SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Your Money Line (YML), a financial wellness platform founded by financial expert Peter Dunn (Pete the Planner®), is seeking a Chief Financial Officer to lead finance strategy and operations. You will sit on the executive team with regular Board of Directors engagement, owning financial planning, strategy, capital and investor relations, budget management, accounts payable/receivable, and day-to-day financial operations.
As CFO, you'll be a key architect of how YML builds a growing, sustainable business. You'll serve as a strategic partner to executive leadership, shaping company strategy, resource allocation, and long-term financial direction. Key responsibilities include managing and refining the financial model for accurate planning and forecasting; leading the end-to-end fundraising process including financial modeling, investor relations, and due diligence coordination; overseeing relationships with external accounting, tax, and advisory firms; managing tax filings and compliance across jurisdictions; collaborating with department heads on budget creation and monitoring; preparing financial reporting packages for board meetings, investors, and banking partners; serving as primary point of contact with investors, banking partners, and the Board on financial matters.
You'll oversee accounts payable processes ensuring timely vendor payments, manage accounts receivable and collections with timely invoicing and follow-up, and serve as point of contact for customer billing inquiries. You'll ensure bookings data reconciles across systems (CRM and billing platforms), administer the company's expense and T&E program, and consult with sales and customer success leadership on pricing to protect margin and value. You'll complete month-end, quarter-end, and year-end close activities including income statement and balance sheet recording, journal entries, account reconciliation, cash management, and G/L analysis.
You'll lead evaluation, implementation, and ongoing management of financial systems and software. As the company scales, you'll build and lead a high-performing finance and accounting function, including hiring, developing, and managing finance team members. You'll identify and manage financial and operational risk across the business, including insurance, compliance, and internal controls.
Requirements: Bachelor's degree in Accounting, Finance, or related field (MBA, CPA, or other relevant certification strongly preferred). 10+ years of progressive finance and accounting experience, including at least 5 years in a senior finance leadership role (VP of Finance, Controller, or CFO). 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 ability to work effectively with cross-functional teams. Detail-oriented with high accuracy in financial reporting and analysis. Experience leading fundraising, investor relations, or working directly with a Board of Directors, ideally at a venture-backed or high-growth company. Demonstrated experience building and leading a finance team.
