Director of Finance and Accounting

• Serve as the CFO’s strategic partner in driving financial strategy, execution, and decision-making.
• Lead and mentor the Finance team, ensuring tasks are executed efficiently using clearly defined processes and automation where applicable.
• 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.
• 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.
• 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.

• Manage the preparation of accounting information necessary for accurate financial reporting.
• Identify opportunities to streamline and automate accounting and reporting functions through the use of internal software and artificial intelligence.
• Oversee the monthly accounting close to ensure close deadlines are met.
• Prepare monthly, quarterly, and annual financial and management reports, providing management with information vital to the decision-making process.
• Direct the company’s accounting function, including oversight of payroll and treasury functions (accounts receivable, accounts payable, and cash management).
• Maintain GAAP compliance for the company’s accounting practices and procedures.
• Oversee and coordinate tax filings and regulatory compliance.
• Manage the year-end close, preparing annual financial statements, annual audit, and compiling required audit schedules and reconciliations.
• Manage the annual budgeting process, including directing team members on historical research and future estimation, incorporating final budgets into Merit’s ERP system, and ensuring the budget schedule stays on track.
• Analyze and interpret trends requiring management’s attention.
• Review and recommend modifications to systems, procedures, and internal controls.
• Assist in acquisitions, integrations, and system implementations as needed.

• Are an experienced finance and accounting leader with a strong track record supporting or partnering directly with a CFO or executive team.
• Bring deep expertise across both FP&A and accounting operations, with equal comfort in forward-looking financial strategy and GAAP-compliant reporting.
• Possess exceptional critical thinking skills and can translate complex financial and accounting data into clear, actionable recommendations.
• Have strong executive presence and can confidently present financial results and strategy to senior leadership, boards, and external stakeholders.
• Thrive in a fast-paced, dynamic environment while maintaining precision, accuracy, and adherence to deadlines.
• Are both detail-oriented and big-picture minded—capable of rolling up your sleeves when needed, while always keeping strategy front and center.
• Bring hands-on experience with ERP systems, accounting software, and automating financial and accounting functions.

• Bachelor’s degree in Accounting, Finance, Economics, or related field from a top four-year college or university; MBA or advanced degree is a plus.
• CPA certification.
• 7–10+ years of combined finance and accounting leadership experience, with demonstrated success in FP&A, corporate strategy, and/or Controller-level accounting.
• Direct experience managing finance and/or accounting teams and partnering closely with CFOs or executive leadership.
• In-depth knowledge of GAAP compliance and financial reporting requirements.
• Advanced skills in Excel, PowerPoint, and financial modeling; strong ERP systems acumen.
• Experience with BI tools and accounting software packages is a plus.
• Proven ability to work cross-functionally and manage multiple priorities in a growth environment.

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