Senior Financial Analyst, East Region

MERITON; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Job summary

Meriton, a national HVAC analytics group, is seeking a Senior Financial Analyst for the East Region in Miami. You will partner with regional leaders to plan, analyze, and improve financial performance, going beyond reporting to drive actions.

The role focuses on budgeting, forecasting, dashboarding, and financial storytelling to support strategic decisions and growth across the East Region.

Qualifications

• 3+ years of FP&A, corporate finance, or related analytical role.
• Strong financial modeling and quantitative analysis skills.
• Ability to influence decisions with business leaders.
• Understanding of budgeting, forecasting, variance analysis, and drivers.
• Proficient in Excel; experience with Oracle/Anaplan/Workday is a plus.

Responsibilities

• Serve as FP&A partner supporting local budgeting and forecasting (revenue, margin, SG&A, cash flow).
• Translate financial results into actionable insights for leaders.
• Support reviews with leaders, identify variances and trends.
• Build and maintain financial models and scenario analyses.
• Develop automated dashboards and recurring performance reporting.
• Drive continuous improvement in accounting and FP&A processes.

Skills

FP&A

Financial modeling

Stakeholder comms

Excel

Power BI

Data storytelling

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Oracle

Anaplan

Workday Adaptive

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: 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.

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 the 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.