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Remote Daily Money Manager Jobs in Indiana (NOW HIRING)

Your Money Line

Chief Financial Officer

Indianapolis, IN · On-site +1

Manage and refine our financial model, ensuring accurate planning and forecasting. * Lead the end ... About Your Money Line Your Money Line (YML) is a leading financial wellness platform that provides ...

Your Money Line

Chief Financial Officer

Indianapolis, IN · On-site +1

Manage and refine our financial model, ensuring accurate planning and forecasting. * Lead the end ... About Your Money Line Your Money Line (YML) is a leading financial wellness platform that provides ...

micro1 AI

AI Trainer (Computer Vision) - Remote

Carmel, IN · Remote

$13 - $15/hr

Remote - based in Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Illinois ... Simply film your normal daily activities from a first-person point of view and earn money. [Link to ...

micro1 AI

AI Sensor Data Specialist - Remote

Carmel, IN · Remote

$13 - $15/hr

Remote - based in Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Illinois ... Simply film your normal daily activities from a first-person point of view and earn money. [Link to ...

micro1 AI

AI Sensor Data Specialist - Remote

Fishers, IN · Remote

$13 - $15/hr

Remote - based in Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Illinois ... Simply film your normal daily activities from a first-person point of view and earn money. [Link to ...

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All JobsDaily Money JobsRemote Daily Money Manager JobsRemote Daily Money Manager Jobs in Indiana

Remote Daily Money Manager information

What is a remote daily money manager?

Remote Daily Money Managers are financial professionals who help individuals, seniors, or small businesses manage their day-to-day personal finances from a remote location. Their tasks typically include paying bills, organizing financial documents, reconciling bank statements, tracking expenses, and helping to prevent fraud or financial abuse. By working remotely, they use secure digital tools to access clients’ financial information and communicate via phone, email, or video calls. This service is especially helpful for busy professionals, older adults, or anyone needing assistance in keeping their finances organized.

What are some common challenges faced by remote daily money managers, and how can they be addressed?

Remote Daily Money Managers often encounter challenges such as maintaining clear communication with clients and staying organized across multiple accounts. Since the role involves sensitive financial information, ensuring data security and confidentiality is crucial. To address these challenges, it's important to use secure digital tools, establish regular check-ins with clients, and implement effective workflow management systems. Building trust and maintaining transparency through prompt updates can also help foster strong client relationships.

What are the key skills and qualifications needed to thrive as a remote daily money manager, and why are they important?

To thrive as a Remote Daily Money Manager, you need strong financial acumen, attention to detail, and a background in accounting or bookkeeping, often supported by a relevant degree or certification such as Certified Daily Money Manager (CDMM). Familiarity with financial management software like QuickBooks, Excel, and secure document-sharing platforms is typically required. Excellent organizational skills, discretion, and clear communication help build trust and manage sensitive client information effectively from a distance. These skills ensure accurate financial oversight, client satisfaction, and the protection of confidential data in a remote environment.

What are popular job titles related to Remote Daily Money Manager jobs in Indiana?

For Remote Daily Money Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Remote Daily Money Manager jobs in Indiana look for?

The top searched job categories for Remote Daily Money Manager jobs in Indiana are:

What cities in Indiana are hiring for Remote Daily Money Manager jobs?

Cities in Indiana with the most Remote Daily Money Manager job openings:

Remote Daily Money Manager jobs near you

Chief Financial Officer

Your Money Line

Indianapolis, IN • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

About the Role
Our growing company is seeking a Chief Financial Officer (CFO) to lead finance strategy and operations. Reporting directly to the CEO, with regular engagement with the Board of Directors, you'll own financial planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day financial operations.
As CFO, you'll be a key architect of how YML builds a growing, sustainable business.
The ideal candidate is proactive, communicative, and analytical. They can zoom out strategically while executing on tactical items day to day.
This role is remote or hybrid.
Responsibilities
  • Serve as a key strategic partner to the CEO and executive team, shaping company strategy, resource allocation, and long-term financial direction.
  • Manage and refine our financial model, ensuring accurate planning and forecasting.
  • Lead the end-to-end fundraising process, including financial modeling, investor relations, and coordination of due diligence activities if applicable.
  • Oversee relationships with external accounting, tax, and advisory firms.
  • Manage routine tax filings and payments across jurisdictions, and coordinate with the company's tax firm on compliance and planning matters.
  • Collaborate with department heads to create, monitor, and manage budgets.
  • Prepare and deliver financial reporting packages for board meetings, investors, and banking partners, including required quarterly reporting.
  • Serve as the primary point of contact with investors, banking partners, and the Board of Directors on financial matters.
  • Oversee the accounts payable process, ensuring timely and accurate vendor payments.
  • Manage accounts receivable and collections, ensuring timely invoicing and follow-up.
  • Serve as the point of contact for customer billing inquiries.
  • Ensure bookings data reconciles across systems (e.g., CRM and billing platforms).
  • Administer the company's expense and T&E program, including credit card spend limits, positive pay monitoring, and expense approvals.
  • Consult with sales and CS leadership on pricing, ensuring we are protecting margin and value.
  • Complete month-end, quarter-end, and year-end close of income statement and balance sheet, recording journal entries, reconciling accounts, managing cash, and handling G/L analysis.
  • Lead the evaluation, implementation, and ongoing management of financial systems and software.
  • Build and lead a high-performing finance and accounting function as the company scales, including hiring, developing, and managing finance team members.
  • Identify and manage financial and operational risk across the business, including insurance, compliance, and internal controls.
Requirements and Qualifications
  • 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 the ability to work effectively with cross-functional teams.
  • Detail-oriented with a high level of 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.
About Your Money Line
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Benefits
  • Medical Insurance (Company pays 75% of the premium for all tiers)
  • Health Savings Account with employer HSA contribution
  • 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
  • Elective Accident, Disability, and other non-medical insurance coverages
  • Monthly Technology Stipend (Remote Employees)
  • Group-Life & AD&D Insurance
  • Paid Paternity, Maternity, and Adoption Leave
  • Flexible Spending Accounts and Dependent Care Flexible Spending Account
  • Voted a 'Best Place to Work in Indiana'

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