MyPlanAdvocate

Director of Finance

MyPlanAdvocate

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $115,000 - $145,000 per year

Job Level

Lead

About the role

  • Own the monthly close process in partnership with internal and external accounting teams; ensure accuracy, timeliness, and compliance.
  • Strengthening financial controls, reconciliation processes, and documentation.
  • Manage AR/AP, vendor payments, and customer invoicing processes.
  • Build and maintain financial models for revenue, margin, and cash flow forecasting.
  • Partner with media and operations teams to analyze ROI on paid traffic and optimize spend.
  • Heavy analysis on data science and rigorous, data first approach to working with the business.
  • Develop reporting that provides actionable insights for leadership and the board.
  • Support working capital management, including media spend vs. receivables timing.
  • Assist VP of Finance with scenario modeling, board materials, and lender reporting.
  • Drive budgeting process and provide variance analysis vs. actuals.
  • Help evaluate growth opportunities, partnerships, and new business lines.
  • Manage and mentor a small but growing finance team.
  • Improve finance systems and processes, ensuring scalability and SOC 2 alignment where required.
  • Partner cross-functionally with the GM, CTO/CPO, and external stakeholders to ensure alignment between finance and operations.

Requirements

  • 5–10 years of progressive finance experience, ideally with time in high-growth companies (media, lead gen, or insurance experience preferred).
  • Strong technical finance and accounting background; CPA or MBA preferred but not required.
  • Hands-on experience with FP&A, cash flow management, and financial operations.
  • Demonstrated ability to improve processes and controls in a lean environment.
  • Excellent Excel / financial modeling skills; comfort with Sage Intacct, Ramp, Bill.com, and similar tools.
  • Strong communicator with ability to present insights clearly to both financial and non-financial stakeholders.
  • Low-ego, entrepreneurial mindset: willing to roll up sleeves while scaling discipline.
Benefits
  • Opportunity to shape the finance function of a profitable, high-growth company.
  • Direct mentorship and partnership with the VP of Finance and C-Level Leadership.
  • Entrepreneurial, collaborative team culture.
  • Competitive salary, performance-based bonus, and benefits.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingcash flow managementFP&Avariance analysisfinancial controlsreconciliation processesbudgetingdata analysisscenario modelingdocumentation
Soft Skills
strong communicatorleadershipmentoringprocess improvementcollaborationanalytical thinkingentrepreneurial mindsetpresentation skillscross-functional partnershiplow-ego
Certifications
CPAMBA