Manager, Financial Analysis & Shared Processes

Manager, Financial Analysis & Shared Processes

Raymond Storage Concepts is a leading provider of customized material handling solutions, dedicated to warehouse and fleet optimization. Covering Ohio, Kentucky, Southeast Indiana and West Virginia, Raymond Storage Concepts is an authorized sales and service center for Raymond Corporation, a global leader in materials handling technology, expertise and support. Headquartered in Cincinnati, we service our clients through a network of regional locations, including Columbus and Louisville.

For additional information on Raymond Storage Concepts, please visit www.raymondsci.com.

Position Overview

With the guidance of the CFO, the Manager of Financial Analysis & Shared Processes is responsible for leading strategic initiatives to modernize and optimize financial processes across the enterprise. This role combines leadership in financial analysis, financial reporting, shared services, process improvement, and cross-functional collaboration to drive efficiency, compliance, and customer satisfaction.

Responsibilities include, but not limited to:

Procure to Pay Process Optimization & Cross-Functional Collaboration

• Oversee vendor payment optimization, including transitioning vendors from check to ACH payments and maximizing pay card utilization (integrated payables)
• Oversee implementation and continual optimization of vendor invoice distribution and approval system (Trin Docs)
• Establish and maintain procurement and approval process for Shared Services purchases and other non-PO purchases
• Oversee expense reporting and corporate credit card usage across departments, ensuring proper training and general ledger alignment, to maximize utilization and efficiency (Concur)
• Oversee vendor approval and onboarding to incorporate warranty, fulfillment, ongoing operational support analysis, and optimal invoice processing & payment.
• Manage accounting for building acquisition or building expansion projects
• Work with Sales Coordination group to optimize procurement and receipt of equipment, and enhance the customer experience through the transaction
• Serve as escalation point for complex payment or reconciliation issues

Financial Analysis, Budgeting and Forecasting

• Work with Shared Services teams to create and monitor business plans and budgets. Shared Services includes Marketing, Safety, Recruiting, Organizational Development/Training, IT/IS and various ad hoc committees (Fun Committee, Company Events, etc). Partner with these groups to align financial processes and plans with overall company financials and plans.
• Work with Controller and Departmental Managers/Supervisors on departmental budget preparation and analysis.
• Assist with financial reporting to ensure users have resources needed to understand and improve departmental and Shared Services performance.
• Review departmental P&L's and perform analysis at month, quarter and year end. Collaborate with departments to understand issues and identify opportunities to improve.
• Support JSOX compliance and internal controls across departments. Collaborate with departments to develop processes and procedures to mitigate risk.
• Assist with preparing and analyzing short-term and long-term forecasting.

Financial Workflow, Customer Experience & Continuous Improvement

• Lead ERP and financial systems implementations (e.g., DMS), acting as a key user and change champion.
• Develop and maintain best-in-class service models, escalation paths, and performance metrics.
• Develop training and communication strategies to ensure internal teams understand financial processes in a way that enhances the customer experience throughout our transactions.
• Consistently embraces and applies Purpose 27 behaviors.

Qualifications:

• 10+ years of progressive experience in finance, accounting, and shared services.
• Proven success in leading large cross-functional teams and large-scale transformation projects.
• Expertise in ERP systems (Oracle, SAP, Microsoft Dynamics), financial tools (Blackline, Coupa, Trin Docs, Concur), and reporting platforms (Power BI, QlikView).
• Strong project management, change management, and stakeholder engagement skills.
• Bachelor's degree in Business, Finance, or related field; advanced degree or certifications (e.g., CPA, MBA) a plus.

Success Metrics:

• Reduction in invoice processing time and payment errors
• Increased ACH adoption and vendor satisfaction
• Reduction in customer invoice corrections, credits and rebills
• Improved compliance with internal controls and audit readiness
• Enhanced cross-functional collaboration and customer satisfaction

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