Richardson, TX

Finance Jobs in Richardson, TX

3 jobs found

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7d ago

Finance, Senior Manager

RealPage, Inc. Richardson, TX

Richardson, TX

7d ago

$107k - $182k/yr Full time Manager Senior Budget Management

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Job Description

RealPage, Inc. is a PE-backed SaaS organization operating in a fast-moving growth environment, and this role will sit at the intersection of finance, strategy, and execution. As a senior-level finance leader, you will partner with executive leadership and the Payments Business Unit to translate value-creation priorities into measurable financial plans, models, and performance management.

Role Overview

Serve as the primary finance partner to Payments Business Unit leadership, supporting strategy, investment decisions, and operational execution.
Translate business strategy and PE value-creation objectives into actionable financial plans, performance targets, and reporting rhythms.
Drive financial performance and value creation using planning, forecasting, modeling, and analysis tied to SaaS metrics and multi-family industry economics.

Key Responsibilities

Provide financial modeling and ROI analysis for growth initiatives, cost optimization, product investments, and go-to-market strategies.
Support executive decision-making with clear, data-driven insights and narratives.
Lead annual budgeting, rolling forecasts, and long-range planning for assigned business units in a PE operating cadence.
Own and enhance SaaS financial models covering ARR, MRR, churn, CAC, LTV, gross margin, and unit economics.
Analyze performance drivers, variances, and trends with focus on EBITDA, cash flow, and scalability.
Develop dashboards and reporting to track financial and operational KPIs aligned to PE objectives.
Partner with Product, Sales, and Revenue Operations on pricing, packaging, and monetization strategies.
Evaluate customer segmentation, retention, and lifetime value across multi-family housing portfolios.
Support deal structuring, contract analysis, and revenue recognition considerations.
Incorporate industry dynamics including unit-based pricing models, property counts, seasonality, and regulatory considerations.
Build financial rigor through scalable processes; partner closely with Accounting on close processes, accruals, and financial accuracy.
Support applicable M&A activity, integrations, and post-acquisition performance tracking.
Identify and execute opportunities for margin expansion, cost efficiency, and operational leverage.
Collaborate across Sales, Product, Marketing, Customer Success, Operations, and Accounting to drive outcomes.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
5+ years of progressive finance experience, including strategic FP&A and business partnership roles.
2+ years of experience in SaaS or recurring-revenue business models.
Proven ability to support senior executives and influence business strategy.
Deep understanding of SaaS metrics and unit economics.
Advanced financial modeling, forecasting, and analytical skills.
Strong executive-level communication and presentation capabilities.

Benefits

Health, dental, and vision insurance
Retirement savings plan with company match
Paid time off and holidays
Professional development opportunities
Performance-based bonus based on position

Preferred Background

Experience in PropTech, real estate technology, the multi-family housing industry, Rewards, or SaaS
Prior experience supporting M&A, integrations, or value-creation initiatives

Location and Compensation

Location: Richardson, TX 75082 (onsite)
Salary: USD 106,900 - 181,900 per year

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1mo ago

Director of Finance

The Wellness Group Richardson, TX

Richardson, TX

1mo ago Closed

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

This position is no longer accepting applications (closed Sep 30, 2026).

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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3mo ago

Director, Financial Benefit & Payroll Accounting, Compliance and Investment Oversight

Health Care Service Corporation Richardson, TX

Richardson, TX

3mo ago Closed

$133k - $248k/yr Full time Finance Director Senior Accounting

This position is no longer accepting applications (closed Jul 3, 2026).

Job Description

Based in Richardson, Texas with a hybrid work arrangement, the Director of Financial Benefit & Payroll Accounting, Compliance and Investment Oversight leads the strategic management of payroll, financial benefit accounting, compliance, and investment oversight within a large, multi-program environment. The role collaborates with internal leadership, external auditors, regulators, trustees, actuarial firms, record keepers, and investment managers to safeguard financial integrity and deliver transparent, compliant reporting. Compensation ranges from USD 133,400 to 247,700 per year.

Responsibilities

Direct payroll accounting operations and supervise staff to ensure cohesive coverage of Payroll Accounting and Compliance Oversight, with effective internal relationships between staff and customers.
Ensure adherence to federal, state, and international payroll tax requirements, internal controls, and audit standards.
Oversee Benefits Financial Management for both qualified and nonqualified plans, including pension and 401(k), ensuring timely recognition of expenses and liability reporting.
Lead coordination with internal and external auditors and regulators to validate payroll, benefits, and investment compliance; supervise filings such as Form 5500 and Summary Annual Reports (SAR).
Collaborate with Treasury, Trustees, investment managers, monitors, and actuarial firms to align financial strategy with funding and plan requirements.
Partner with Treasury, Financial Reporting, Budgeting, HR, and other business units to provide forecasting, insights, and compliance guidance on payroll and benefits costs, including allocation and chargeback processes.
Drive automation and modernization of payroll accounting and compliance systems; maintain financial databases and ensure accuracy of statistical, management, and government reporting.
Coordinate efforts between internal and external auditors to address procedures, controls, compliance, and reporting requirements.
Coordinate with recordkeepers and monitor consultants to maintain alignment of investment policy and practices; participate in investment allocation and manager selection processes.
Collaborate with outside actuarial firms, record keepers, vendors, and trustees as appropriate for plan administration.
Partner with Treasury, Financial Reporting, and Financial Benefit Admin on ad hoc research and reporting needs.
Forecast, calculate, record-keep, and monitor all corporate fringe benefit pool budgets, including active employee, retiree, and health pools.
Oversee the timely processing of benefit deductions payments to vendors using defined accounts; develop automated systems for processing qualified benefit plan data and interfaces to internal and external financial systems and vendors.
Maintain statistical records of all benefit payments for company analysis and government reporting; manage forecasting, calculations, and monitoring of fringe pool budgets.
Ensure accurate recording of accounting entries for benefit expenses and liabilities across divisions’ fringe pools, including reporting and budget analysis.
Direct all benefit expense data processes, including accumulation, reconciliation, and verification.
Develop and maintain the Medicare D Drug Subsidy database; support subsidiary companies during audits.
Oversee control, record-keeping, monitoring, and safeguarding of all financial aspects of Pension Plan and 401(k) Plan activity for plan participants, including contributions, distributions, loans, benefit computations, anti-discrimination testing, compliance, accounting reconciliation, and government reporting; provide analytical documentation on investments.
Oversee the reconciliation of benefit liability accounts and ensure proper reporting to Financial Reporting, including preparation of Form 5500 and SAR filings.
Develop and maintain knowledge of related financial systems and cloud-based financial platforms.

Requirements

Bachelor’s Degree with emphasis in Mathematics or Accounting
Minimum 10 years of experience in employee benefits administration and or payroll accounting and compliance
Five years of proven supervisory experience
Proven experience in payroll tax compliance, accounting reconciliations, and audit coordination
Strong analytical abilities and financial acumen
Excellent organizational skills with experience managing multiple projects simultaneously
Clear verbal and written communication skills, with attention to grammar, precision, and audience-appropriate detail
Proficiency with PC tools, including Microsoft Excel and Word

Technologies

Microsoft Excel
Microsoft Word

Preferred Qualifications

Master’s Degree in Business, Accounting, Finance, or Business Analytics
Professional designations such as CPA, CFP, or CFA
Experience in employee training and mentoring
Experience with cloud-based financial systems and HR platforms
Experience with claim/membership systems and documentation processes

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Finance Jobs in Richardson, TX

Finance, Senior Manager

Director of Finance

Director, Financial Benefit & Payroll Accounting, Compliance and Investment Oversight

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