Director Of Finance

Director of Finance Setting/Hours: 100% In-Office | 8-5Join trak group in partnering with a growing client in Cincinnati, Ohio that’s expanding its Shared Services team. Position Overview:We are seeking a hands-on, detail-oriented Director of Finance to serve as the financial and operational backbone of our growing organization. This role is responsible for ensuring the financial health of the business while helping “keep the train on the track”across daily operations, cash flow, and internal processes. The Director of Finance will partner closely with leadership and cross-functional teams to drive accountability, improve workflows, and deliver accurate, timely financial insights that support decision-making. Key Responsibilities:Financial Operations & “Keep the Train on the Track”

• Experience overseeing day-to-day financial operations, including sales order processing, invoicing, accounts receivable, and accounts payable
• Strong understanding of order fulfillment workflows, including stock vs. Direct shipment processes
• Experience working within an ERP system (preferably Acumatica) to manage and validate sales orders, purchase orders, and financial data
• Proven ability to ensure accurate and timely invoicing across multiple revenue streams (product shipments, software, maintenance, and project work)
• Experience monitoring accounts receivable aging and supporting or driving collections on past-due accounts
• Demonstrated ability to manage cash flow, including developing and maintaining forecasts and overseeing payment processing (ACH/check)
• Strong attention to detail in cash application, deposit posting, and reconciliation processes
• Experience overseeing procurement activities, including purchase order creation, vendor coordination, and inventory replenishment
• Ability to validate product specifications, pricing alignment, and delivery requirements to ensure operational accuracy
• Strong organizational and analytical skills to keep financial operations running smoothly and aligned across the business

Financial Reporting & Close Process (“Close the Books”)

• Experience leading the monthly close process and ensuring accuracy, completeness, and timeliness of financial reporting
• Strong background in preparing and reviewing journal entries, including areas such as credit cards, depreciation, allocations, and sales tax
• Proven ability to perform detailed account reconciliations across a variety of areas, including bank accounts, vendor statements, accruals, liabilities, prepaids, deferred expenses, payroll accruals, and fixed assets
• Experience managing and maintaining accurate inventory accounting, including oversight of physical counts and adjustments
• Ability to calculate and manage commission and bonus accruals with a high degree of accuracy
• Experience delivering comprehensive monthly financial reporting packages, including analysis of key drivers and clear, actionable commentary
• Strong analytical skills with the ability to build, maintain, and enhance management dashboards that track KPIs and overall business performance
• High attention to detail and commitment to maintaining the integrity and reliability of financial data

Systems, Process Improvement & Cross-Functional Leadership

• Experience leading ERP systems (preferably Acumatica), including managing external partners, driving system enhancements, and supporting reporting needs
• Proven ability to improve and streamline business processes across departments to increase efficiency and accuracy
• Strong cross-functional collaboration skills, with experience partnering closely with sales, operations, and administrative teams
• Ability to enhance data integrity, reporting consistency, and overall operational visibility across the organization
• Experience supporting inventory planning and replenishment processes from a financial or operational perspective
• Familiarity with sales operations workflows and customer support coordination
• Ability to support project-based reporting, including tracking profitability and performance metrics
• Strategic mindset with a hands-on approach to identifying inefficiencies and implementing scalable solutions

Business Partner & Vendor Management

• Experience managing relationships with key external partners, including banks, credit card/expense platforms, payroll providers, and technology vendors
• Strong understanding of cash management practices and coordination with financial institutions
• Ability to serve as the primary financial point of contact for cross-functional external stakeholders, including HR/payroll and marketing partners
• Proven leadership experience overseeing accounting and administrative team members, with a focus on performance, accountability, and alignment
• Ability to clearly define roles, responsibilities, and workflows to ensure operational efficiency
• Demonstrated success mentoring and developing team members to support professional growth and organizational scalability
• Strong interpersonal and communication skills to effectively lead teams and collaborate with both internal and external partners

Qualifications:Required Experience•5–10 years of progressive accounting/finance experience •Prior experience in a manager, Controller or senior accounting leadership role •Strong financial reporting and month-end close process experience Leadership Experience•Proven ability to manage and develop people •Experience improving processes and workflows across departments •Track record of leading or supporting cross-functional projects and system implementations Technical Skills•ERP system experience required (Acumatica preferred or similar systems) •Strong data orientation with the ability to translate numbers into actionable insights •Advanced proficiency in Excel and financial reporting tools Preferred Background•Experience in distribution, manufacturing, or industrial products •Familiarity with inventory accounting and project-based revenue •Experience supporting small to mid-sized, privately held businesses What Success Looks Like•Financials are accurate, timely, and actionable •Cash flow is predictable and well-managed •Processes run smoothly across departments •Leadership has clear visibility into performance and key drivers •The business operates with discipline while maintaining flexibility for growth What We Offer•A family-oriented culture with deep roots and strong values •Clear paths for career growth and development •Competitive compensation and benefits –including an uncapped bonus tied directly to company earnings •Opportunity to make a direct impact in a high-visibility role Compensation•Competitive Salary + Annual BonusIf you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.