VP, Finance

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 21%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Merit Financial Advisors

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1998

💸 Finance

🛡️ Assurance

💰 Secondary market en 2025-08

Finance • Insurance

Merit Financial Advisors est une société américaine de conseil en investissement et de gestion de patrimoine enregistrée auprès de la SEC, qui offre une planification financière complète, des services de gestion de patrimoine, de retraite et fiscaux, ainsi que la planification d'assurance pour les particuliers, les familles et les entreprises. L'entreprise se positionne en tant que fiduciaire et propose des services pour les transitions de vie (retraite, divorce, changement de carrière, veuvage), des solutions de retraite d’employeur et des successions d’entreprises ; elle déclare gérer 24,69 milliards de dollars d’actifs, plus de 26 000 ménages, plus de 350 membres d’équipe et plus de 55 bureaux (au 1er janvier 2026). Merit met l'accent sur une philosophie d'investissement axée sur le client et orientée vers les objectifs, avec une structure tarifaire progressive pour les services de conseil.

Description

• Lead Merit Financial Advisors' FP&A and Treasury functions, reporting to the CFO • Build the Company's future-state finance operating model across FP&A, treasury and liquidity management, strategic finance, business performance and management reporting, capital planning, and finance transformation • Develop scalable, technology-enabled planning, forecasting, treasury, and analytical capabilities • Oversee liquidity management, cash forecasting, lender compliance, credit facility and cap table administration, 13-week cash flow modeling, covenant compliance, and debt service • Support debt and equity financing, refinancing, investor and creditor diligence, liquidity strategy, leverage management, and capital structure planning • Lead Board, Sponsor, executive, lender, investor, and shareholder reporting and presentation materials • Partner with Accounting, Treasury, FP&A, Technology, Data, Operations, Corporate Development, Legal, HR, and executive leadership • Lead budgeting, forecasting, long-range planning, management reporting, budget-to-actual analysis, KPI reporting, operational scorecards, and executive dashboards • Develop enterprise financial models, scenario and sensitivity analysis, risk modeling, strategic planning, and forward-looking analysis • Partner with the CFO and CTO on finance systems modernization, chart of accounts redesign, reporting hierarchy, KPI structure, planning architecture, automation, data quality, integration, governance, and reporting infrastructure • Oversee M&A financial modeling, acquisition underwriting support, post-acquisition performance tracking, and actual-vs.-model reporting • Oversee organic growth and office performance reporting, revenue analysis, growth channel ROI, operating expense and human capital budgeting, and budget-to-actual reporting • Manage FP&A and Treasury leadership roles and analytical resources, including coaching, performance management, succession planning, recruiting, hiring, and onboarding

🎯 Exigences

• 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 • 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 • Experience implementing finance transformation initiatives, including reporting platforms, planning systems, BI/dashboarding tools, or enterprise performance management frameworks • Experience partnering with Technology, Data, or Systems teams on automation and data quality • Experience supporting Board, Sponsor, lender, investor, shareholder, and executive-level reporting required • Advanced Excel, financial modeling, reporting, planning, analytical, and executive presentation capabilities required

🏖️ Avantages

• 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

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