Position Summary
| Reports to | Controller |
|---|---|
| Location | Broken Arrow, Oklahoma |
| Position Type | Regular full-time |
| EEO/FLSA | Professional / Exempt |
| Direct Reports | None |
| Travel Req. | Occasional local, interstate, and international travel may be required |
| Work Conditions | Professional offices attached to distribution and fabrication facilities |
| Company Profile | Stock and custom commercial and industrial hydronic tank manufacturing with distribution of valves and other related components |
Company Summary
Managed through the Riverbend Industries portfolio, American Wheatley is a leading manufacturer of ASME-certified stock and custom hydronic tanks and a distributor of related values and other HVAC components used across a wide array of industrial applications across the United States. American Wheatley leverages more than forty years of experience, a robust assortment of specialty HVAC hydronic systems and technology, and a commitment to speedy, quality work to ensure clients receive the right product for their jobs.
Riverbend Industries (RBI) is a private family-owned portfolio holding company headquartered in Chicago, Illinois. The portfolio is primarily comprised of several small, independently operated, previously family-run businesses in the light manufacturing and distribution sectors. The portfolio is a long-term holder of its investments/assets and plans to grow both organically and through acquisitions into the foreseeable future.
Summary
The Staff Accountant will perform a variety of accounting tasks including daily transactions, financial reporting tasks, data analysis, inventory-related projects, and tasks related to the implementation of a new ERP system. Reporting to the Controller, the Staff Accountant will assist in every area of finance within the company.
Primary Responsibilities
- Leads by example with a Safety First mindset in every task
- Scrutinizes the details of transactions to ensure accuracy
- Assists with analyzing the costs related to manufacturing on a per job and overall basis
- Prepares customer invoices daily after verifying the accuracy of all data related to the transaction including serial numbers, freight tracking and charges
- Communicates with customers regarding open invoices and aged receivables
- Coordinates the proper accounting for drop shipments
- Confirms all material receipts with QA and enters quantities into ERP
- Matches vendor invoices to receiving documents and enters into ERP
- Conducts weekly AP check runs
- Enters customer payments from the bank lockbox reports
- Leads data migration from current ERP to new NetSuite system. This includes downloading data, manipulating data in excel, and then verifying data after upload to new system
- Collaborates with other departments and leadership to identify and address ERP transition issues
- Follows GAAP in preparing workpapers and calculations for the monthly financial statements
- Assists in the preparation of the 5 Year Strategic Plan and Budget
- Assists in the preparation of the monthly forecast
- Prepares schedules and other analysis of manufacturing costs
- Collaborates with the team on various projects and operations within the company
- Assists with inventory management including reconciling cycle counts and annual physical counts
- Resolves discrepancies uncovered in analyzing transactions
- Desires to own the assigned tasks with a future goal of training others and advancing within the organization
- Demonstrates the highest caliber of integrity at all times
- Other duties as assigned.
Education, Experience & Qualifications
Minimum
- Bachelor’s degree in Accounting or related field
- Strong Excel knowledge including pivot tables, lookups, etc.
Preferred
- Experience with NetSuite is a plus
- Experience with AP and AR a plus
- Experience with ERP systems a plus
- Exposure to manufacturing a plus
Skills & Characteristics
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Excellent time management skills with a proven ability to meet deadlines
- Strong analytical and problem-solving skills
- Ability to prioritize tasks
- Demonstrated proficiency with Excel.
- Ability to exercise tact, courtesy, and ethics when dealing with vendors, co-workers, and customers
- Excellent representative of the company and its Core Values
Physical Requirements
- Ability to remain seated for extended periods
- Ability to stand, walk, kneel, squat, climb, and navigate in closed manufacturing spaces on occasion
- Ability to safely lift and move objects up to twenty-five (25) lbs. over short distances