Tolleson Wealth Management · 8 hours ago
Director of Finance
Dallas, TX
Full-time
Onsite
Mid, Senior Level
6+ years expTolleson Wealth Management is a multi-family office and SEC-registered investment advisory firm. The Director of Finance will lead the Financial Planning & Analysis and financial reporting functions, ensuring accurate budgeting, forecasting, and reporting across multiple entities.
BankingConsultingFinancial Services
Responsibilities
Lead FP&A activities across multiple regulated legal entities
Oversee annual budgets, monthly financial reporting and forecasts, long-range planning, and scenario modeling
Maintain and enhance financial models supporting profitability analysis and strategic initiatives
Deliver timely, accurate management, Board and Trust Committee reporting packages with variance analysis and key performance metrics
Serve as the organizational expert for Oracle Hyperion Planning and Budgeting and Oracle NetSuite, driving continuous improvement and data integrity
Oversee the preparation of stand alone and consolidated historical and forecast financial statements at the Tolleson Private Bank, Tolleson Private Trust and Tolleson Wealth Management reporting entity levels
Ensure all reporting meets U.S. GAAP and applicable regulatory standards
Coordinate with the Senior Financial Reporting Analyst to ensure accuracy, completeness, and documentation consistency
Improve financial close efficiency and strengthen internal controls
Responsible for equity accounting and implementation of equity management system (Astrella)
Manage, mentor, and develop the Senior Financial Reporting Analyst
Identify opportunities to streamline workflows, enhance reporting automation, and elevate analytical capabilities and partner with the IT/Business Applications teams and outside consulting firms to execute
Qualification
Required
Bachelor or Master's degree in Accounting, Finance, or MBA with an accounting focus
Active Certified Public Accountant (CPA) license a plus
Minimum 4 years of Big 4 public accounting experience, including managing audit engagement teams
Minimum 2+ years of FP&A industry experience, including hands-on work with Oracle Hyperion Planning and Budgeting
Strong understanding of GAAP, financial reporting, and internal controls within a multi‑entity structure
Advanced Excel and financial modeling skills
Preferred
Experience in banking, trust, wealth management, or investment advisory industries
Exposure to regulatory reporting environments (Federal Reserve, FDIC, state banking regulators, SEC)
Demonstrated ability to lead cross‑functional initiatives and process improvements
Familiarity with data visualization tools (Oracle NetSuite dashboards)
Company
Tolleson Wealth Management
Tolleson Wealth Management is a consulting company that provides banking, bookkeeping and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carter Tolleson
Chief Executive Officer
Eric W. Bennett
Chief Investment Officer, Co-Founder
Recent News
Dallas Business Journal
2025-02-19
The Business Journals
2024-04-08
2024-02-19
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