Senior Financial Analyst

MERITON; Irving (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Meriton, a national team of HVAC experts, is seeking a Senior Financial Analyst, FP&A, to shape planning and analysis across the company. You will partner with leaders across business units to move beyond reporting and understand what drives performance.

The role offers visibility, ownership, and opportunities to improve FP&A processes, build new analytical capabilities, and influence strategic decisions. You will build models, dashboards, and actionable insights to guide leadership in Irving,

Qualifications

• 3+ years of FP&A or related analytical experience.
• Strong financial modeling and quantitative analysis skills.
• Ability to partner with business leaders to influence decisions.
• Understanding of financial statements, budgeting, forecasting, and variance analysis.
• Excellent written and verbal communication for senior audiences.
• Advanced Excel and experience with Oracle, Anaplan, Workday Adaptive.
• Experience creating dashboards or automated reporting with Power BI or Tableau.
• Bachelor's degree in Finance, Accounting, Economics, or Business.

Responsibilities

• Serve as primary FP&A partner supporting quarterly and annual budgeting, focusing on revenue, SG&A, backlog, and bookings forecasting.
• Develop understanding of business drivers and translate financial results into actionable insights for leaders.
• Support financial reviews with leaders, identifying variances and trends.
• Build financial models and scenario analyses for revenue growth, gross margin, backlog, and project performance.
• Develop and deliver automated dashboards and recurring performance reporting for leaders.
• Drive continuous improvement across FP&A through better processes and analytics.

Skills

Financial analysis

Analytical thinking

Stakeholder management

Ownership

Communication

Self-starter

Education

Bachelor's degree in Finance, Accounting, Economics, or Business

Tools

Oracle

Anaplan

Workday Adaptive

Excel

Power BI

Tableau

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.

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.