Director of Finance - Dallas

Merit Advisors•Dallas, TX

About The Position

Merit Advisors is a fast-growing consulting firm built on 25+ years of experience helping companies in the energy, industrial, and construction sectors improve cash flow and uncover hidden value. Our team of expert consultants combines technical insight with a client-first approach to deliver real financial impact—and we’re continuing to expand our reach and talent to support that mission. Our Director of Finance will manage Merit’s Finance team and report directly to the CFO, providing analytical and strategic support to Executive Leadership and the Board of Directors. This role goes beyond managing the reporting and financial modeling functions—you’ll be responsible for reviewing and completing major projects, and guiding a team to deliver high-quality analysis and recommendations supporting Merit’s strategic vision. You will play a critical role in shaping financial strategies, supporting executive decision-making, and serving as a key liaison with the leadership team. This is a highly visible position with direct impact on the company’s performance, requiring executive presence, strategic thinking, and the ability to anticipate challenges and opportunities before they arise.

Requirements

Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, Economics, or related field (MBA or advanced degree is optional) from a top four-year college or university.
8+ years of finance leadership experience, with demonstrated success in FP&A, corporate strategy, or related areas.
Direct experience managing finance teams and partnering closely with CFOs or executive leadership.
Advanced skills in Excel, PowerPoint, and financial modeling; experience with BI tools and accounting software is a plus.
Strong business acumen with a track record of driving financial performance and supporting growth initiatives.
Are a proven finance leader with experience supporting or partnering directly with a CFO or executive team.
Have strong leadership skills and enjoy mentoring, delegating, and empowering finance professionals.
Possess exceptional critical thinking skills and can translate complex financial insights into clear, actionable recommendations.
Have strong executive presence and can confidently present to senior leadership and boards.
Thrive in a fast-paced, dynamic environment while maintaining precision, accuracy, and strategic focus.
Are both detail-oriented and big-picture minded—capable of rolling up your sleeves when needed, while always keeping strategy front and center.

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 delegated appropriately and executed with excellence.
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.
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.
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.