Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people.
If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.
The ideal candidate combines strong financial acumen with data analytics and business intelligence capabilities, translating complex data into actionable insights for leadership. This person is analytically rigorous, comfortable working across finance and operational teams, and motivated to build scalable reporting capabilities that strengthen decision-making enterprise-wide.
Essential Duties and Responsibilities:
- Own the development of scalable dashboards and analytical tools that integrate financial, project, customer, labor, bookings, backlog, and operational data across the organization.
- Drive the design and standardization of consistent KPIs across operating companies, including gross margin, project margin, service utilization, labor productivity, backlog conversion, bookings, and pricing.
- Champion the automation of recurring FP&A reporting to reduce manual effort and expand Finance's capacity for analysis and business partnership.
- Own the analysis of project-level financial and operational data to surface trends in profitability, margin erosion, execution, and customer/project concentration.
- Drive deep-dive analyses of bookings and backlog by end market, customer, project type, geography, and operating company to build leading indicators of future revenue and margin performance.
- Own the analysis of customer and vendor data to identify concentration, business mix, purchasing trends, cost exposure, and emerging risks and opportunities.
- Develop scorecards and benchmarking across operating companies to identify performance outliers, best practices, and opportunities for operational improvement.
- Partner with operating company finance teams, operations, and IT/data teams to ensure data quality, reporting consistency, and adoption of analytical tools.
Other Duties
- Regular, consistent and necessary to meet the needs of the business
- Assists the leadership team and other team members with various research projects and/or special projects
- Performs other duties and responsibilities as assigned
- Must conduct self in an ethical, legal, and responsible manner at all times
- Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct
Education/Experience:
Required:
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field
- 7+ years of experience in FP&A, finance analytics, business analytics, strategic finance, or a related role
- Strong financial acumen with experience analyzing P&L, margins, profitability, and operational performance
- Strong proficiency with Power BI, Tableau, or comparable business intelligence tools
- Advanced Excel and financial modeling skills
- Demonstrated ability to analyze large financial and operational datasets and translate findings into actionable business insights
- Strong communication skills with the ability to present complex analysis clearly to finance, operational, and executive audiences
Preferred:
- SQL experience and ability to independently query and manipulate large datasets
- Experience automating financial reporting and analytical processes
- Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position’s primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department. Occasional travel may be required.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.
- Must be able to walk, bend, stand, and reach constantly during a workday.
- Must be able to lift 15 – 20 lbs.
- Standing for long periods of time (4-5 hours) occasionally
- Must be able travel via plane or car to events
Acknowledgment:
I have read this job description and fully understand the requirements set forth therein. I hereby accept the position of Manager, Finance Analytics agrees to perform the identified essential functions in a safe manner and in accordance with the facility’s established procedures. I further understand that during my employment, is at-will and thereby understand that my employment can be terminated at-will either by the company or myself and that such termination can be made with or without notice.
Employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.
Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field
- 7+ years of experience in FP&A, finance analytics, business analytics, strategic finance, or a related role
- Strong financial acumen and experience analyzing P&L, margins, profitability, and operational performance
- Strong proficiency with Power BI, Tableau, or comparable business intelligence tools
- Advanced Excel and financial modeling skills
- Ability to analyze large financial and operational datasets and translate findings into actionable business insights
- Strong communication skills for presenting complex analysis to finance, operational, and executive audiences
- SQL experience and ability to independently query and manipulate large datasets
- Experience automating financial reporting and analytical processes
- Proficiency with Microsoft Office Suite, including Outlook, Excel, PowerPoint, and Word
What We Do
Meriton has deep experience and a strong track record of success in the commercial HVAC industry. Our team makes long-term investments in top-tier, independent companies and brings them together to maximize our collective potential. Our portfolio has a footprint spread across 13 U.S. states between ten businesses: Air Equipment Company, CFM Company, Custom Mechanical Solutions, Engineered Equipment, Inc., HVAC RNTL, Integrated Cooling Solutions, Mechanical Products Nevada, Mechanical Products Southwest, Texas AirSystems and Vicon Equipment. For more information about our portfolio, visit our website. We are the leading network of exclusive manufacturers’ representatives in commercial and industrial HVAC equipment. Our business is driven by trusted relationships with manufacturer partners, building owners, contractors, engineers, and architects. At Meriton, our name embodies our team spirit and collaborative approach. It’s a combination of the words “merit” and “peloton”. Our company's legacy is rooted in the idea of 'merit' representing the hard work we put in to earn every win. Peloton, refers to cyclists who ride closely together to save energy and reduce wind resistance to help each other perform better in a race. That’s what we do here. Ride as a team. Reduce headwinds. Help each other grow, build and win. At Meriton we're Accelerating Excellence every day.
