Chief Financial Officer

Your Money Line; United States; Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Medical Insurance

401K with Company Match

Equity

Hybrid Office Model

Unlimited PTO

Paid parental leave

Job summary

Your Money Line is seeking a Chief Financial Officer (CFO) to lead finance strategy and operations. As a member of the executive team, you will own FP&A, capital strategy, budgeting, A/P, A/R, and day-to-day financial operations.

The role offers remote or hybrid work and significant board and investor interaction. The ideal candidate has 10+ years in finance with 5+ in senior leadership, strong fundraising experience, and a track record of building finance teams in ventures or high-growth

Qualifications

• Bachelor's degree in Accounting or Finance; MBA/CPA preferred.
• 10+ years in finance and accounting with 5+ in senior leadership roles.
• Strong knowledge of financial principles, standards, and regulations.
• Proficiency with financial software, revenue management, and CRM.
• Exceptional analytical, communication, and interpersonal skills.
• Experience fundraising, investor relations, and working with a Board.

Responsibilities

• Partner with the executive team to shape strategy and capital direction.
• Refine financial model, forecast, and budgeting processes.
• Lead fundraising, investor relations, and due diligence coordination.
• Oversee external accounting, tax, and advisory relationships.
• Manage tax filings, cross-jurisdiction compliance, and planning.
• Collaborate with department heads on budgets and controls.
• Deliver board-ready financial reporting and banking packages.
• Administer accounts payable/receivable and cash management.
• Lead the implementation and management of financial systems.
• Build and lead a high-performing finance and accounting team.
• Identify and mitigate financial and operational risk, including insurance and internal controls.

Skills

Executive leadership

Communication

Analytical thinking

Financial modeling

Fundraising/IR

Team leadership

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Accounting/Finance

MBA or CPA preferred

Tools

CRM software

Accounting software

Financial modeling tools

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

• 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'