Senior Manager, FP&A

Meriton•Irving, TX

About The Position

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.

Requirements

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

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