Director of Finance

HeartMath•Boulder Creek, CA

10d•Remote

About The Position

HeartMath is a pioneering health and wellness company dedicated to helping people reduce stress, build resilience, and access the deeper intelligence of the heart. Through science-backed technology, training programs, and research, we help individuals and organizations improve emotional regulation, mental clarity, physical well-being, and performance. Today, we are entering an exciting new phase of growth as we expand our digital platform, hardware technologies, and professional training programs to reach millions more people around the world. About the Role: As we scale, we are seeking a hands-on Director of Finance who is excited about helping build and strengthen the financial infrastructure of a mission-driven organization. This role will partner closely with senior leadership to support sound decision-making and help guide the company through its next stage of growth and impact. As the operational leader for finance, the ideal candidate is a hands-on builder who thrives in a lean, high-ownership environment and enjoys developing systems, processes, and insights that support a scaling organization. Our main business office is in Boulder Creek, CA, and the position is remote with possible office attendance, dependent upon location. You must be based in the U.S. to be considered for this opportunity.

Requirements

Bachelor's degree in Accounting, Finance, or a related field; CPA preferred
10+ years of progressive accounting and finance experience, with demonstrated experience in both controller and FP&A functions
Deep knowledge of GAAP, financial reporting, and internal controls
Proven track record of partnering with commercial and operational teams (Sales, Marketing, Operations) in a business-partnering capacity
Hands-on experience building financial models and multi-year plans
Strong proficiency with ERP systems (Acumatica strongly preferred, NetSuite, SAP, or equivalent) and advanced Excel/Google Sheets; experience leading or actively participating in an ERP implementation is highly valued
Exceptional communication skills with an ability to present complex financial information clearly to non-finance stakeholders
Must be based in the U.S.

Nice To Haves

CPA preferred
experience leading or actively participating in an ERP implementation is highly valued

Responsibilities

Own the full accounting function
Ensure compliance with GAAP and all applicable federal, state, and local regulations
Safeguard company assets with robust internal controls
Oversee external audits, tax filings, and relationships with outside accounting firms
Manage and develop the accounting team
Lead the annual operating planning process and quarterly reforecasting cycles
Drive rigorous financial analysis to support decision-making
Own budget management and develop short-term (12-month) and long-term (3–5 year) financial models that support strategic decision-making
Deliver monthly financial reporting packages with commentary
Build and maintain KPI dashboards
Serve as the primary finance partner to Sales, Marketing, and commercial divisions, supporting pricing strategies, deal structuring, sales compensation modeling, revenue forecasting, and marketing investment analysis
Support contract reviews and ensure proper revenue recognition in alignment with ASC 606
Work with Operations building cost models, managing COGS, and optimizing gross margin
Partner on inventory management, supply chain finance, and capital expenditure planning
Support new product launches and program expansions with financial modeling
Act as a thought leader and finance advisor to cross-functional teams
Champion financial discipline and cost management across the organization
Lead financial systems identification, implementation, and continuous improvement — including the successful rollout of the new ERP.
Represent Finance in executive meetings and Board-level presentations.