Wisconsin (NOW HIRING)

Controller - Roman Home Services

Roman Home Services is seeking an experienced Controller to lead the day-to-day accounting and financial operations of our growing residential electrical, plumbing, and HVAC business.

This is a hands-on role for an accounting professional who can maintain strong financial controls, improve reporting, and translate financial results into practical business insights. The Controller will work closely with the Chief Financial Officer, Executive Vice President, and department leaders to support budgeting, forecasting, operational performance, and long-term growth.

What You’ll DoAccounting and Financial Reporting

• Lead the day-to-day accounting and finance functions for Roman Home Services.
• Manage accounting activities related to the general ledger, accounts receivable, collections, accounts payable, payroll reporting, and month-end close.
• Prepare, review, and analyze monthly financial statements, account reconciliations, supporting schedules, and management reports.
• Ensure financial transactions are accurately recorded in accordance with company policies and Generally Accepted Accounting Principles.
• Maintain effective internal controls over approvals, documentation, cash management, reporting, and financial processes.
• Identify accounting discrepancies, reporting concerns, and opportunities to improve accuracy and efficiency.

Budgeting, Forecasting, and Financial Analysis

• Partner with the CFO and Executive Vice President on annual budgeting, forecasting, and financial planning.
• Analyze revenue, expenses, gross margin, labor costs, overhead, vendor costs, and departmental performance.
• Provide financial analysis to support pricing, staffing, incentive programs, service-line performance, and business growth decisions.
• Support capital expenditure review, tracking, and reporting.
• Oversee inventory accounting, controls, reconciliation, tracking, and valuation.
• Develop reports that help leadership understand financial performance, emerging trends, and potential risks.

Accounts Payable, Receivable, and Collections

• Oversee accounts payable processes, including invoice review, coding, approval routing, payment processing, and supporting documentation.
• Help ensure vendor payments are accurate, timely, and aligned with company cash-flow priorities.
• Review accounts payable activity for duplicate charges, missing approvals, unusual costs, and process improvement opportunities.
• Oversee accounts receivable and collection activities to support timely customer payments and accurate account balances.
• Provide workflow direction, training, and support to employees responsible for accounting and administrative finance functions.

Operational and KPI Reporting

• Partner with company leadership to develop practical financial and operational reporting.
• Track and report key performance indicators, including:
  • Service agreement and membership activity
  • Departmental performance
  • Labor productivity
  • Closing and conversion rates
  • Gross margin
  • Average ticket
  • Booked and completed calls
  • Revenue
• Collect and analyze data from ServiceTitan, accounting software, payroll systems, and other company reporting platforms.
• Help department managers understand how operating decisions affect revenue, margin, labor performance, and profitability.
• Present financial information clearly to both financial and non-financial leaders.

Leadership and Business Support

• Serve as a trusted accounting and finance resource for Roman Home Services leadership.
• Provide daily direction, workflow oversight, training, and performance feedback to employees supporting accounts payable, accounts receivable, administrative accounting, and reporting.
• Assist with audits, tax documentation, insurance requests, external accountant requests, and other compliance-related needs.
• Promote a culture of financial accuracy, accountability, confidentiality, teamwork, and continuous improvement.
• Perform additional accounting and financial responsibilities as assigned.

Qualifications

• Five or more years of experience in accounting, finance, controllership, senior accounting, or financial management.
• Strong knowledge of financial statements, budgeting, forecasting, reconciliations, month-end close, accounts payable, accounts receivable, collections, and internal controls.
• Experience supporting a home services, construction, skilled trades, service, or multi-department organization is preferred.
• Bachelor’s degree in accounting, finance, business, or a related field is preferred.
• CPA, CMA, or similar professional certification is preferred but not required.
• Strong Microsoft Excel skills.
• Experience with ServiceTitan, QuickBooks, Viewpoint Spectrum, or similar accounting and operational systems is preferred.
• Ability to analyze financial information and communicate findings clearly to non-financial managers.
• Strong organization, attention to detail, judgment, follow-through, and problem-solving skills.
• Ability to maintain confidentiality involving financial, payroll, employee, customer, and vendor information.
• Strong written and verbal communication skills.
• Proficiency in written and spoken English.
• Ability to successfully complete company-required background screening and drug testing, if applicable.

Key Competencies

• Financial accuracy and accountability
• Business and operational judgment
• Financial analysis and problem-solving
• Budgeting and forecasting
• Process improvement
• Clear communication
• Leadership and employee development
• Confidentiality and professionalism
• Strong follow-through
• Ability to balance detailed accounting responsibilities with broader business priorities

Work Environment

This position primarily works in a professional office and service-center environment. The workplace includes moderate activity and noise from employees, phones, computers, printers, and general business operations.

The role requires frequent computer use, sitting, speaking, listening, and use of a keyboard and mouse. Employees may alternate between sitting and standing and may occasionally lift office materials weighing up to approximately 20 pounds.

Business-casual attire is expected.

About Roman Home Services

Roman Home Services provides residential electrical, plumbing, and HVAC services to homeowners throughout southeastern Wisconsin. We are committed to delivering dependable service, supporting our employees, and building a business based on quality, accountability, and long-term customer relationships.

Join our team and help shape the financial systems, reporting, and business insights that support our continued growth.