Chief Financial Officer

This is a fully remote position, open to applicants in United States.

📋 Description

• Spearhead financial strategy and operations as a key member of the executive team.

• Maintain regular engagement with the Board of Directors.

• Take ownership of financial planning, strategy, capital management, investor relations, budget oversight, accounts payable, accounts receivable, and daily financial operations.

• Collaborate with executive leadership to shape company strategy, resource allocation, and long-term financial vision.

• Oversee and enhance the financial model, planning processes, and forecasting activities.

• Lead fundraising efforts, investor relations, financial modeling, and the coordination of due diligence.

• Supervise external accounting, tax, and advisory firms.

• Manage tax filings, payments, compliance, and planning across various jurisdictions.

• Work alongside department heads to develop budgets.

• Prepare financial reporting packages for boards, investors, and banking partners, which include quarterly reports.

• Act as the primary financial liaison for investors, banking partners, and the Board.

• Oversee accounts payable, vendor payments, accounts receivable, collections, invoicing, and billing inquiries.

• Reconcile booking data across CRM and billing systems.

• Administer expense and travel programs, credit card limits, positive pay monitoring, and expense approvals.

• Consult with sales and customer success leadership on pricing, margins, and value propositions.

• Complete month-end, quarter-end, and year-end closing processes, including journal entries, reconciliations, cash management, and general ledger analysis.

• Direct the evaluation, implementation, and management of financial systems and software.

• Build and lead the finance and accounting team, including hiring, developing, and managing team members.

• Identify and manage financial and operational risks, insurance, compliance, and internal controls.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related discipline.

• Over 10 years of progressive experience in finance and accounting.

• A minimum of 5 years in a senior finance leadership position such as VP of Finance, Controller, or CFO.

• In-depth knowledge of financial principles, accounting standards, and regulations.

• Proficiency in financial software and tools, including revenue management, bookkeeping applications, and CRM systems.

• Exceptional analytical and problem-solving abilities.

• Excellent communication and interpersonal skills.

• Proven ability to work effectively with cross-functional teams.

• Detail-oriented with a strong emphasis on accuracy in financial reporting and analysis.

• Experience in leading fundraising initiatives, managing investor relations, or collaborating directly with a Board of Directors.

• Demonstrated experience in building and leading a finance team.

• MBA, CPA, or other relevant certification is strongly preferred.

🏝️ Benefits

• Medical Insurance (Company covers 75% of the premium across all tiers).

• Health Savings Account with employer contributions to HSA.

• 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.

• Optional Accident, Disability, and other non-medical insurance coverages.

• Monthly Technology Stipend (for Remote Employees).

• Group-Life & AD&D Insurance.

• Paid Paternity, Maternity, and Adoption Leave.

• Flexible Spending Accounts and Dependent Care Flexible Spending Account.

• Recognized as a 'Best Place to Work in Indiana'.