Director of Finance

Company Summary: Medici is a modern Executive Health Center and technology company focused on revolutionizing the healthcare experience. At our flagship clinic, we deliver premium, prevention-first executive health exams powered by advanced diagnostics and AI-driven insights. We are also the creators of Dr. Gabi, a groundbreaking AI health companion app designed to put the world’s smartest, kindest doctor in everyone’s pocket—delivering personalized health and nutrition guidance 24/7. Our mission is to create a world where proactive, deeply personal care is accessible to all—through both a luxury in-clinic experience and transformative technology.

About the Role: We are seeking a hands-on, strategic, and AI-forward Director of Finance to lead and strengthen financial operations across Medici and its affiliated businesses, including Health by Design. This is not a traditional back-office accounting role.The Director of Finance will oversee day-to-day financial operations while partnering closely with executive leadership on budgeting, forecasting, cash flow management, financial reporting, and strategic business decisions. A critical part of this role is actively leveraging AI, automation, and modern financial technology to streamline accounting processes, improve reporting accuracy, strengthen financial controls, and build a more efficient and scalable finance function. The ideal candidate combines strong accounting expertise with strategic financial leadership and a demonstrated ability to identify, implement, and optimize AI-driven solutions across financial operations. We are looking for someone who embraces emerging technologies, challenges traditional processes, and takes ownership of both financial performance and operational improvements. This role offers the opportunity to grow into a VP of Finance position as the organization expands. This position requires onsite presence at our Austin clinic several days per week, along with the flexibility to travel to our San Antonio office, where the majority of our finance team is based. The ideal candidate values in-person collaboration and is comfortable working closely with teams across both locations. Benefits: We offer a comprehensive benefits package, including health, dental, and vision insurance, and paid time off. Team members also enjoy access to unique perks such as discounts on IV therapy and M-Sculpt sessions, free onsite yoga, and catered healthy lunches.

Key Responsibilities:

• Oversee accounting and financial operations across multiple 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 financial performance reports to support strategic decision-making.

• 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 and maintain scalable billing and collections processes to improve cash flow and reduce outstanding receivables.

• Oversee accounts payable, vendor payments, contractor payments, employee reimbursements, and Bill.com workflows and approvals.

• Maintain accurate financial records and oversee accounting activity within QuickBooks.

• Lead month-end and year-end close processes, ensuring timely reconciliations, accurate reporting, and strong financial controls.

• Develop cash flow forecasts, monitor financial obligations, and identify opportunities to improve financial performance.

• Leverage AI, automation, and modern financial technology to streamline accounting workflows, improve reporting, and reduce manual processes.

• Evaluate and implement financial systems, tools, and process improvements to support operational efficiency and scalability.

• Oversee payroll coordination and ensure timely and accurate payments for employees and international contractors.

• Provide leadership and oversight to accounting personnel while improving 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.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.

• 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.

• Demonstrated experience overseeing accounts payable, accounts receivable, collections, payroll, and month-end close.

• Experience partnering with executive leadership to provide financial analysis and strategic recommendations.

• Proven ability to improve financial processes, reporting accuracy, and operational efficiency.

• Experience managing or overseeing accounting and finance personnel.

• Demonstrated experience leveraging AI, automation, or financial technology to improve finance and accounting workflows.

• Strong analytical, problem-solving, communication, and organizational skills.

• 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 preferred.

• CPA, MBA, or similar professional qualification preferred, but not required.

• Ability to work independently, take ownership of outcomes, and thrive in a fast-paced, growth-stage environment.

Our Culture

• Medici is a high-performing team that genuinely enjoys working together. We care deeply about our mission and about each other. We value personal ownership, strong communication, and supporting one another’s growth. Health and wellness are part of our culture—both professionally and personally. Team gatherings have included yoga and sound bath sessions, trying new fitness classes together,playing pickleball and bowling together, and sharing farm-to-table dinners. We’re ambitious and driven, but we also believe in balance, connection, and building a company we’re proud of. We’re a high-trust team. Leadership is supportive and available, but we don’t micromanage—this role requires strong judgment, follow-through, and comfort working independently.
• We’re also values-driven, and faith is important to our CEO and present in our culture; we welcome people of all backgrounds who align with how we work.

Important: This is a confidential search. All candidate submissions and inquiries must go through Elizabeth Barriga. Please do not contact members of the executive team regarding this role. Doing so may result in disqualification from consideration.

All Agency and candidate engagement is through Elizabeth Barriga: [email protected]