Staff Accountant

Position Summary

Reports toController
LocationBroken Arrow, Oklahoma
Position TypeRegular full-time
EEO/FLSAProfessional / Exempt
Direct ReportsNone
Travel Req.Occasional local, interstate, and international travel may be required
Work ConditionsProfessional offices attached to distribution and fabrication facilities
Company ProfileStock 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.


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


  • Bachelor’s degree in Accounting or related field
  • Strong Excel knowledge including pivot tables, lookups, etc.


  • 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
Job Category: Office
Job Type: Full Time
Job Location: Broken Arrow OK

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