Finance Manager - Dallas

Merit Advisors LLC•Dallas, TX

58d

About The Position

Merit Advisors is a team of expert consultants committed to delivering exceptional customer service and adding value to our clients. We do so by crafting holistic solutions that improve cash flow and add profit back to the bottom line for our clients. With a record of accomplishment spanning over 25 years, Merit offers deep experience in the energy industries. Our Finance Manager 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.
8-10 years of finance management 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.

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.