Director of Finance

Job description

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)


XYPN Overview:

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.


Job Description: 

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.


  • Participate in the development of and support the company’s strategic plans
  • Monitor the financial performance of the company
  • Monitor weekly and monthly cash balances, and prepare financial cash flow projections for the company
  • Plan, direct and coordinate all accounting operational functions
  • Compile and analyze financial reports, such as the Balance Sheet, Profit and Loss, Budget vs. Actual, etc...
  • Organize, streamline, and manage the General Ledger to ensure accurate and appropriate financial transaction assignments
  • Prepare monthly and annual operating budgets
  • Develop and manage financial controls in accordance with the company’s procedures
  • Communicate financial metrics to senior management, including the development of departmental budgets for fellow Directors to reference and assist in the management of each
  • Provide leadership and support to Accounts Payable, Accounts Receivable, and Payroll functions within the organization
  • Evaluate the effectiveness of accounting software and supporting database, as needed, along with implementing new systems that are appropriate to the size and financial demands of our organization
  • Oversee regulatory reporting, frequently including tax planning and compliance
  • Keep up-to-date on current Accounting Principles and applicable tax laws
  • Coordinate activities of external auditors, including our business tax preparer
  • Hire, train, and retain skilled finance team members in the future


    Required Qualifications:

    • CPA
    • 5+ years accounting experience in an accounting or financial management role
    • Bachelor’s Degree in Business, Accounting, Finance or related discipline
    • Experience in both backwards-looking budgeting and forwards-looking business and cash flow forecasting 
    • Strong organization, interpersonal and communication skills 
    • Impeccable analytical and organizational skills 
    • Self-motivated and self-directed 
    • Ability to work closely with Leadership and Executive teams

    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


    • Cover Letter
    • Resume
    • Applications will be reviewed as they are received

    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.