Senior Financial Analyst - Merit Advisors LLC

About Merit

Merit Advisors (Merit) is a rapidly growing financial services firm in the energy industry. Founded in 1998, the firm has been crafting holistic solutions that improve our clients’ cash flow and add profit back to their bottom line for 25 years. Merit is majority-held by a Family Office and has entered a period of strategic growth over the last three years and continues to evaluate new acquisitions and organic projects.

What Gives Us Purpose

Merit Advisors is an experienced team of financial experts in the energy industry who have the vision to unlock trapped value, save you money, and mitigate risk. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners.

What We Seek

The Senior Financial Analyst will report directly to the CFO and work closely with the Finance/Accounting teams to provide analytical and strategic support to the Company’s Sponsor, Management and the Board of Directors. In this role, the Senior Financial Analyst will also collaborate with practice leads to support the overall sales and revenue objectives within our different practice lines. Using quantitative tools, you will develop financial models and analyses to measure company performance and present recommendations to the Leadership and management teams to assist in the execution of the Company’s strategy and vision. 

You will need to have a self-driven, conscientious mentality with a commitment to creating innovations through high-quality work.

What Your Day Will Look Like

In general, you can expect to:

• Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to support sales and revenue objectives
• Assist in the development of executive and board level presentations
• Evaluate financial performance of the company, key drivers and KPIs
• Build, maintain and improve financial and sales models to budget, measure and forecast performance
• Assist with establishing and maintaining relevant financial metrics to be provided as a dashboard for senior management and business partners
• Create performance scorecards with visualizations to track changes in key business and sales metrics
• Develop weekly, monthly, and quarterly reports illustrating productivity and realization on active engagements
• Actively manage and analyze the firm’s revenue pipeline of prospective, current, and won engagements across multiple practice lines
• Perform ad hoc analysis to provide recommendations on how to solve business issues as they arise
• Build 3-statement financial models for forecasting, M&A and strategic investments

You’re perfect for this role if you:

• Possess exceptional critical thinking skills, ability to decompose complex problems, prioritize issues, and implement sensible solutions
• Can articulate recommendations in a clear and succinct manner
• Are self-motivated and have the capacity to work with limited supervision in a fluid, fast-paced environment
• Value quality, performance, reliability, and scalability
• Roll-up your sleeves and work with team members and management
• Articulate with excellent verbal and written communication skills
• Think creatively, be highly driven, organized, and have the highest standards of accuracy and precision
• Work well independently and as part of a team
• Build strong internal and external working relationships
• Manage your time well and prioritize tasks effectively

What You Bring

• Bachelor’s degree (B.A. or B.S.) or equivalent from a top four-year college or university
• 2–5 years of investment banking, management consulting, private equity or similar corporate development experience (e.g., business operations at a startup, driving change in a company)
• Advanced skills in Microsoft, Excel and PowerPoint. Experience using accounting software and Business Intelligence tools is a plus.
• Executive presence / maturity
• Exceptional critical thinking skills, ability to decompose complex problems, prioritize issues, and implement sensible solutions
• Financial modeling and budgeting expertise

What We Provide

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, matching 401(k), and profit-sharing, you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.

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