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Senior Manager, FP&A

Meriton is a national network of HVAC-focused operating companies delivering strategy, systems, and operational support to build value for partners and employees. The Senior Manager, FP&A will lead enterprise planning, dashboarding, and analysis efforts to drive financial performance across operating entities, partnering with senior leaders to translate data into actionable insights.

Skills

  • Advanced financial modeling and quantitative analysis
  • Dashboard development using Power BI and/or Tableau
  • Experience with enterprise planning and financial systems (Oracle, Anaplan, Workday Financials or similar)
  • Strong Excel and Microsoft Office skills
  • Excellent verbal and written communication for executive audiences
  • Business partnering and cross-functional collaboration

Responsibilities

  • Lead the annual operating plan and reforecast processes, producing consolidated EBITDA and net income projections
  • Partner with shared services leaders on expense budgeting including headcount, professional fees, travel, and other SG&A
  • Perform financial scenario and sensitivity analyses to inform strategic and operational decisions
  • Design, develop, and deliver automated dashboards and recurring performance reports for operational and executive leadership
  • Own bookings and backlog reporting and synthesize insights on trends by vertical, vendor, and customer
  • Drive continuous improvement through process enhancements, new reporting capabilities, and advanced analytics tools
  • Provide ad hoc financial analyses and executive-level presentations as needed

Education

  • Bachelor's degree in finance, accounting, economics, or related field (required)
  • Advanced degree (MBA) or professional certification (CPA/CFA) preferred

Benefits

  • Health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and paid holidays
  • Professional development and training support
  • Hybrid work flexibility and flexible scheduling
  • Employee assistance and wellness programs
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$150000 / YEARLY (est.)
min
max
$130000K
$170000K

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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
SALARY RANGE
$130,000/yr - $170,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 13, 2026
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