FP&A Manager, National Service & Parts

MERITON; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. The Manager, FP&A will serve as the primary finance partner for the company's national service and national parts businesses, leading forecasting, performance reporting, and decision support across a network of operating companies.

The successful candidate will combine strong financial judgment with an operator's mindset, connecting local activity to enterprise results and translating

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years in FP&A, operational or business finance; multi-location experience preferred.
• Strong P&L forecasting, variance analysis, financial modeling.
• Advanced Excel skills with planning tools, ERP, and BI tools; Power BI preferred.
• Ability to turn data into concise insights and actionable recommendations.

Responsibilities

• Lead the consolidated forecast and annual planning for national service and parts.
• Partner with national leaders to understand performance drivers and risks.
• Deliver monthly actual-versus-plan reviews and recommended actions.
• Develop analytics on technician utilization, labor productivity, pricing, and mix.
• Build driver-based models linking volume, price, labor, and inventory to financials.
• Establish standardized KPIs and scorecards across operating companies.
• Evaluate growth, pricing and investment opportunities; streamline reporting and improve data quality.

Skills

P&L forecasting

Variance analysis

Financial modeling

Business performance management

Advanced Excel

Power BI

ERP systems

Cross-functional collaboration

Strong communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

ERP systems

Power BI

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.

Position Summary

The Manager, FP&A will serve as the primary finance partner for the company's national service and national parts businesses. This role will lead forecasting, performance reporting, and decision support across a network of operating companies, working closely with business leaders to improve visibility into revenue, gross margin, labor productivity, inventory, and profitability.

The successful candidate will combine strong financial judgment with an operator's mindset, connecting local activity to enterprise results and translating data into clear actions.

Key Responsibilities

• P&L Forecasting & Planning: Lead the consolidated forecast and annual planning processes for national service and national parts, including revenue, gross margin, operating expenses, headcount, and EBITDA.
• Business Partnership: Partner with national functional leaders and operating-company leadership to understand performance drivers, pressure-test assumptions, and identify risks and opportunities.
• Performance Management: Deliver monthly actual-versus-plan and forecast reviews, clearly explaining results and recommended actions to improve financial and operational performance.
• Service Analytics: Develop insight into technician utilization, billable hours, labor productivity, pricing, service mix, contract performance, and branch-level profitability.
• Parts Analytics: Analyze sales, gross margin, product and customer mix, pricing, inventory turns, purchasing trends, rebates, and working-capital performance.
• Driver-Based Models: Build scalable models that connect operational drivers—volume, price, labor, utilization, product mix, backlog, and inventory to financial outcomes.
• Standardized Reporting: Establish consistent KPIs, definitions, and scorecards across operating companies while highlighting performance outliers and transferable best practices.
• Decision Support & Improvement: Evaluate growth, pricing, and investment opportunities while streamlining recurring reporting and improving data quality and automation.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in FP&A, operational finance, or business finance; multi-location or decentralized-company experience preferred.
• Strong command of P&L forecasting, variance analysis, financial modeling, and business performance management.
• Demonstrated ability to influence and partner with leaders across multiple business units without direct authority.
• Advanced Excel skills and experience with planning, ERP, and business‑intelligence tools; Power BI experience preferred.
• Ability to synthesize complex financial and operating data into concise insights and practical recommendations.
• Strong communication and organizational skills, with the ability to operate effectively in a fast‑paced, evolving environment.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Meriton’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.