Controller/Customer Service Rep

Job Description

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