Vice President, Finance

Role Responsibilities

Meru LLC is seeking an experienced Vice President of Finance to serve as a senior financial leader for the firm. This individual will be responsible for the full scope of the firm’s financial operations, including reporting, accounting, treasury, compensation administration, and systems. The VP Finance reports directly to the COO and has direct management responsibility for the Director of Finance and Staff Accountant, with broader leadership across all finance functions.

This role also provides critical support for risk management and contracting across the firm.

The following is a list of areas of focus and is not meant to be exhaustive. Some of these duties may be delegated, and there may be additional tasks and areas of responsibility consistent with a lead finance and accounting role at a professional services firm.

• Oversee preparation and delivery of monthly, quarterly, and annual financial reporting packages, including P&L, balance sheet, and cash flow statements.
• Maintain and continuously improve the firm’s financial reporting infrastructure within Net Suite and connected BI tools (Power BI).
• Produce variance analyses, KPI dashboards, and executive-level commentary for leadership review.
• Lead the annual budgeting and forecasting process in partnership with service line leads and the COO.

• Oversee the general ledger, chart of accounts, and month-end close process, ensuring accuracy and timeliness, in close coordination with Aprio (external bookkeeping and tax).
• Manage accounts payable, accounts receivable, and client billing operations across Fixed Fee, T&M, and Capital Advisory engagements.
• Ensure compliance with GAAP (future state – revenue recognition under ASC 606 and leases under ASC 842).
• Coordinate federal and state tax filings; manage estimated tax payments, 1099 reporting, and multi-state apportionment requirements.
• Maintain robust internal controls, including bank account segregation of duties, and other fraud prevention protocols.

• Coordinate vendor invoices with the payment processing queue.
• Ensure appropriate owner review and approval prior to payment.
• Prepare and send weekly AP report to the COO for review and payment authorization.
• Ensure effective communication with vendors and strategic partners regarding payment status updates.

• Work closely with the COO to follow up with partners on aged receivables and support for collections, including a monthly AR aging review.
• Identify and address stale accounts receivable.
• Reconcile client retainer balances on a recurring basis.
• Identify amounts that require a reserve or need to be written off.

• Monitor daily cash positions and elevate liquidity needs in the operating account to COO/Managing Partners.
• Oversee vendor payments and payroll funding in coordination with Rippling (HR/payroll platform).
• Partner with Capital Advisory leadership on firm-level working capital and fee receivable management.

• Review bonus accrual file, including calculations and applicable tax rates.
• Review offer letters for each new hire class to ensure accurate compensation data is captured.
• Calculate year-end staff bonus amounts based on offer letter terms and present findings to the firm’s compensation committee.
• Provide data and performance statistics to the compensation committee to support staff ratings.
• Assist with preparation and distribution of year-end compensation letters firm-wide.
• Support review of non‑standard offer letter provisions to ensure consistency with firm policy and financial terms.
• Monthly, review the firm’s payroll run to ensure accuracy and compliance with state withholding requirements.

• Quarterly: review client receivables withheld from prior year partner compensation and prepare disbursements for amounts cleared for payment.
• Annually: guide the partner compensation process with the compensation committee and partner group, including scheduling and facilitating the process.
• Prepare partner compensation statistics for use by the committee; field questions and provide analytical support…