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Director of Finance at MyPlanAdvocate | JobVerse
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Director of Finance
MyPlanAdvocate
Remote
Website
LinkedIn
Director of Finance
United States
Full Time
8 hours ago
$115,000 - $145,000 USD
No Visa Sponsorship
Apply Now
Key skills
C
Leadership
Budgeting
About this role
Role Overview
Own the monthly close process in partnership with internal and external accounting teams; ensure accuracy, timeliness, and compliance.
Strengthening financial controls, reconciliation processes, and documentation.
Manage AR/AP, vendor payments, and customer invoicing processes.
Build and maintain financial models for revenue, margin, and cash flow forecasting.
Partner with media and operations teams to analyze ROI on paid traffic and optimize spend.
Heavy analysis on data science and rigorous, data first approach to working with the business.
Develop reporting that provides actionable insights for leadership and the board.
Support working capital management, including media spend vs. receivables timing.
Assist VP of Finance with scenario modeling, board materials, and lender reporting.
Drive budgeting process and provide variance analysis vs. actuals.
Help evaluate growth opportunities, partnerships, and new business lines.
Manage and mentor a small but growing finance team.
Improve finance systems and processes, ensuring scalability and SOC 2 alignment where required.
Partner cross-functionally with the GM, CTO/CPO, and external stakeholders to ensure alignment between finance and operations.
Requirements
5–10 years of progressive finance experience, ideally with time in high-growth companies (media, lead gen, or insurance experience preferred).
Strong technical finance and accounting background; CPA or MBA preferred but not required.
Hands-on experience with FP&A, cash flow management, and financial operations.
Demonstrated ability to improve processes and controls in a lean environment.
Excellent Excel / financial modeling skills; comfort with Sage Intacct, Ramp, Bill.com, and similar tools.
Strong communicator with ability to present insights clearly to both financial and non-financial stakeholders.
Low-ego, entrepreneurial mindset: willing to roll up sleeves while scaling discipline.
Benefits
Opportunity to shape the finance function of a profitable, high-growth company.
Direct mentorship and partnership with the VP of Finance and C-Level Leadership.
Entrepreneurial, collaborative team culture.
Competitive salary, performance-based bonus, and benefits.
Apply Now
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