About the RoleOur 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.
This role is remote or hybrid.
Responsibilities- 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 and Qualifications- 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- 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
