Fixed Income Sales Salary Jobs in Appleton, WI (NOW HIRING)

Position Title: Controller

Department: Finance & Accounting

Reports To: Chief Financial Officer (or CEO)

Direct Reports: Accounting staff, AP/AR clerks, staff accountants

FLSA Status: Exempt / Salaried

Employment Type: Full-Time

Position Summary

The Controller is responsible for the overall management of the company’s accounting operations, financial reporting, and internal controls. This role oversees the day-to-day functions of the accounting department—including general ledger, accounts payable, accounts receivable, payroll, and month-end close—while ensuring the accuracy, integrity, and timeliness of all financial information. The Controller partners with leadership to deliver reliable reporting, support strategic decision-making, and maintain compliance with applicable accounting standards and regulations.

Key Responsibilities

Accounting Operations & Close

• Manage all general ledger activity and ensure the accuracy of the chart of accounts.
• Oversee accounts payable, accounts receivable, payroll, and fixed-asset accounting.
• Lead the monthly, quarterly, and annual close process and ensure timely, accurate completion.
• Review and approve journal entries, account reconciliations, and accruals.

Financial Reporting

• Prepare and deliver accurate, timely financial statements in accordance with GAAP.
• Produce management reports, variance analyses, and supporting schedules for leadership.
• Consolidate results across multiple entities or business units as applicable.
• Provide insight and commentary on financial performance and trends.

Internal Controls & Compliance

• Establish, document, and maintain internal controls to safeguard company assets.
• Ensure compliance with federal, state, and local financial regulations and tax requirements.
• Coordinate with external auditors and manage the annual audit process.
• Support filings for income, sales/use, and other applicable taxes.

Budgeting, Forecasting & Cash

• Assist in the development of the annual budget and periodic forecasts.
• Monitor cash flow, working capital, and banking relationships.
• Track performance against budget and report material variances.

Leadership & Process Improvement

• Supervise, mentor, and develop accounting staff; set goals and review performance.
• Drive continuous improvement in accounting systems, processes, and reporting.
• Evaluate and help implement accounting software and automation tools.
• Document accounting policies and procedures.

Qualifications :

Required

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5+ years of progressive accounting experience, including supervisory responsibility.
• Strong working knowledge of GAAP and financial reporting.
• Proficiency with accounting/ERP systems and advanced Excel skills.
• Demonstrated experience managing month-end close and financial statement preparation.
• Strong analytical, organizational, and communication skills.

Preferred

• CPA or CMA designation.
• Experience in a multi-entity or multi-industry environment.
• Familiarity with ERP implementation or systems migration.
• Public accounting background.

Core Competencies

• High integrity and discretion with confidential information.
• Detail-oriented with a strong commitment to accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Effective leadership and team development skills.
• Sound business judgment and a problem-solving mindset.

Work Environment

Primarily office-based with standard business hours. Additional hours may be required during close periods, audits, budgeting cycles, and year-end. Occasional travel may be required depending on company structure and locations.

This job description is intended to convey the general nature and scope of the role and is not an exhaustive list of all responsibilities, duties, or skills required. It may be revised at the company’s discretion.

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