VP, Finance

Location: Alpharetta, GA (HQ); EST or CDT time zone (required)

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with over 90 locations across the country, Merit balances tactical advice with innovative strategy. Our 470 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by Investment News and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40.

As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

• 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.

• FP&A and Treasury Leadership
• 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.
• Board, Sponsor, and Executive Stakeholder Reporting
• 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…