Senior Financial Analyst, East Region

About the role

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.

Title: Senior Financial Analyst, East Region
Reports To: Regional Controller
FLSA Status: Exempt
Location: Miami, FL

Responsibilities

• 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