Director of Finance

Why This Role

Big 4 background and strong technical accounting experience. Ready for more ownership?

This is a high-visibility finance leadership role supporting a well-known ultra-high-net-worth wealth, banking, and trust platform. You’ll sit close to the CFO, own FP&A and reporting across multiple regulated entities, and help shape how leadership makes decisions.

If you want complex, meaningful work without insane hours, this role hits the sweet spot.

• Lead FP&A across multiple regulated legal entities
• Own budgeting, forecasting, long-range planning, and scenario modeling
• Oversee consolidated and stand‑alone financial reporting
• Deliver executive, Board, and Trust Committee reporting with clear insights
• Act as the go‑to expert for Oracle Hyperion Planning & Budgeting and Oracle Net Suite
• Improve close efficiency, reporting automation, and internal controls
• Lead equity accounting and equity system implementation
• Manage and develop a Senior Financial Reporting Analyst

• True blend of technical accounting + FP&A
• Direct partnership with CFO and Controller
• Exposure to wealth management, private banking, and trust operations
• Sophisticated environment trusted by Dallas’ ultra‑wealthy families
• In‑office culture that treats people like adults

• Degree in Accounting or Finance (CPA a plus)
• 4+ years Big 4 public accounting (audit leadership experience)
• 2+ years FP&A experience in industry
• Strong GAAP, multi‑entity reporting, and internal controls knowledge
• Experience in banking, trust, wealth management, or investment advisory preferred
• Advanced Excel;
  Hyperion and Net Suite experience strongly preferred