Our growing company is seeking a Director of Finance to lead finance strategy and operations. Reporting directly to the COO, you’ll own financial planning, strategy, budget management, A/P, A/R, and day-to-day financial operations.
As the Director of Finance, you'll play a central role in how YML creates a growing, sustainable business.
The ideal candidate is proactive, communicative, and analytical. They can zoom out strategically while executing on tactical items day to day.
This role is remote or hybrid.
Responsibilities- Serve as a key financial thought partner to the COO, contributing to strategic planning, resource allocation, and long-term financial direction.
- Manage and refine our financial model, ensuring accurate planning and forecasting.
- Manage the end-to-end fundraising process, including financial modeling, investor relations, and coordination of due diligence activities if applicable.
- Oversee relationships with external accounting, tax, and advisory firms.
- Manage routine tax filings and payments across jurisdictions, and coordinate with the company's tax firm on compliance and planning matters.
- Collaborate with department heads to create, monitor, and manage budgets.
- Prepare and deliver financial reporting packages for board meetings, investors, and banking partners, including required quarterly reporting.
- Oversee the accounts payable process, ensuring timely and accurate vendor payments.
- Manage accounts receivable and collections, ensuring timely invoicing and follow-up.
- Serve as the point of contact for customer billing inquiries.
- Ensure bookings data reconciles across systems (e.g., CRM and billing platforms).
- Administer the company's expense and T&E program, including credit card spend limits, positive pay monitoring, and expense approvals.
- Consult with sales and CS leadership on pricing, ensuring we are protecting margin and value.
- Complete month-end, quarter-end, and year-end close of income statement and balance sheet, recording journal entries, reconciling accounts, managing cash, and handling G/L analysis.
- Lead the evaluation, implementation, and ongoing management of financial systems and software.
- Bachelor's degree in Accounting, Finance, or related field. CPA or other relevant certification is a plus.
- 5-7 years of accounting experience, with at least 3 years in a management role.
- Strong knowledge of financial principles, accounting standards, and regulations.
- Proficiency in financial software and tools, including revenue management, bookkeeping software, and CRM.
- Exceptional analytical and problem-solving skills.
- Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- Detail-oriented with a high level of accuracy in financial reporting and analysis.
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Benefits- Medical Insurance (Company pays 75% of the premium for all tiers)
- Health Savings Account with employer HSA contribution
- Dental and Vision Insurance
- Company Equity
- 401K with Company Match
- Hybrid Office Model
- Unlimited Wellness Time Off
- Unlimited Paid Time Off
- Unlimited access to YML platform and resources
- Elective Accident, Disability, and other non-medical insurance coverages
- Monthly Technology Stipend (Remote Employees)
- Group-Life & AD&D Insurance
- Paid Paternity, Maternity, and Adoption Leave
- Flexible Spending Accounts and Dependent Care Flexible Spending Account
- Voted a "Best Place to Work in Indiana"
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- CPA or other relevant certification
- 5-7 years of accounting experience
- At least 3 years in a management role
- Strong knowledge of financial principles, accounting standards, and regulations
- Proficiency in financial software and tools
- Exceptional analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Detail-oriented with a high level of accuracy in financial reporting and analysis
What We Do
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
