Position: Director of Finance (NEW POSITION)
Start Date: Immediate
Status: Full-time (Regular - Exempt)
Hours: 40-45 hours per week w/flexible schedule
Location: Bozeman, MT
Reports to: Chief Operating Officer (COO)
XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In 2018, we earned the top ranking of Fastest-Growing Private Company in Montana, and the 168th fastest-growing privately-owned business in the US, by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.
XYPN is in search of a self-directed and experienced Director of Finance to oversee all financial and accounting activities for the organization and its subsidiaries. The successful candidate will be responsible for budget management, financial analysis, accounts payable, accounts receivable, financial reporting, and forward-looking financial forecasting (for existing and future new business lines). Key areas will also include financial policy and procedure compliance, and ongoing maintenance of financial best practices. This is a fantastic opportunity for a professional who thrives in a busy work place, and is well-versed in working closely with senior management. The position will work closely with the Director of Operations, amongst other areas of the organization, including Human Resources.
What would make us drool:
Previous experience as Senior Finance Manager/Controller with 10+ years experience
Previous experience developing forward-looking business projections and financial dashboards
Proficiency in QuickBooks Online and/or Sage Accounting Software
Compensation & Benefits:
Salary: $85,000 / year
Relocation assistance available, if applicable
401K (4.5% match on 6% contribution)
Health insurance w/employer contribution
8 paid holidays
Open vacation policy (Required to take a minimum of 3 weeks per year)
Please see our Dream Team Handbook to learn more about our company and benefit offerings
If this posting isn't quite a match with your skills and/or interests, please take a look at the Director of Tax posting at FA Bean Counters and consider it alongside this opportunity.