Financial Analyst

2 months ago

Irving, United States The Ladders Full time
Overview

Senior Financial Analyst

Reports to: Director of Strategic Finance

FLSA Status: Exempt

The Company

Meriton is a national investment holding company with a portfolio of companies in the commercial HVAC industry. Founded in 2019, we believe merit has everything to do with standards and that nothing is beyond or beneath us. We base those standards around a set of values that we hold tightly to, ensuring we are building the right thing, at the right time, with the right people. We know that business is earned - never given - and that's why we're serious about what we do. Working together, we'll co-create lasting growth by defining big visions and hammering down little details. Our resources streamline business processes and provide access to a network of teams with extensive industry experience.

Our overall mission is simple: we want to create value and make a difference every day in our journey to be the best HVAC sales and service organization in North America. We believe we can succeed in that mission by being the BEST provider for our clients, the BEST partner for manufacturers, the BEST company for our employees, and the BEST investment for our current and future shareholders.

The Opportunity

We are seeking a Senior Financial Analyst to report to our Director of Strategic Finance for the purposes of analyzing economic and financial data, portfolio company financial reporting, and complex financial analyses related to company valuations, mergers and acquisitions, budgeting, and cash flow models. This position offers the opportunity to be part of a fast-paced, growth-oriented company where work performed will directly contribute to key business decisions.

Responsibilities

The roles and responsibilities of the desired candidate are to provide information to our finance & business stakeholders, as well as play a key role in growing the strategic finance group. This includes:
  • Supporting the Director of Finance and ultimately the Chief Financial Officer of Meriton with an analytical framework for key business decisions
  • Assisting in the preparation and presentation of financial reports and financial presentations to senior management, the Board of Directors, and Meriton members
  • Conducting detailed financial analysis and complex financial modeling to support the company's strategic initiatives, including valuations, capital planning, budgeting, and forecasting efforts
  • Performing in-depth analysis of monthly financial data, evaluating KPIs and business metrics, identifying trends, and providing recommendations to business leaders and senior management that drive process improvement initiatives that will positively impact business performance
  • Performing in-depth analyses of HVAC and construction industry data to support strategic decision making and capital planning initiatives
  • Participating in due diligence processes for potential mergers and acquisitions
  • Tracking monthly bookings data and collaborating with cross-functional teams to predict future cash collection cycle for the Meriton portfolio companies
  • Assisting in the preparation of ASC 805 analyses for financial reporting purposes
  • Establishing a working relationship with business partners to provide counsel and analysis to assist meeting established financial goals
  • Other special projects and ad hoc reporting
Qualifications
  • Bachelor's or master's degree in finance, economics, accounting, engineering, mathematics or similar field
  • 3-5 years proven experience in financial analyst role, valuation, investment banking, or underwriting
  • Fluent in Microsoft Office (Excel, Word, PowerPoint)
  • Understands the concept and application of discounted cash flow analysis
  • Exceptional analytical and critical thinking skills
  • Ability to multitask and prioritize work
  • Attention to detail, accuracy, and confidentiality
  • Naturally curious and have a strong desire to develop analytical and predictive models to support business needs and make informed decisions
  • Strong communication and interpersonal skills for effective interaction with portfolio company leaders, business unit controllers, and peers
  • Not required, but professional certifications related to finance (CFA, CPA, CMA, ASA) can be advantageous
  • Experience with Power BI recommended

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