Director of Finance and Accounting

What Gives Us Purpose

Merit Advisors delivers specialty tax, valuation, and advisory services that help energy companies increase cash flow and unlock value enterprise-wide. For over 25 years, we have served as trusted partners across commodity cycles, supporting companies of every scale—from PE-backed startups to supermajor oil and gas companies.

This is a highly visible position requiring executive presence, strategic thinking, and the operational discipline to maintain precision across both forward‑looking financial analysis and day‑to‑day accounting functions.

• 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.

• Experienced finance and accounting leader with a strong track record supporting or partnering directly with a CFO or executive team.
• Deep expertise across both FP&A and accounting operations, with equal comfort in forward‑looking financial strategy and GAAP‑compliant reporting.
• Exceptional critical thinking skills and ability to translate complex financial and accounting data into clear, actionable recommendations.
• Strong executive presence and confident presentation skills to senior leadership, boards, and external stakeholders.
• Thrives in a fast‑paced, dynamic environment while maintaining precision, accuracy, and adherence to deadlines.
• Detail‑oriented and big‑picture minded—capable of rolling up your sleeves when needed, while always keeping strategy front and center.
• 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.

In addition to a competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), Merit offers company‑sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.