Director of Finance

Your Money Line

Director of Finance leading financial strategy and operations for Your Money Line, a financial wellness platform. Overseeing financial planning, budgeting, and daily financial operations while collaborating with senior leadership.

Posted 5/20/2026full-timeIndianapolis • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Serve as a key financial thought partner to the COO, contributing to strategic planning, resource allocation, and long-term financial direction.
Manage and refine our financial model, ensuring accurate planning and forecasting.
Manage 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.
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.

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field.
CPA or other relevant certification is a plus.
5-7 years of accounting experience, with at least 3 years in a management role.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingbudget managementaccounts payableaccounts receivablefinancial reportingG/L analysistax compliancefinancial systems managementfinancial principles

Soft Skills

analytical skillsproblem-solving skillscommunication skillsinterpersonal skillsdetail-orientedcollaborationstrategic planningresource allocationleadershipcross-functional teamwork

Certifications

Bachelor's degree in AccountingBachelor's degree in FinanceCPA