VP, Finance

🔥 14 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 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

🎯 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 • 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

🏖️ 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