Job description

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, East Region Reports To: Regional Controller FLSA Status: Exempt Location: Miami, FL The Role The Senior Financial Analyst, East Region will play a key role in shaping how the companies within the region plan, understand and analyze their financial metrics. This role partners with leaders across the company’s various business units in the East Region. 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 local 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 local budgeting process, focusing on forecasting revenue, margin, commissions, SG&A, cash flow, bookings, and backlog. 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 and maintain financial models and scenario analyses to evaluate revenue growth, gross margin, backlog conversion, project performance, commissions, operating investments, and other strategic business questions. Develop, deliver and maintain automated dashboards and recurring performance reporting that provide leaders with timely, actionable visibility into their businesses. Drive continuous improvement across Accounting and FP&A for the region through better processes, automation, reporting capabilities, and analytical tools. Assist with special projects and perform ad hoc analyses, as necessary. 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. 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. Other Skills & Abilities: Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs. Reasoning Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization. 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.

Requirements

Must-haves

Reports To: Regional Controller
FLSA Status: Exempt
Location: Miami, FL
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.
What You'll Own
Serve as the primary FP&A partner supporting the local budgeting process, focusing on forecasting revenue, margin, commissions, SG&A, cash flow, bookings, and backlog.
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 and maintain financial models and scenario analyses to evaluate revenue growth, gross margin, backlog conversion, project performance, commissions, operating investments, and other strategic business questions.
Develop, deliver and maintain automated dashboards and recurring performance reporting that provide leaders with timely, actionable visibility into their businesses.
Drive continuous improvement across Accounting and FP&A for the region through better processes, automation, reporting capabilities, and analytical tools.
Assist with special projects and perform ad hoc analyses, as necessary.
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.
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.
NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.
Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Nice-to-haves

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Effort: quick

Benefits

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