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.
Title: Senior Financial Analyst, FP&A
Reports To: FP&A Director
FLSA Status: Exempt
Location: Shared Services Office – Irving, TX
The Role
The Senior Financial Analyst, FP&A will play a key role in shaping how we plan, understand, and analyze our company P&Ls. This role partners with leaders across the company’s various business units.
This is a highly visible role for someone who enjoys going beyond reporting the numbers to understanding what is driving them, where the business is headed, and what actions leaders should take.
The ideal candidate is intellectually curious, analytically strong, comfortable working with senior leaders, and motivated by ownership. You will have the opportunity to improve existing FP&A processes, build new analytical capabilities, and help evolve how leaders plan and manage their businesses.
What You'll Own
- Serve as the primary FP&A partner supporting the enterprise-wide quarterly and annual budgeting process, focusing on revenue, SG&A, backlog, and bookings forecasting.
- Develop a clear understanding of business drivers and translate financial results into actionable insights for functional leaders and senior management.
- Support financial reviews with leaders, identifying key variances, emerging trends, and opportunities to improve performance.
- Build financial models and scenario analyses to evaluate revenue growth, gross margin, backlog conversion, project performance, commissions, operating investments, and other strategic business questions.
- Develop and deliver automated dashboards and recurring performance reporting that provide leaders with timely, actionable visibility into their businesses.
- Drive continuous improvement across FP&A through better processes, automation, reporting capabilities, and analytical tools.
Qualifications
- 3+ years of progressive experience in FP&A, strategic finance, corporate finance, or a related analytical role.
- Strong financial modeling and quantitative analysis skills, with the ability to independently analyze complex financial and operational data.
- Demonstrated ability to take ownership of a financial area and work directly with business leaders to influence decisions.
- Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business drivers.
- Ability to turn data into a clear financial story and communicate insights effectively to both finance and non-finance audiences.
- Advanced Excel skills and experience working with enterprise financial and planning systems such as Oracle, Anaplan, Workday Adaptive, or similar platforms.
- Experience developing dashboards or automated reporting using Power BI, Tableau, or similar tools is strongly preferred.
- Excellent written and verbal communication skills, including the ability to communicate effectively with senior and executive audiences.
- Self-starter with strong intellectual curiosity, sound judgment, and a desire to continuously improve how work gets done.
- Bachelor's degree in Finance, Accounting, Economics, Business, or another quantitatively oriented field.
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
- 3+ years of progressive experience in FP&A, strategic finance, corporate finance, or a related analytical role
- Strong financial modeling and quantitative analysis skills
- Ability to independently analyze complex financial and operational data
- Experience taking ownership of a financial area and influencing decisions with business leaders
- Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business drivers
- Ability to communicate financial insights effectively to finance and non-finance audiences
- Advanced Excel skills
- Experience with enterprise financial and planning systems such as Oracle, Anaplan, Workday Adaptive, or similar platforms
- Experience developing dashboards or automated reporting using Power BI, Tableau, or similar tools
- Excellent written and verbal communication skills, including communication with senior and executive audiences
- Self-starter mindset, intellectual curiosity, sound judgment, and continuous-improvement orientation
- Bachelor's degree in Finance, Accounting, Economics, Business, or another quantitatively oriented field
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.
