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Director of Finance

The Wellness Group Richardson, TX

Richardson, TX

Today

$130k+/yr Full time Finance Director Accounting Analytical Skills

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Job Description

The Wellness Group (TWG) is seeking a Director of Finance to lead group-level financial planning, analysis, and consolidated reporting from its Richardson, TX office. This onsite role supports portfolio-wide decision-making by modernizing FP&A and reporting through AI-powered workflows, while partnering closely with finance leaders across divisions.

You will own the cadence of group reporting, strengthen standardization across entities, and build models that inform capital allocation, M&A evaluation, and scenario planning. The position also includes leading and developing a small team of financial analysts and serving as a strategic thought partner to the CFO.

Key Responsibilities

Lead group-level financial planning and analysis, including consolidated budgeting, forecasting, and long range planning across all TWG divisions.
Own the monthly and quarterly consolidated reporting package delivered to the CFO, executive team, and board.
Partner directly with division finance leaders at Wellness Care, ScriptRx, and Scriptful to align local forecasts with group targets.
Build and maintain sophisticated financial models to support M&A evaluation, capital allocation, and scenario planning.
Drive adoption of AI powered tools and workflows across FP&A to accelerate forecasting cycles, automate variance analysis, and surface insights faster than traditional methods.
Standardize financial reporting definitions, chart of accounts mapping, and KPIs across a multi-entity, multi-division structure.
Monitor group-level cash flow, liquidity, and covenant compliance, escalating risks to the CFO proactively.
Support external audit, lender reporting, and board-level financial presentations.
Identify and implement process improvements that increase the speed and accuracy of close, consolidation, and reporting cycles.
Manage and develop a small team of financial analysts, setting a high bar for rigor and initiative.
Serve as a thought partner to the CFO on strategic finance initiatives across the portfolio.

Requirements

CPA designation required.
7+ years of progressive finance experience, including at least 3 years in a leadership role with FP&A or corporate finance scope.
Experience working across multiple business units, entities, or a portfolio company structure is strongly preferred.
Demonstrated fluency in US GAAP and consolidated financial reporting.
Strong, hands-on skills using AI tools for finance applications, such as AI-assisted forecasting, automated reporting, natural language query of financial data, or similar modern FP&A tooling.
Advanced financial modeling ability and command of Excel; experience with ERP or consolidation platforms such as NetSuite, Sage Intacct, or similar.
Track record of translating complex financial data into clear recommendations for non-finance executives and board members.
Excellent communication and stakeholder management skills, with confidence to work directly with division CFOs and controllers.
A builder’s mindset, comfortable creating structure and process where none exists yet.

Technologies

AI powered tools
AI assisted forecasting
Natural language query of financial data
FP&A
Excel
ERP
NetSuite
Sage Intacct
Consolidation platforms

Compensation & Benefits

Pay: From $130,000 per year
401(k) matching
Dental insurance
Disability insurance
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Comprehensive health and dental benefits
Paid vacation and wellness days
Competitive base salary (see pay band research for market context)
A mission-driven environment where your work shapes decisions across the entire portfolio

Role Details

Location: Richardson, TX (Onsite)
Employment type: Full Time, Permanent
Reports to: Chief Financial Officer (CFO)
Work location: In person

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