VP of Finance

Based in the heart of downtown Indianapolis, myCOI is a SaaS company that provides a solution to tracking and managing 3rd party insurance compliance. An early industry-leader in the insurance tech space, we envision a future where all business partnerships are empowered to thrive through freedom from risk. With hundreds of customers ranging from Fortune 100 down to some of our local favorite sports teams, we have a proven track record of national growth and success We work hard to maintain an open, fun, and family-friendly culture – whether that be with fun company events, or occasional flex scheduling to accommodate for life’s obligations. Our culture promotes collaboration and the pursuit of excellence. 

As a member of our team, you’ll enjoy paid vacation, medical, dental, and vision benefits, a competitive salary, and a great work-life balance. We know that myCOI’s success derives from great teamwork and each individual’s exceptional results. Join us on our mission to disrupt, innovate, and lead the industry!

Position Summary:

With a $3.2 billion domestic market, myCOI is on track to becoming an early leader of a new, highly lucrative segment of the insurance industry. We are prepped for massive growth and looking for an entrepreneurial-minded VP of Finance to help take us to the next level. This is a unique role that will excite people who thrive on stepping outside the boundaries of typical accounting and enjoy having an “all hands-on deck” workplace culture.  An entrepreneurial mind-set will be rewarded with being a part of a team of like-minded individuals passionate about creating an industry leader with tremendous opportunities for professional growth.

What Makes this a Great Opportunity:

  • Opportunity to join an early SaaS industry leader in the insurance tech space with the most innovative technology in the industry
  • Professional growth and learning opportunities (opportunity to get in early before growth explodes)
  • Great work-life balance
  • Opportunity to learn multiple facets of a business
  • Opportunity to improve or upgrade systems and processes
  • Work with supportive management and co-workers focused on helping you succeed

Accounting and Finance Focused Responsibilities:

  • Maintains accounting controls by preparing and recommending policies and procedures
  • Maintains customer confidence and protects operations by keeping financial information confidential
  • Manages month end revenue recognition to ensure compliance with GAAP
  • Manages complex customer invoicing and process
  • Follows up on all outstanding receivables
  • Responsible for month end financial reporting to management and investors
  • Manages financial modeling workbook to provide accurate reporting and forecasting to CEO 
  • Documents financial transactions by entering account information
  • Recommends financial actions by analyzing accounting options
  • Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
  • Assist CEO or possibly manage preparation for investor quarterly reports 
  • Evaluates and maintains compliance with tax laws
  • Maintains customer data integrity throughout all databases
  • Prepares commission reports for payroll
  • Manages all expense transactions
  • Approves all expense reimbursements
  • Evaluates and implements new financial software 
  • Helps to identify and implement changes to streamline and simplify data flow from different databases

Miscellaneous Responsibilities:

  • Sets up new customers in all databases
  • Facilitates 401k and Healthcare employee enrollments
  • Responsible for edits or additions to employee payroll records (deducations, bonuses, etc.)
  • Manages travel arrangements for trade shows

Travel Responsibilities:

  • No travel requirements

Basic Qualifications:

  • SaaS experience 
  • Strong knowledge of GAAP and other applicable tax laws
  • Experience managing complex financial proformas
  • Experience with financial analysis and reporting
  • Experience maintaining strict controls on confidentiality and accounting
  • Self-motivated with excellent time management skills
  • Excellent verbal, written and presentation skills
  • Ability to effectively collaborate with a variety of audiences
  • Strong Excel and QuickBooks knowledge
  • Strong attention to detail
  • Strategic mind-set focused on long term process improvements and business performance

Educational Requirements:

  • Bachelor’s Degree required
  • CPA a plus but not required


  • Competitive compensation package
  • Medical
  • HSA
  • Dental
  •  Vision
  • Life
  • Paid Time Off (Holiday, Vacation, 8 hours community volunteer time)


  • Preference given to candidates residing within a commutable distance of Indianapolis