Controller/Customer service

Job Title: Accounting Specialist

Job Type: Direct hire 

Location: Waukesha, WI (Fully Onsite) 
Shift: M-F, 8:00am-4;30pm
Pay: $60,000k+ (Dependent on experience) 

Essential Job Duties & Responsibilities:

• Manage day-to-day accounting operations including accounts payable/receivable, invoicing, collections, and reconciliations using QuickBooks and Microsoft Dynamics 365

• Maintain accurate financial records and ensure compliance with internal financial and reporting standards

• Prepare monthly, quarterly, and year-end financial reports

• Monitor cash flow and assist with budgeting and forecasting activities

• Serve as a secondary point of contact for customer service inquiries and support

• Process customer orders from entry through fulfillment, ensuring accuracy and timeliness

• Handle customer concerns professionally and escalate when necessary

• Maintain accurate records within CRM/ERP systems (Microsoft Dynamics 365)

• Assist with inventory tracking and coordination with supply chain partners

• Support pricing accuracy and adherence to company policies

• Help enforce internal processes related to order approvals, payment terms, and documentation

• Provide backup support for customer service functions as needed in a small team environment

Qualifications & Requirements:

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field

• 2+ years of experience in accounting, finance, or controller-level responsibilities

• Experience with customer service, order management, or inside sales support

• Strong proficiency in QuickBooks and Microsoft Office (Excel, Word, Outlook)

• Experience with CRM/ERP systems (Microsoft Dynamics 365 preferred)

• Excellent organizational, multitasking, and time management skills

• Strong attention to detail and accuracy

• Ability to work independently in a fast-paced environment

• Strong verbal and written communication skills

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.