What are the responsibilities and job description for the Finance Manager - Dallas position at Merit Advisors, LLC?
What Gives Us Purpose
Merit Advisors is a team of expert consultants committed to delivering exceptional customer service and adding value to our clients. We do so by crafting holistic solutions that improve cash flow and add profit back to the bottom line for our clients. With a record of accomplishment spanning over 25 years, Merit offers deep experience in the energy industries.
What We Seek
Our Finance Manager will manage Merit’s Finance team and report directly to the CFO, providing analytical and strategic support to Executive Leadership and the Board of Directors. This role goes beyond managing the reporting and financial modeling functions—you’ll be responsible for reviewing and completing major projects, and guiding a team to deliver high-quality analysis and recommendations supporting Merit’s strategic vision. You will play a critical role in shaping financial strategies, supporting executive decision-making, and serving as a key liaison with the leadership team.
This is a highly visible position with direct impact on the company’s performance, requiring executive presence, strategic thinking, and the ability to anticipate challenges and opportunities before they arise.
What Your Day Will Look Like
At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.
Merit Advisors is a team of expert consultants committed to delivering exceptional customer service and adding value to our clients. We do so by crafting holistic solutions that improve cash flow and add profit back to the bottom line for our clients. With a record of accomplishment spanning over 25 years, Merit offers deep experience in the energy industries.
What We Seek
Our Finance Manager will manage Merit’s Finance team and report directly to the CFO, providing analytical and strategic support to Executive Leadership and the Board of Directors. This role goes beyond managing the reporting and financial modeling functions—you’ll be responsible for reviewing and completing major projects, and guiding a team to deliver high-quality analysis and recommendations supporting Merit’s strategic vision. You will play a critical role in shaping financial strategies, supporting executive decision-making, and serving as a key liaison with the leadership team.
This is a highly visible position with direct impact on the company’s performance, requiring executive presence, strategic thinking, and the ability to anticipate challenges and opportunities before they arise.
What Your Day Will Look Like
- Serve as the CFO’s strategic partner in driving financial strategy, execution, and decision-making
- Lead and mentor the Finance team, ensuring tasks are delegated appropriately and executed with excellence
- 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
- 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
- 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
- Are a proven finance leader with experience supporting or partnering directly with a CFO or executive team
- Have strong leadership skills and enjoy mentoring, delegating, and empowering finance professionals
- Possess exceptional critical thinking skills and can translate complex financial insights into clear, actionable recommendations
- Have strong executive presence and can confidently present to senior leadership and boards
- Thrive in a fast-paced, dynamic environment while maintaining precision, accuracy, and strategic focus
- Are both detail-oriented and big-picture minded—capable of rolling up your sleeves when needed, while always keeping strategy front and center
- Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, Economics, or related field (MBA or advanced degree is optional) from a top four-year college or university
- 7-10 years of finance management experience, with demonstrated success in FP&A, corporate strategy, or related areas
- Direct experience managing finance teams and partnering closely with CFOs or executive leadership
- Advanced skills in Excel, PowerPoint, and financial modeling; experience with BI tools and accounting software is a plus
- Strong business acumen with a track record of driving financial performance and supporting growth initiatives
At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.