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 activitiesif 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
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