Staff Accountant – Accounts Receivable

Job Description

Staff Accountant | CCB Technology

The Tone:
This is a full-time Staff Accountant role at CCB Technology, offering a hybrid work arrangement in the Greater Milwaukee area. This position is central to maintaining the accuracy and integrity of the company’s financial records. The Staff Accountant plays a key part in supporting core accounting operations, ensuring compliance and providing reliable financial data for reporting and decision-making. This role suits someone who values consistency, adheres to established procedures, and takes pride in producing precise financial work and thorough documentation.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid Greater Milwaukee

• Mission: Owns the accuracy and consistency of financial records, focusing on accounts receivable, reconciliations, and compliance to support core accounting operations.
• Tech Stack: Microsoft Office, Excel, Sage Intacct or other ERP system

What You’ll Actually Do
• Cash Receipts: Process and verify daily customer cash receipts, ACH activity, and related transactions across reporting systems and bank records.
• Accounts Receivable Management: Manage all key accounts receivable activities, including past-due follow-up, customer correspondence, account statements, credit holds, refunds, write-offs, and coordination with collection partners.
• Account Reconciliation: Prepare and reconcile credit card activity, cash flow reporting, income statement accounts, and balance sheet accounts.
• Tax and Compliance Support: Support sales tax setup and filings in additional states, and maintain current tax-exempt certificate documentation.
• Financial Reporting Assistance: Assist with monthly, quarterly, and annual forecasts, budgets, consolidated financial statement preparation, and external audit preparation.

The Must-Haves
• Background: Bachelor’s degree in accounting. Entry-level career with a strong focus on accounts receivable, reconciliations, reporting, and compliance.
• Experience: 0-5 years of experience in accounting, accounts receivable, or a related finance function. Experience with accounting systems, reporting tools, and spreadsheet-based analysis.
• Skills: Strong attention to detail and commitment to producing accurate, reliable work. Ability to follow established processes, maintain documentation, and work within accounting and compliance requirements. Clear written communication for customer correspondence, reporting, and internal updates. Working knowledge of financial statements, reconciliations, and general accounting practices. Proficiency in Microsoft Excel.
• Bonus: Familiarity with audit support, internal controls, and sales tax processes is helpful.