Head of Finance

November 4, 2020
Dallas, TX
Job Type


The Director of Finance will report to the COO and run finance  operations.  


Day to Day Finance

  • Be responsible for all aspects of FP&A, including AR/AP/Payroll - both hands-on and in collaboration with consultants and vendors
  • Lead the planning and forecasting processes in partnership with our Leadership team, and own all related board communications
  • Partner with our senior leadership team to develop the long-term operating model and drive the strategic steps to get there
  • Manage equity awards and Carta account
  • Manage cash, debt, and the associated bank accounts, etc.
  • Own revenue operations (evaluating payment processing vendors, collections strategy, etc.) 
  • Start hands-on for strategy and execution, then grow a team when the time is right
  • Manage taxes, state registrations, etc. 

Strategic Projects

  • Build out insurance contracting, revenue cycle and billing/claims operations
  • Work across departments to provide data analysis and modeling support 


  • 5+ years of FP&A, finance, and accounting experience
  • Ability and desire to be hands-on until we need to grow the team
  • A data-driven approach to decision making, with advanced analytic, modeling, and forecasting skills
  • Start-up readiness - you are scrappy and ready to wear a lot of hats, even those not listed above
  • Bonus points: CPA
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