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3 results for Assistant Trust Officer in Milwaukee, WI

Assistant Controller

Menomonee Falls, WI
onsite
Permanent / Full Time
105000 - 120000 USD / Yearly
We are looking for an experienced Assistant Controller to join our team in Menomonee Falls, Wisconsin. In this role, you will oversee key financial processes, ensure compliance with tax regulations, and support various aspects of financial reporting and analysis. This position offers an exciting opportunity to collaborate with internal teams and external stakeholders to drive organizational success. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Oversee the month-end close process and prepare accurate financial statements.• Manage project invoicing, support margin reviews, and assist project managers in evaluating budgets.• Coordinate with external firms to ensure timely preparation and filing of tax returns, including Canadian filings.• Serve as the sales and use tax administrator, managing exemptions and reconciling tax filings across multiple states.• Maintain and update fixed asset records and depreciation schedules.• Facilitate both internal control audits and external annual audit procedures.• Provide monthly financial reporting to local management and international corporate stakeholders, and participate in performance reviews.• Administer cash and bank activities, including corporate credit card spend, cash flow analysis, and bank reconciliations.• Delegate tasks to accounts receivable and payable coordinators, offering training and backup support as needed.• Foster effective communication across teams to ensure financial procedures are up-to-date and well-integrated.
2026-03-27T00:00:00Z

Assistant Controller

Sheboygan Falls, WI
onsite
Permanent / Full Time
100000 - 127000 USD / Yearly
We are looking for an experienced Assistant Controller to join our team in Sheboygan Falls, Wisconsin. In this role, you will work closely with plant leadership to drive financial excellence, identify opportunities for improvement, and provide insightful analysis in a dynamic manufacturing environment. Your expertise in cost accounting and ability to communicate financial data effectively will be critical in supporting decision-making and fostering operational success across multiple facilities. Responsibilities: • Build strong relationships with plant leadership, team leaders, and production members to align financial goals with operational objectives. • Translate financial data into actionable insights by explaining trends, drivers, and opportunities for improvement, while recommending next steps. • Develop and maintain clear, user-friendly dashboards and reports that effectively communicate financial performance. • Support the Multi-Site Plant Controller in standardizing reporting and processes across the campus plants to ensure alignment with company-wide practices. • Lead month-end close activities for plant operations, ensuring accurate and timely deliverables. • Manage forecasting and annual budgeting processes, ensuring consistency and efficiency across all campus plants. • Oversee cost savings initiatives, ensuring they meet current and future expectations. • Collaborate with leadership to evaluate new business opportunities, capital projects, and continuous improvement initiatives, providing financial insights and recommendations. • Identify and implement best practices in financial management and inventory control across the network. • Provide informal leadership and financial coaching to operational teams to enhance their understanding and use of financial data.
2026-04-06T00:00:00Z

Assistant Controller

Waukesha, WI
onsite
Temporary / Contract
51.4615 - 59.587 USD / Hourly
We are looking for an experienced Assistant Controller to provide hands-on accounting leadership for a Contract position based in Waukesha, Wisconsin. This interim opportunity will support core financial operations, ensure reporting remains accurate and timely, and help the team stay prepared during a critical audit period. The ideal candidate brings strong technical accounting knowledge, a practical approach to daily execution, and deep familiarity with Microsoft Dynamics 365 Business Central. Responsibilities:• Lead audit readiness efforts by organizing documentation, coordinating schedules, and responding to requests during the audit cycle.• Manage accounting activities related to commissions, tax entries, retirement plan postings, payroll journals, and related accruals.• Produce weekly and monthly financial reports that provide clear visibility into business performance and account activity.• Complete balance sheet reconciliations and investigate discrepancies to maintain accuracy across the general ledger.• Support accounts payable operations by assisting with invoice processing, payment execution, and sales tax-related tasks.• Handle banking support activities, including monitoring transactions and resolving exceptions in a timely manner.• Provide day-to-day accounting support across the department to help maintain continuity during the interim engagement.• Assist with accounting process needs tied to operational changes or system-related workflows when required.
2026-04-23T00:00:00Z