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MERU

Turnaround and restructuring advisory services

Vice President of Finance

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeAtlanta, GA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • CPA and/or MBA is strongly preferred.
  • 12–15+ years of progressive finance and accounting experience is required; prior CFO, Vice President of Finance, or Controller experience at a professional services or advisory firm is preferred.
  • Advanced proficiency in NetSuite or a comparable ERP is required.
  • Strong Excel and financial modeling skills are required.
  • Familiarity with Rippling, Expensify, Harvest, and Power BI is preferred.
  • Deep knowledge of GAAP, ASC 606 revenue recognition, multi-state tax compliance, and internal controls is required.
  • Demonstrated ability to lead and develop a finance team, manage compensation processes, and collaborate with senior leadership and partners is required.
  • Authorization to work in the United States is required.
  • The candidate should be detail-oriented, proactive, and comfortable operating in a high-growth, dynamic environment with competing priorities.

Responsibilities

  • Oversee preparation and delivery of monthly, quarterly, and annual financial reporting packages, including profit and loss statements, balance sheets, and cash flow statements.
  • Maintain and continuously improve the firm's financial reporting infrastructure within NetSuite and connected business intelligence tools, including Power BI.
  • Produce variance analyses, key performance indicator 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, the external bookkeeping and tax provider.
  • Manage accounts payable, accounts receivable, and client billing operations across fixed-fee, time-and-materials, and capital advisory engagements.
  • Ensure compliance with GAAP, including 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 fraud-prevention protocols.
  • Coordinate vendor invoices with the payment-processing queue.
  • Ensure appropriate owner review and approval before payment.
  • Prepare and send a weekly accounts payable report to the COO for review and payment authorization.
  • Communicate with vendors and strategic partners about payment status updates.
  • Work with the COO to follow up with partners on aged receivables and support collections, including a monthly accounts receivable aging review.
  • Identify and escalate 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 operating-account liquidity needs to the COO and Managing Partners.
  • Oversee vendor payments and payroll funding in coordination with Rippling, the HR and payroll platform.
  • Partner with Capital Advisory leadership on firm-level working capital and fee receivable management.
  • Review the 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.
  • Review the firm's payroll run monthly 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.
  • Guide the partner compensation process annually with the compensation committee and partner group, including scheduling and facilitating the process.
  • Prepare partner compensation statistics for committee use; field questions and provide analytical support throughout the process.
  • Calculate preliminary partner compensation by partner, based on agreed metrics and ratings, for committee review and approval.
  • Serve as the primary finance stakeholder for Meru's ongoing NetSuite ERP implementation, driving the project to completion with the COO and implementation partner, Chartered.
  • Own integration of NetSuite with Meru's technology ecosystem: Rippling for payroll and HR, Expensify for expense management, Harvest for time tracking, and Power BI for reporting.
  • Lead migration of historical financial data from Harvest, Xero, and Power BI into NetSuite, establishing clean data standards going forward.
  • Own ongoing system administration, user training, and continuous improvement after go-live, identifying opportunities to automate and streamline financial workflows.
  • Directly manage and develop the Director of Finance and Staff Accountant; provide functional leadership across the Finance team, set priorities, review work products, and ensure accountability to deadlines and quality standards.
  • Lead periodic Home Office calls and meetings and identify cross-functional opportunities for collaboration.
  • Act as a strategic financial advisor to the COO and senior leadership on firm growth, profitability, and investment decisions.
  • Review vendor and strategic partner contracts from a risk-mitigation and cost-optimization perspective; manage contracts and ensure proper storage on the firm's network.
  • Support the COO's risk-management function, including conflict-check processes, engagement-risk assessment, and firm-wide compliance initiatives.
  • Manage the firm's Profits Interests Unit program, including tracking grants, grant pricing, and ensuring proper contracting at the time of grant.
  • Manage the firm's annual valuation process and create the firm's 5-to-10-year projection model with firm leadership.
  • Support business development and client-delivery teams with financial modeling, engagement economics, and ad hoc analysis.
  • Collaborate across the firm's functional teams and provide support for budget-to-actual analysis, contracting review, and other internal needs.
  • Lead the firm's conflict and risk-mitigation efforts through implementation and management of firm-wide conflict-check and risk-assessment processes.

Desired Qualifications

  • Prior CFO, Vice President of Finance, or Controller experience at a professional services or advisory firm.
  • CPA and/or MBA.
  • Familiarity with Rippling, Expensify, Harvest, and Power BI.

About the Company

MERU

Turnaround and restructuring advisory services

MERU fixes middle-market companies through turnaround and restructuring, focusing on operations, finance, and balance sheets during distress. Its services include Transaction Services (operational due diligence, finance function assessment, dashboards/KPIs, initiative delivery, first-100-days planning), Performance Improvement (360 assessment for EBITDA and balance-sheet potential, transformation plans, Interim Chief Transformation Officer, cash-cycle optimization), and Turnaround/Restructuring (liquidity management, strategic options, communications, Chief Restructuring Officer, contingency planning, Chapter 11). It differentiates itself with senior leaders from top turnaround firms, a bench of 150+ operator experts, a flexible performance-based fee aligned to outcomes, and an operator mindset that works hands-on with management. The goal is to deliver superior results for middle-market clients by fixing operations and guiding complex restructurings with practical leadership.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Atlanta, GA
Founded
2017

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