VP, Finance

Merit Financial Advisors • Alpharetta, GA

1d • Onsite

About The Position

The VP, Finance leads Merit Financial Advisors' FP&A and Treasury functions, reporting to the CFO and partnering with Accounting leadership, the Chief Technology Officer, and business stakeholders to build the Company's future-state finance operating model — spanning FP&A, treasury and liquidity management, strategic finance, business performance and management reporting, capital planning, and finance transformation. This role will build scalable, tech-enabled planning, forecasting, treasury, and analytical capabilities that give management, the Board, Sponsors, lenders, and investors timely, insightful and actionable information to drive decision making. The role will help modernize Finance through reporting automation, dashboard development, chart of accounts redesign, and enhanced scenario and long-range planning.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required
• MBA, CPA, CFA, or other advanced finance credential preferred
• Preferably 7–10+ years of progressive experience in FP&A, Treasury, strategic finance, corporate finance, investment banking, transaction advisory, or private equity portfolio-company finance, with demonstrated experience leading FP&A and/or Treasury teams in a private equity-backed, acquisition-oriented, or high-growth environment.
• Wealth management experience preferred.
• Experience developing budgeting, forecasting, long-range planning, and KPI/management reporting capabilities, and implementing finance transformation initiatives — reporting platforms, planning systems, BI/dashboarding tools, or enterprise performance management frameworks — including partnering with Technology, Data, or Systems teams on automation and data quality.
• Experience supporting Board, Sponsor, lender, investor, shareholder, and executive-level reporting required
• Experience in multi-entity, private equity-backed, financial services, wealth management, or similarly complex organizations preferred.
• Advanced Excel, financial modeling, reporting, planning, analytical, and executive presentation capabilities required.

Nice To Haves

• MBA, CPA, CFA, or other advanced finance credential
• Wealth management experience
• Experience in multi-entity, private equity-backed, financial services, wealth management, or similarly complex organizations

Responsibilities

• Lead and develop the Company's FP&A and Treasury functions, including oversight of the Manager, FP&A – Growth; Manager, FP&A – Performance; Manager, Treasury; and related analyst resources. Establish organizational priorities, operating cadences, and governance and review processes across FP&A and Treasury, and build a high-performing, accountable team — driving talent development, performance management, and succession planning.
• Oversee treasury operations — liquidity management, cash forecasting, lender compliance, and credit facility and cap table administration — including strategic oversight of the 13-week cash flow model, covenant compliance, and debt service. Support debt and equity financing, refinancing, and related investor/creditor diligence; partner with the CFO on liquidity strategy, leverage management, and capital structure planning; and ensure treasury processes remain documented, controlled, and scalable as the Company grows.
• Lead preparation of Board, Sponsor, executive, lender, investor, and shareholder reporting and presentation materials, delivering financial insights, strategic recommendations, and forward-looking guidance, and ensuring materials are accurate, timely, transparent, and aligned to stakeholder needs.
• Serve as a strategic finance partner across Accounting, Treasury, FP&A, Technology, Data, Operations, Corporate Development, Legal, HR, and executive leadership; build relationships with lenders, investors, and Sponsors; and support special projects and transformation efforts as directed by the CFO.
• Lead budgeting, forecasting, and long-range planning — including the Company's future-state planning framework spanning office-level, departmental, human capital, revenue, and acquisition-related planning — and oversee monthly, quarterly, and annual management reporting, budget-to-actual analysis, and forecast updates.
• Ensure timely identification and communication of business performance trends, risks, and opportunities, and lead development of management reporting packages, KPI reporting, operational scorecards, and executive dashboards.
• Lead development of enterprise financial models and enhanced scenario, sensitivity, and risk modeling to support growth initiatives, acquisitions, capital allocation decisions, and operating plans, and oversee long-range strategic planning and forward-looking analysis — ensuring these capabilities effectively support executive, Board, Sponsor, lender, and investor decision-making.
• Partner with the CFO and Chief Technology Officer to design and implement the Company's future-state finance operating model, evaluating and implementing planning, forecasting, reporting, dashboarding, and business intelligence tools, and redesigning the chart of accounts, reporting hierarchy, KPI structure, and planning architecture.
• Drive automation of recurring reporting, planning, forecasting, and treasury processes, partnering with Technology, Data, and Accounting to improve data quality, integration, governance, and reporting infrastructure.
• Oversee M&A financial modeling, acquisition underwriting support, post-acquisition deal performance tracking, and actual-vs.-model reporting, partnering with Corporate Development and executive leadership on acquisition evaluation and integration planning.
• Oversee organic growth and office performance reporting — revenue analysis, growth channel ROI, departmental operating expense and human capital budgeting, and budget-to-actual reporting — integrated into the broader FP&A operating model.
• Directly manages FP&A and Treasury leadership roles and related analytical resources, setting performance expectations and succession plans, providing coaching and technical guidance, and participating in recruiting, hiring, and onboarding as the Finance organization scales.

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Manager