Chief Financial Officer

Socket.dev

Indianapolis (IN)

Hybrid

USD 150,000 - 280,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Company Equity

401K with Company Match

Hybrid Office Model

Unlimited PTO

Remote/Hybrid flexibility

Job summary

Your Money Line (YML) in the United States is seeking a strategic Chief Financial Officer to lead finance strategy, planning and investor relations. You will sit on the executive team, own budgeting, treasury, and financial operations while collaborating with cross-functional leaders to drive growth and profitability.

The ideal candidate brings a track record of fundraising, strong analytics, and communication skills, with experience guiding a high-growth company through scale.

Qualifications

10+ years of progressive finance leadership experience, including at least 5 years in senior roles.
Strong knowledge of financial principles, accounting standards and regulations.
Excellent communication and cross-functional collaboration skills.
Proven experience in fundraising, investor relations and working with a Board.

Responsibilities

Lead finance strategy and operations as part of the executive team.
Own financial planning, budgeting, A/P, A/R, and day-to-day financial operations.
Manage fundraising activities, investor relations, and due diligence coordination.
Oversee relationships with external accounting, tax and advisory partners.
Ensure accurate monthly/quarterly close and financial reporting for stakeholders.
Build and lead a high-performing finance team as the company scales.

Job description

About the Role

Our growing company is seeking a Chief Financial Officer (CFO) to lead finance strategy and operations. You will sit on the executive team, 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 executive leadership 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