Job description

About the Role Our growing company is seeking a Chief Financial Officer (CFO) to lead finance strategy and operations. Reporting directly to the CEO, with regular engagement with the Board of Directors, you’ll own financial planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day financial operations. As CFO, you'll be a key architect of how YML builds 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 strategic partner to the CEO and executive team, shaping company strategy, resource allocation, and long-term financial direction. • Manage and refine our financial model, ensuring accurate planning and forecasting. • Lead 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. • Serve as the primary point of contact with investors, banking partners, and the Board of Directors on financial matters. • 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. • Build and lead a high-performing finance and accounting function as the company scales, including hiring, developing, and managing finance team members. • Identify and manage financial and operational risk across the business, including insurance, compliance, and internal controls. Requirements and Qualifications • Bachelor's degree in Accounting, Finance, or related field. MBA, CPA, or other relevant certification strongly preferred. • 10+ years of progressive finance and accounting experience, including at least 5 years in a senior finance leadership role (VP of Finance, Controller, or CFO). • 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. • Experience leading fundraising, investor relations, or working directly with a Board of Directors, ideally at a venture-backed or high-growth company. • Demonstrated experience building and leading a finance team. 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'

Requirements

Must-haves

As CFO, you'll be a key architect of how YML builds 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.
Serve as a key strategic partner to the CEO and executive team, shaping company strategy, resource allocation, and long-term financial direction.
Manage and refine our financial model, ensuring accurate planning and forecasting.
Lead 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.
Serve as the primary point of contact with investors, banking partners, and the Board of Directors on financial matters.
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.
Build and lead a high-performing finance and accounting function as the company scales, including hiring, developing, and managing finance team members.
Identify and manage financial and operational risk across the business, including insurance, compliance, and internal controls.
Requirements and Qualifications
10+ years of progressive finance and accounting experience, including at least 5 years in a senior finance leadership role (VP of Finance, Controller, or CFO).

Nice-to-haves

Bachelor's degree in Accounting, Finance, or related field. MBA, CPA, or other relevant certification strongly preferred.

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Keywords to mirror

Platform: breezy
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Paid Time Off

Wellness