VP, Finance & Treasury: Strategic FP&A Leader

Merit Financial Group; Alpharetta (GA); Sur place; USD 180 000 - 280 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA / HSA

401(k) with company matching

PTO and paid holidays

Résumé du poste

Merit Financial Advisors in Alpharetta, GA seeks a VP of Finance to lead FP&A and Treasury, partnering with the CFO and Accounting leadership to shape the future-state finance operating model. You will build scalable planning, forecasting, dashboarding, and KPI reporting, oversee budgeting and long-range planning, and provide strategic financial insights to the Board and investors.

The role requires 7–10+ years in FP&A/treasury, advanced Excel, and experience in private equity-backed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business required.
• 7–10+ years of FP&A, Treasury or related private equity finance experience preferred.
• Experience delivering Board/investor reporting; advanced Excel and modeling required.

Responsabilités

• Lead FP&A and Treasury, including growth and performance teams.
• Oversee budgeting, forecasting, and long-range planning.
• Develop board and investor reporting, dashboards, and KPI packages.
• Drive finance transformation, automation, and data governance.

Connaissances

FP&A leadership

Treasury leadership

Strategic finance

Finance transformation

Advanced Excel

Formation

Bachelor's degree in Finance/Accounting/Economics/Business

MBA/CPA/CFA preferred

Description du poste

Merit Financial Advisors in Alpharetta, GA seeks a VP of Finance to lead FP&A and Treasury, partnering with the CFO and Accounting leadership to shape the future-state finance operating model. You will build scalable planning, forecasting, dashboarding, and KPI reporting, oversee budgeting and long-range planning, and provide strategic financial insights to the Board and investors.

The role requires 7–10+ years in FP&A/treasury, advanced Excel, and experience in private equity-backed