Chief Financial Officer

The Raymond Corporation • Blue Ash, OH

1d

About The Position

The Chief Financial Officer plays a critical role in overseeing the organization’s financial health, ensuring accurate reporting, and driving strategic improvements across departments. This position requires a hands-on approach to analyzing financial data, maintaining compliance, and collaborating with stakeholders to support both short- and long-term goals. By providing actionable insights and ensuring sound financial practices, this role directly contributes to the organization’s success and sustainability.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (required).
• Master’s degree in Accounting, Finance, or Business Administration (required).
• 15+ years of progressive business experience with demonstrated leadership, financial acumen, and strategic decision-making capabilities.
• Demonstrated track record of identifying inefficiencies, driving process standardization, and fostering a culture of continuous improvement within finance & accounting teams and cross-functional departments.
• Expertise in analyzing complex financial data and providing actionable insights.
• Exceptional ability to communicate financial information to diverse stakeholders, including board members, investors, and executives.
• Strong negotiation skills for contracts, financing, and partnerships.
• Proficiency in ERP systems, financial software, and data analytics tools.
• Ability to drive strategic financial decisions, manage risk, and align financial goals with organizational objectives.
• Familiarity with emerging technologies like AI in finance or advanced automation tools.

Nice To Haves

• Industry knowledge preferred.

Responsibilities

• Analyze financial performance to identify trends, areas for improvement, and strategic opportunities.
• Collaborate with the accounting team to establish and track annual and quarterly goals, ensuring prioritized focus areas are addressed.
• Monitor general financial conditions to proactively identify and mitigate potential risks.
• Conduct contract reviews to assess terms and mitigate risks.
• Ensure compliance with J-SOX compliance.
• Oversee annual insurance data compilation and evaluate coverage levels and rates.
• Review financial statements monthly to ensure technical accuracy, address issues, and highlight areas for improvement.
• Deliver detailed commentary on monthly financial performance to internal stakeholders and external entities such as banks and auditors.
• Prepare and submit quarterly lease reports, ensuring compliance and accurate documentation.
• Review and monitor building leases for rate changes, renewals, and impacts on financial reporting.
• Provide high-level payroll and commission reviews.
• Maintain relationships with Raymond Finance and local banks to ensure sufficient borrowing capacity for daily operations and project financing.
• Manage relationships with financial auditors and tax consultants, ensuring regulatory compliance and optimized tax strategies.
• Develop and present a rolling three-month revenue and profit forecast.
• Coordinate multiple budget iterations throughout the year with departments, accounting, and executive teams, providing detailed commentary.
• Cash flow forecasting and related bank financing.
• Oversight of Accounts Receivable, driving resolutions for high-dollar accounts.
• Collaborate with accounting and sales teams to monitor and enhance truck inventory levels.
• Oversight of general company inventory levels for other equipment.
• Partner with various departments to understand performance metrics, provide actionable insights, and drive improvements.
• Share financial updates and insights in P27 meetings, leadership development sessions, and other organizational meetings.
• Offer guidance to the accounting team and other departments on complex transactions and financial decisions.
• Drive continuous improvement efforts in the finance and accounting teams.
• Perform other duties as assigned by the President.

Benefits

• Competitive benefit package including medical, dental, vision, life & disability
• Company paid short-term disability insurance
• 401k retirement plan with company match
• Employee Discount Program
• Volunteer Time Off
• Paid Time Off
• Referral Bonus
• Fun, competitive & team-oriented company culture

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 251-500 employees