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Director of Finance and Accounting

Merit Advisors, LLC

What Gives Us Purpose Merit Advisors delivers specialty tax, valuation, and advisory services that help energy companies increase cash flow and unlock value enterprise-wide. For over 25 years, we have served as trusted partners across commodity cycles, supporting companies of every scale—from PE-backed startups to supermajor oil and gas companies. What You’ll Do This is a highly visible position requiring executive presence, strategic thinking, and the operational discipline to maintain precision across both forward‑looking financial analysis and day‑to‑day accounting functions. Responsibilities Serve as the CFO’s strategic partner in driving financial strategy, execution, and decision‑making. Lead and mentor the Finance team, ensuring tasks are executed efficiently using clearly defined processes and automation where applicable. Manage and review Merit’s 3‑statement financial model, forecasts, and analyses to provide real‑time financial information to the CFO and business leaders. Oversee preparation of Board and Executive‑level presentations that provide clear insights and actionable recommendations. Evaluate financial performance across the company, identifying key drivers, risks, and opportunities. Provide forward‑looking analysis supporting M&A, growth initiatives, and long‑term investments. Anticipate business issues, conduct ad‑hoc analyses, and present clear solutions to the CFO and executive team. Guide the development and refinement of dashboards, KPIs, and scorecards providing key business metrics. Oversee analysis of the firm’s revenue pipeline and performance across practice lines, ensuring alignment with strategic goals. Manage the preparation of accounting information necessary for accurate financial reporting. Identify opportunities to streamline and automate accounting and reporting functions through the use of internal software and artificial intelligence. Oversee the monthly accounting close to ensure close deadlines are met. Prepare monthly, quarterly, and annual financial and management reports, providing management with information vital to the decision‑making process. Direct the company’s accounting function, including oversight of payroll and treasury functions (accounts receivable, accounts payable, and cash management). Maintain GAAP compliance for the company’s accounting practices and procedures. Oversee and coordinate tax filings and regulatory compliance. Manage the year‑end close, preparing annual financial statements, annual audit, and compiling required audit schedules and reconciliations. Manage the annual budgeting process, including directing team members on historical research and future estimation, incorporating final budgets into Merit’s ERP system, and ensuring the budget schedule stays on track. Analyze and interpret trends requiring management’s attention. Review and recommend modifications to systems, procedures, and internal controls. Assist in acquisitions, integrations, and system implementations as needed. Who You Are Experienced finance and accounting leader with a strong track record supporting or partnering directly with a CFO or executive team. Deep expertise across both FP&A and accounting operations, with equal comfort in forward‑looking financial strategy and GAAP‑compliant reporting. Exceptional critical thinking skills and ability to translate complex financial and accounting data into clear, actionable recommendations. Strong executive presence and confident presentation skills to senior leadership, boards, and external stakeholders. Thrives in a fast‑paced, dynamic environment while maintaining precision, accuracy, and adherence to deadlines. Detail‑oriented and big‑picture minded—capable of rolling up your sleeves when needed, while always keeping strategy front and center. Hands‑on experience with ERP systems, accounting software, and automating financial and accounting functions. What You Bring Bachelor’s degree in Accounting, Finance, Economics, or related field from a top four‑year college or university; MBA or advanced degree is a plus. CPA certification. 7–10+ years of combined finance and accounting leadership experience, with demonstrated success in FP&A, corporate strategy, and/or controller‑level accounting. Direct experience managing finance and/or accounting teams and partnering closely with CFOs or executive leadership. In‑depth knowledge of GAAP compliance and financial reporting requirements. Advanced skills in Excel, PowerPoint, and financial modeling; strong ERP systems acumen. Experience with BI tools and accounting software packages is a plus. Proven ability to work cross‑functionally and manage multiple priorities in a growth environment. What We Provide In addition to a competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), Merit offers company‑sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance. #J-18808-Ljbffr

Vacancy posted 2 days ago
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