Director of Finance at Your Money Line

This a Full Remote job, the offer is available from: Austria, Indiana (USA) About the Role 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. Requirements and Qualifications • 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. About Your Money Line 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" This offer from "Your Money Line" has been enriched by Jobgether.com and got a 87% flex score.