Senior Accountant

Owners Edge is an award-winning 100% employee-owned holding company that strives to invest in and build sustainable companies throughout the Midwest. The businesses within our portfolio include CC&N, BAYCOM, Implecho, QComp Technologies and Asche & Spencer. Our companies utilize their industry expertise to drive business growth and create value for our stakeholders including customers, communities, and our ESOP employee owners.

Position Description

The Controller plays a key role in the month-end close process, financial reporting, and cash flow management for the holding company and Asche & Spencer (A&S). This individual will ensure the accuracy, timeliness, and integrity of financial data while supporting management with actionable financial insights and process improvements. The role offers an opportunity to contribute to a growing, employee-owned organization through financial stewardship, operational analysis, and continuous improvement initiatives.

Essential Duties and Responsibilities

Month-End Close & General Accounting

• Complete monthly close processes including accruals, prepaid expenses, fixed assets, and necessary journal entries.
• Reconcile general ledger accounts and maintain supporting documentation.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Lead monthly intercompany reporting and reconciliations.
• Facilitate preparation and filing of 1099 forms and personal property tax returns.
• Prepare monthly individual and consolidated financial statements using Management Reporter, with a transition plan to Power BI.
• Take ownership of all reporting processes to ensure accuracy and timeliness.
• Develop and maintain financial dashboards and key performance indicator (KPI) reports for management.
• Support strategic decision-making through financial analysis, including comparative monthly financial statements and trend reviews.
• Assist with annual budget preparation for the holding company and A&S.
• Participate in the year-end financial audit and tax preparation processes.

Cash Management & Forecasting

• Perform weekly cash reconciliations and monitor cash flow performance.
• Prepare and maintain a rolling 12-week cash flow forecast and identify opportunities to improve working capital efficiency.
• Manage cash applications for A&S, lead the collections process and related reporting.

Process Improvement & Strategic Support

• Drive process improvement initiatives through automation, documentation, and enhanced reporting.
• Actively contribute to cost management and efficiency initiatives across the organization.
• Complete other special projects and responsibilities as assigned by the OE Financial Leader.

Education/Skills/Experience

Required:

• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• 3–7 years of progressive experience in accounting or financial analysis.
• Strong understanding of GAAP and financial statement preparation.
• Advanced Excel skills; experience with Power BI or similar reporting tools a plus.
• Familiarity with multiple ERP systems and management reporting software, including Quick Books Online and MS Great Plains.
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication skills and ability to work collaboratively across multiple operating companies.
• Experience working in a fast-paced, deadline-driven environment with a focus on financial accuracy and customer service.
• Demonstrated teamwork skills and ability to collaborate across functional and technical teams to identify and execute action items.
• Self-motivated with a continuous improvement mindset.

Key Attributes

• Accuracy & Accountability: Ensures financial data integrity and reliability.
• Analytical Thinking: Translates data into insights that drive action.
• Continuous Improvement: Seeks efficiency through automation and streamlined processes.
• Ownership Mindset: Takes initiative and delivers on commitments.
• Team
  
  Collaboration:
  
  Works effectively across departments and entities.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance
• Industries:
  Venture Capital and Private Equity Principals

Referral information and location updates are part of the posting but do not modify responsibilities or qualifications. Apply BELOW