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.
Summary:
The Senior Manager, FP&A will be a strategic partner to the finance leadership team, responsible for enterprise-wide planning, dashboard development, and ad hoc analyses, and for driving financial performance across the company’s operating entities through the delivery of actionable business insights.
This is a highly visible role that engages closely with leadership across the firm’s operating companies and requires strong FP&A expertise, analytical rigor, business partnership capabilities, and executive level communication skills.
Essential Duties and Responsibilities:
• Lead the annual operating plan and reforecast processes across the company’s operating entities, developing consolidated EBITDA and net income projections
• Partner with shared services leaders on expense budgeting, including headcount, professional fees, travel, and other costs across finance/accounting, human resources, IT, and marketing
• Conduct financial scenario and sensitivity analyses to support strategic and operational decision‑making
• Develop and deliver automated dashboards and recurring performance reporting for operational and executive leadership
• Own bookings and backlog reporting, synthesizing key insights related to performance trends, verticals, vendors, and customers
• Drive continuous improvement through process enhancements, new reporting capabilities, and advanced analytics tools
• Regular, consistent and necessary to meet the needs of the business
• 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:
• Bachelor’s degree in a relevant field with strong academic performance
• 8+ years of experience in FP&A and/or strategic finance
• Superior proficiency in financial modeling and quantitative analysis
• Ability to design and deliver automated dashboards using tools such as Power BI and/or Tableau
• Excellent verbal and written communication skills, with the ability to present to executive audiences
• Experience working with enterprise financial and planning systems (e.g., Oracle, Anaplan, Workday Financials, or similar platforms)
• Proficiency with Microsoft Office Suite, CRM software, ERP systems, and other relevant technical tools
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 a relevant field
- 8+ years of experience in FP&A and/or strategic finance
- Superior proficiency in financial modeling and quantitative analysis
- Ability to design and deliver automated dashboards using tools such as Power BI and/or Tableau
- Excellent verbal and written communication skills, with the ability to present to executive audiences
- Experience working with enterprise financial and planning systems such as Oracle, Anaplan, Workday Financials
- Proficiency with Microsoft Office Suite, CRM software, ERP systems, and other relevant technical tools
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.
