Director of Finance

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