Director of Finance

Medici•San Antonio, TX

3d•Onsite

About The Position

Dr. Gabi is an AI health companion app that provides personalized health and nutrition guidance, alongside an in-clinic care experience. Medici is seeking a hands-on, strategic, and AI-forward Director of Finance to lead financial operations across Medici and affiliated businesses, including Health by Design. This is broader than a traditional accounting role: the Director will oversee day-to-day finance while partnering with executive leadership on budgeting, forecasting, cash flow management, financial reporting, and strategic decisions. A central focus is using AI, automation, and modern financial technology to streamline accounting, improve reporting accuracy, strengthen controls, and build an efficient, scalable finance function. The role works closely with leaders and teams across the organization, oversees accounting personnel, and coordinates with US-based operations and international accounting teams. It offers the opportunity to grow into a VP of Finance position as the organization expands. The position requires onsite presence at the San Antonio clinic several days per week, with flexibility to travel to the Austin office. The organization describes its culture as high-performing, collaborative, mission-driven, and high-trust, emphasizing ownership, communication, wellness, balance, and independent judgment. Faith is important to the CEO and present in the culture; people of all backgrounds are welcome who align with how the organization works.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
At least 8 years of progressive accounting or finance experience, including financial management or leadership responsibilities.
Strong foundation in accounting principles, financial reporting, budgeting, forecasting, cash flow management, and financial controls.
Experience overseeing accounts payable, accounts receivable, collections, payroll, and month-end close.
Experience partnering with executive leadership to provide financial analysis and strategic recommendations.
Ability to improve financial processes, reporting accuracy, and operational efficiency.
Experience managing or overseeing accounting and finance personnel.
Experience using AI, automation, or financial technology to improve finance and accounting workflows.
Strong analytical, problem-solving, communication, and organizational skills.
Ability to work independently, take ownership of outcomes, and thrive in a fast-paced, growth-stage environment.
Ability to work onsite at the San Antonio clinic several days per week and travel to the Austin office.

Nice To Haves

Experience with accounting and financial management systems; QuickBooks and Bill.com experience preferred.
Experience with multi-entity financial operations, recurring revenue, memberships, subscriptions, or healthcare billing.
CPA, MBA, or similar professional qualification.

Responsibilities

Oversee accounting and financial operations across Medici entities and affiliated businesses, including Health by Design.
Partner with the CEO and executive leadership on financial strategy, budgeting, forecasting, cash flow, and business planning.
Prepare and analyze financial statements, budgets, forecasts, and performance reports to support strategic decisions.
Monitor profitability, operating expenses, revenue trends, and financial performance across business entities.
Manage accounts receivable, including membership billing, service invoicing, payment reconciliation, collections, and account maintenance.
Develop scalable billing and collections processes to improve cash flow and reduce outstanding receivables.
Oversee accounts payable, vendor and contractor payments, employee reimbursements, and Bill.com workflows and approvals.
Maintain accurate financial records and oversee accounting activity in QuickBooks.
Lead month-end and year-end close, including timely reconciliations, accurate reporting, and strong financial controls.
Develop cash flow forecasts, monitor financial obligations, and identify opportunities to improve financial performance.
Use AI, automation, and modern financial technology to streamline accounting workflows, improve reporting, and reduce manual work.
Evaluate and implement financial systems, tools, and process improvements to improve efficiency and scalability.
Oversee payroll coordination and ensure timely, accurate payments for employees and international contractors.
Provide leadership and oversight to accounting personnel and improve communication between US-based operations and international accounting teams.
Partner with external accountants, auditors, and tax advisors as needed.
Collaborate with Operations, Care Concierge, and leadership teams to improve billing accuracy, expense management, and financial reporting.
Identify financial risks, operational inefficiencies, and opportunities to improve profitability and support company growth.