AI-Driven Director of Finance

Medici; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Discounts on IV therapy

M-Sculpt discounts

Free onsite yoga

Catered healthy lunches

Job summary

Medici, a modern Executive Health Center and technology company, seeks a hands-on Director of Finance to lead financial operations across Medici and Health by Design. This AI-forward role drives budgeting, forecasting, cash flow, reporting, and strategic planning with automation at its core.

The position requires onsite presence at the San Antonio clinic several days per week, with travel to the Austin office as needed, and growth into a VP of Finance as the company scales.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 8+ years of progressive accounting or finance experience with leadership responsibilities.
• Experience overseeing AP/AR, payroll, and month-end close.
• Experience partnering with executives for financial analysis and strategic recommendations.
• Experience leveraging AI, automation, or fintech to improve workflows.
• CPA, MBA or similar qualification preferred but not required.

Responsibilities

• Oversee accounting and financial operations across multiple Medici entities and affiliated businesses.
• Partner with CEO and leadership on budgeting, forecasting, cash flow, and business planning.
• Prepare and analyze financial statements, budgets, forecasts, and performance reports.
• Monitor profitability, expenses, revenue trends, and overall financial performance.
• Manage accounts receivable including membership billing and invoicing.
• Develop scalable billing and collections processes to improve cash flow.
• Oversee accounts payable, vendor and contractor payments, and Bill.com workflows.
• Maintain accurate financial records and oversee QuickBooks activity.
• Lead month-end and year-end close with strong controls.
• Develop cash flow forecasts and identify opportunities to improve performance.
• Leverage AI and automation to streamline workflows and reporting.
• Evaluate and implement financial systems and process improvements.
• Oversee payroll coordination for employees and international contractors.
• Provide leadership to accounting staff and coordinate with international teams.
• Collaborate with external accountants, auditors, and tax advisors.
• Drive profitability improvements and support company growth.

Skills

Analytical thinking

Strategic thinking

Strong communication

Leadership

Problem-solving

Education

Bachelor's degree in Accounting or Finance

CPA, MBA or similar preferred

Tools

QuickBooks

Bill.com

ERP systems

Job description

Medici, a modern Executive Health Center and technology company, seeks a hands-on Director of Finance to lead financial operations across Medici and Health by Design. This AI-forward role drives budgeting, forecasting, cash flow, reporting, and strategic planning with automation at its core.

The position requires onsite presence at the San Antonio clinic several days per week, with travel to the Austin office as needed, and growth into a VP of Finance as the company scales.