Director of Finance, Your Money Line
+ Equity
Financial wellness platform
Be an early applicant
Financial wellness platform
21-100 employees
Be an early applicant
+ Equity
21-100 employees
Company mission
To create financial stability and confidence for all.
Role
Who you are
- 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
What the job involves
- Our growing company is seeking a Director of Finance to lead finance strategy and operations
- Reporting directly to the COO, you’ll own financial planning, strategy, budget management, A/P, A/R, and day-to-day financial operations
- As the Director of Finance, you'll play a central role in how YML creates 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
- 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
Our take
Your Money Line provides employee financial wellness solutions, designed to help users improve their financial stability and confidence. The company combines AI-driven financial tools with personalized coaching, offering a unique approach to financial guidance.
The core focus of the platform is making financial wellness accessible and easy to navigate. Its services help users tackle common financial issues such as debt management, budgeting and saving. With thousands of employees benefiting from its offerings, the company has earned widespread praise for its ability to create meaningful financial improvements to users' lives.
This hasn't gone unnoticed by investors, with the company recently securing substantial funding. The investment will be used to enhance the platform's capabilities as well as expand its reach and effectiveness. On an upward trajectory, the company will continue providing innovative financial wellness solutions.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Aug 2024
$4.5m
SERIES A
Aug 2022
$2.8m
SEED
Total funding: $7.3m
Company benefits
- Medical insurance & HSA
- Elective dental & vision insurance
- 401k & company match
- Employer paid life insurance
- 20 days of paid time off annually
- 10 paid & 2 flex holidays
- Unlimited paid wellness days
- Paid parental & adoption leave
- Paid volunteer time off
- Hybrid office model in Indy
- Monthly tech stipend
- Access to Your Money Line
Company HQ
Nora / Far Northside, Indianapolis, IN
Leadership
Peter Dunn
(CEO)With a background in Finance, they are a Columnist for USA TODAY and the Indy Star. Has also authored ten books, and hosts 'The Pete the Planner Show' on 93 WIBC FM.
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