National Accounts Finance Associate

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.

National Accounts, Finance Associate

Reports to: Business Unit Controller

Location: Bellevue, WA or Remote

FLSA Status: Exempt

Salary Range: $65,000 - $85,000

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 on 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 Finance Associate in support of one of Meriton’s operating companies, Custom Mechanical Solutions (CMS).  The role is tasked with completing general accounting functions for the business – ensuring data integrity, accuracy and timeliness of deliverables. This position interfaces directly with customers, vendors, and internal resources. This role reports directly to CMS’s local Controller and works closely with Finance personnel and affiliated staff. This position will be assigned to the administrative reinforcement of a specific department within the company’s portfolio of business functions.

Responsibilities – including but not limited to the following…

• Regular creation of billing records for direct presentation to clients; active collaboration with department resources to ensure completeness, accuracy and timeliness of client-facing invoicing
• Corresponding traffic-direction related to intake and circulation of POs received from customers
• Process vendor invoices for goods and/or services received; ensure proper identification + validity – matching against CMS-issued POs – and posting of activity to appropriate accounts
• Overall maintenance of data entry related to customers / AR transactions, vendors / AP transactions, and related miscellaneous peripheral details associated with evaluation, packaging up and closing of project financials
• Review project activity within company’s CRM to identify data-entry anomalies; interface with related personnel to collaborate on corrective steps to right-set financial presentation as required
• Administer application of payments received from clients; proactive follow-up on any ambiguity related to billing transactions left unfulfilled
• Assist Controller with regular collections-oriented outreach – check-in on open A/R balances, provision of missing billing documentation and related back-up as necessary
• Reconcile + audit various registers and reports; completion of corrective journal entry adjustments or similar adjustments in dialogue with company’s Controller
• Review monthly vendor statements for accuracy; facilitate outreach as necessary to resolve inconsistencies; establish account creation of new vendor relationships as dictated by department needs
• Assist with compilation of weekly and monthly reporting related to department’s forward-facing business projections and current A/R forecasting in conjunction with department Director
• Monitor and process flow of email correspondence (client / vendor / internal) within Outlook
• Maintain electronic document repository ensuring integrity and redundancy of company records
• Research compliance-oriented requirements in new markets as dictated by business needs
• Provide supplemental support to other Finance department personnel in completion of regular administrative tasks associated with monthly close, generation of reporting as requested by other departments, upkeep of peripheral business enterprises, etc.
• Complete special projects as assigned by department Director / company Controller

Required Profile

• Undergraduate degree in accounting, finance, or related field
• Familiarity with HVAC or Construction industry preferred but not required
• Proficiency with QuickBooks Desktop, Microsoft Office, and Adobe Acrobat; aptitude with one or more unique CRMs/project management applications preferred; MS Dynamics a plus
• Stamina to routinely push through data-entry-intensive transactional activity
• Experience working independently while managing ongoing and one-off projects
• Heightened attention to detail; regimented organizational skills; sense of personal responsibility about quality of work
• Ability to develop and maintain attentive and collaborative relationships – customers, vendors, co-workers – based on trust
• Personal initiative to understand the mechanics of the business to help push forward company’s growth initiatives
• Respect for philosophy of internal controls; critical aptitude to uphold maximum integrity of company’s financial presentation
• Open-minded attitude about building department infrastructure tailored to evolving business needs
• Ability to “plug in” as required to address administrative needs during busy periods or in service of departmental coverage

The company culture values honesty, integrity, dedication, resourcefulness, independence, and taking ownership.

Other Skills & Abilities

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Communication should be clear, concise and diplomatic – whether verbal, email or IM.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage and to draw and interpret graphs.

Reasoning Skills
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate the computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

Meriton is an Equal Opportunity Employer

Employment practices will not be influenced or affected by an applicant’s or employee’s race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status.  Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.