- Senior
- Optionales Büro in San Antonio
Position Overview
We are seeking a highly analytical, strategic, and proactive Director of Finance to join our corporate finance team at Amerivet – this role will own Ops Finance and Corporate Finance. The ideal candidate will possess the expertise to drive results and hit the ground running and have prior experience working in a Private Equity or Investment Banking background. This is a role for an established professional ready to take on significant responsibilities, a strategic thinker and a thought partner to the VP of Finance, someone who is eager to build the future of our Finance function and obsessed with creating strong process that drive discipline and create clarity. The successful candidate will bring a management consulting mindset to the team, challenging the status quo and helping to innovate our processes, the way we think about KPIs, and strategy.
In this role, you will partner with the SVP of Finance to build the future of our Finance function. You are equal parts: a. a thought partner - someone who can challenge ideas constructively and contribute to high-level strategy and b. have strong predisposition to drive results and hit the ground running with the upmost professional ethic and functional ownership. This is not a developmental role but rather a role for someone with proven experience who wants to expand the scope of his/her professional experience to a much bigger audience and with bigger impact.
Duties & Responsibilities
Financial Planning & Analysis
- Design and execute the company's annual operating budget, quarterly forecasts, and long-range strategic financial plans, ensuring alignment with corporate objectives and growth initiatives.
- Establish Operational Goals that translate Budget plans into quarterly and monthly low level goals by teams.
- Own the enterprise-wide financial planning calendar, driving accountability for timely, accurate deliverables and fostering transparent communication across all business units.
- Support financial planning and modeling of Business Development transactions.
- Work with the SVP of Finance to evolve forecasting methodologies for critical KPIs driving the business.
Performance Management & Business Partnership
- Lead monthly operating reviews for all operating regions to drive financial planning and performance management.
- Drive field financial planning, monthly performance analytics, action planning, and decision support.
- Serve as a strategic finance partner to operational leadership, providing data-driven insights.
Team Leadership & Collaboration
- Develop and coach our existing Finance team. You are someone who has a strong passion for managing people and a commitment to build leaders. You are experienced in coaching others for success and providing clear action driven feedback.
- Enable the team to become strong partners within the organization to the functional leaders we support. You are obsessed for producing high quality outputs that bring clear insight vs. reporting.
- Serve as a strategic thought partner on high-impact initiatives, driving scenario planning, investment analysis, and resource optimization to support long-term value creation.
Strategic Initiatives
- Support the implementation of future systems required for upgrading our Finance capabilities. You are either experience or can quickly develop mastery in Workday, Adaptive, and other tools
- Assist in financial modeling on an adhoc basis.
- You will own the development of presentations for Board reviews, monthly business reviews, and so on. We are looking for someone who has the ability to create energy and clarity through storytelling and knows how to use think cell and other visualization tools to tell stories for success.
- Financial analysis – Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
Requirements & Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred).
- 8-10 years of total Finance experience with 3-5-years of experience at desired level in in Private Equity, investment banking, or management consulting and producing “client ready” work and marketing materials.
- Experience leading financial planning and performance management processes and advanced financial modeling and data analysis skills.
- Proficiency in Excel should be advance. Ideal proficiency in SQL, Power BI, and financial planning software.
- Experience in healthcare finance, multi-location services, or private equity-backed situations is a plus.
- Strong problem-solving and consultative skills. You have a very strong sense of ownership and a very high drive and energy.
- Demonstrated ability to lead financial system upgrades and process automation.
- Hands-on, entrepreneurial mindset with a collaborative leadership style.
- Strong familiarity with private equity backed value creation strategies focused on EBITDA growth and exit planning
- Success here is a team sport. We're looking for someone who is not only brilliant and ambitious but also a true collaborator. You'll need the humility to understand that our shared success is more important than personal accolades. If you enjoy building relationships and working with others to achieve big goals, you'll thrive here
At AmeriVet, we’re committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here’s what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
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