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.
The Manager, Finance Analytics is a key member of the FP&A team responsible for developing financial and operational insights, standardizing performance reporting, and improving the scalability of FP&A across the organization. Reporting to the VP, Finance, this role partners closely with FP&A leadership and operating company finance teams to analyze project performance, bookings and backlog, margins, operational KPIs, and other key business drivers.
The ideal candidate combines strong financial acumen with data analytics and business intelligence capabilities, translating complex data into actionable insights for leadership. This person is analytically rigorous, comfortable working across finance and operational teams, and motivated to build scalable reporting capabilities that strengthen decision-making enterprise-wide.
Essential Duties and Responsibilities:
Business Intelligence & Reporting
Own the development of scalable dashboards and analytical tools that integrate financial, project, customer, labor, bookings, backlog, and operational data across the organization.
Drive the design and standardization of consistent KPIs across operating companies, including gross margin, project margin, service utilization, labor productivity, backlog conversion, bookings, and pricing.
Champion the automation of recurring FP&A reporting to reduce manual effort and expand Finance's capacity for analysis and business partnership.
Project & Margin Analytics
Own the analysis of project-level financial and operational data to surface trends in profitability, margin erosion, execution, and customer/project concentration.
Drive deep-dive analyses of bookings and backlog by end market, customer, project type, geography, and operating company to build leading indicators of future revenue and margin performance.
Customer & Vendor Analytics
Own the analysis of customer and vendor data to identify concentration, business mix, purchasing trends, cost exposure, and emerging risks and opportunities.
Performance Benchmarking & Cross-Functional Partnership
Develop scorecards and benchmarking across operating companies to identify performance outliers, best practices, and opportunities for operational improvement.
Partner with operating company finance teams, operations, and IT/data teams to ensure data quality, reporting consistency, and adoption of analytical tools.
Other Duties
Regular, consistent and necessary to meet the needs of the business
Assists the leadership team and other team members with various research projects and/or special projects
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
Education/Experience:
Required:
Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field
7+ years of experience in FP&A, finance analytics, business analytics, strategic finance, or a related role
Strong financial acumen with experience analyzing P&L, margins, profitability, and operational performance
Strong proficiency with Power BI, Tableau, or comparable business intelligence tools
Advanced Excel and financial modeling skills
Demonstrated ability to analyze large financial and operational datasets and translate findings into actionable business insights
Strong communication skills with the ability to present complex analysis clearly to finance, operational, and executive…