Financial Analyst, M&A

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.

Position Description

Job Title: Financial Analyst, M&A

Reports To: Director of Strategic Finance

FLSA Status: Exempt

Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

Meriton is a fast-paced, growth-focused company. We partner with manufacturers' representatives to be a relentless advocate for our partners' success in the HVAC industry. We are seeking a Financial Analyst Intern/Extern to provide financial analysis for mergers and acquisitions (M&A) due diligence, budgeting, and cash flow modeling. The Financial Analyst role provides valuable experience with financial transactions in a fast-paced, growing company, where your work will directly influence important business decisions.

Essential Duties and Responsibilities:

Financial Analysis & Modeling:

• Conduct detailed financial analysis and build financial models to support potential acquisition opportunities.
• Analyze the target company's operational processes, cost structures, and revenue streams to identify areas for efficiency improvements or potential integration challenges.
• Conduct comparable company analysis (Comps) and precedent transaction analysis to benchmark the target company's valuation against similar public companies and recent M&A deals.
• Use data analytics to create and test various financial scenarios, such as sensitivity analyses, to assess a deal's viability under different market conditions.

Data Management:

• Assemble and summarize industry data from various sources to produce reports on financial risks and expectations within the HVAC and construction industries.
• Organize and manage large volumes of confidential financial and operational data provided by the acquisition target in a secure virtual data room.

Due Diligence Support:

• Manage and monitor due diligence checklists and acquisition workstream timelines
• Assist the Acquisition Controller with data gathering and analysis of transactional activity.
• Scrutinize the target company’s financial statements, tax returns, contracts, and legal documents to verify financial health and identify any potential risks or hidden liabilities.

Reporting & Presentations:

• Assist in the preparation of discounted cash flow analyses and board presentations for acquisition opportunities, as well as ASC 805 analyses for financial reporting.
• Analyze industry data and market trends to provide context for the deal and forecast the combined company's future performance.
• Work with cross functional teams to collect and analyze information and communicate key findings

Other Duties & Projects

• Support special projects and other ad-hoc reporting as needed.
• Regular, consistent and necessary to meet the needs of the business
• 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

Competencies 

• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization. Strong verbal and written communication skills
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists
• Strong attention to detail
• Ability to work in a fast-paced environment
• Must be a self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
• Ability to establish and build effective working relationships with colleagues and staff. Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practices

 Education/Experience:

• Bachelor's or Master's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a similar field.
• 2+ years in financial accounting due diligence, business valuation, and/or data analytics.
• Solid understanding of basic financial statements, including the balance sheet, income statement, and statement of cash flow.
• Experience with SQL or Power BI is recommended.
• Professional certifications related to finance (CFA, CPA, CMA, ASA) are advantageous but not required.
• Preferably experience from Big 4 or top accounting firms, business valuation firms, or due diligence firms.
• Experience in high-value acquisitions with enterprise values in excess of $10 million.
• Exceptional analytical and critical thinking skills.
• A strong desire to develop analytical and predictive models..
• Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position’s primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department. Occasional travel may be required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.

• Must be able to walk, bend, stand, and reach constantly during a workday.
• Must be able to lift 15 – 20 lbs.
• Standing for long periods of time (4-5 hours) occasionally
• Must be able travel via plane or car to events

Acknowledgment:

I have read this job description and fully understand the requirements set forth therein. I hereby accept the position of Financial Analyst, M&A agrees to perform the identified essential functions in a safe manner and in accordance with the facility’s established procedures. I further understand that during my employment, is at-will and thereby understand that my employment can be terminated at-will either by the company or myself and that such termination can be made with or without notice.

 

 

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.