Chief Financial Officer

Your Money Line

Indianapolis (IN)

Hybrid

USD 180,000 - 320,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance 75% premium covered

HSA with employer contribution

Dental and Vision Insurance

Company Equity

401K with company match

Hybrid office model

Unlimited Wellness Time Off

Unlimited Paid Time Off

Access to YML platform and resources

Life & AD&D Insurance

Paternity/Maternity/Adoption leave

FSA and Dependent Care FSA

Best Place to Work in Indiana

Job summary

Your Money Line seeks a strategic Chief Financial Officer to shape finance strategy and operations, engage with the Board, and manage capital and investor relations. You will own budgeting, reporting, tax, and risk management while leading a growing finance team in a remote/hybrid environment.

The role requires extensive leadership in finance with deep expertise in forecasting, fundraising, and cross-functional collaboration to scale the business responsibly.

Qualifications

Bachelor's degree in Accounting, Finance, or related field; MBA/CPA preferred.
10+ years in progressive finance and accounting, with at least 5 years in senior leadership (VP Finance, Controller, or CFO).
Strong knowledge of financial principles, accounting standards, and regulations.

Responsibilities

Serve as strategic partner to CEO and exec team, shaping strategy and long-term financial direction.
Refine financial model, ensure accurate planning and forecasting.
Lead end-to-end fundraising, including financial modeling, IR, and due diligence coordination.
Oversee relationships with external accounting, tax, and advisory firms.
Coordinate tax filings and planning with tax firm across jurisdictions.
Collaborate with department heads to create and manage budgets.
Prepare financial reporting packages for board, investors, and banks.
Primary contact with investors, banking partners, and Board on financial matters.
Oversee accounts payable and accounts receivable processes and collections.
Be the point of contact for customer billing inquiries.
Ensure bookings data reconciles across systems (CRM and billing).
Administer expense and T&E program including credit card spend limits and expense approvals.
Consult with sales/CS leadership on pricing to protect margin and value.
Lead month/quarter/year-end closes, G/L, cash management, and accounting analysis.
Lead evaluation and management of financial systems and software.
Build and lead a high-performing finance team; hire and develop staff.
Identify and manage financial and operational risk including insurance, compliance, and internal controls.

Skills

Finance leadership

Analytical skills

Problem solving

Communication skills

Attention to detail

Board/fundraising experience

Team leadership

Financial principles knowledge

Education

Bachelor's degree in Accounting/Finance or related field

MBA or CPA preferred

Tools

CRM software

Revenue management software

Bookkeeping software

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