Chief Financial Officer

Position Overview

Chief Financial Officer at Raymond Storage Concepts, Inc. The CFO 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.

Responsibilities

• Financial Performance Monitoring and Improvement
- 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.

• Risk Mitigation
- 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.

• Financial Oversight
- 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.

• Banking and Financial Relationships
- 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.

• Forecasting and Budgeting
- 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.

• Accounts Receivable and Inventory Management
- Oversight of Accounts Receivable, driving resolutions for high‑value accounts.
- Collaborate with accounting and sales teams to monitor and enhance truck inventory levels.
- Oversight of general company inventory levels for other equipment.

• Internal Communication and Leadership Support
- 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.

Qualifications

• 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.

• Industry knowledge preferred.

• 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 such as AI in finance or advanced automation tools.

Benefits

• Competitive benefit package including medical, dental, vision, life & disability.

• Company‑paid short‑term disability insurance.

• 401(k) retirement plan with company match.

• Employee Discount Program.

• Volunteer Time Off.

• Paid Time Off.

• Referral Bonus.

• Fun, competitive & team‑oriented company culture.

Additional Information

• Seniority Level: Executive

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Employment Type:

Full‑time

• Job Function:
Finance and Sales

• Industry: Transportation, Logistics, Supply Chain and Storage

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