Financial Due Diligence Manager

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 Due Diligence Manager

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 Due Diligence Manager to oversee financial due diligence and project management for mergers and acquisitions (M&A). The Financial Due Diligence Manager 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

Lead Acquisition Activities from Deal Sourcing to Closing:

• Lead and manage end-to-end financial due diligence engagements, including scoping, planning, execution, and reporting from initial pre-letter of intent (“LOI”) due diligence to closing.
• Organize financial due diligence Request for Production file and manage large volumes of confidential financial and operational data provided by acquisition target in a secure data room.
• Building relationships and serving as primary client contact for leaders of acquisition targets.
• Building financial models and workbooks to organize information and assess the valuation of the acquisition target.
• Oversee the preparation of high-quality due diligence reports, executive level deliverables, and Board presentations to present a recommended enterprise value reference range to negotiate a LOI.
  
  

Financial Analysis And Technical Expertise

• Perform financial due diligence on key areas of the Income Statement and Balance Sheet
• Analyze historical and projected financial statements, quality of earnings, net working capital, and key revenue and margin trends to verify financial health and identify any potential risks or hidden liabilities.
• Analyze the target company's operational processes, cost structures, and revenue streams to identify areas for efficiency improvements or potential integration challenges.
• Formulate questions and propose financial statement adjustments based on identification of key risks and business drivers.
• Analyze industry data and market trends to provide strategic vision and forecast the future performance for the acquisition target.
• Use data analytics to create and test various financial scenarios, such as sensitivity analyses, to assess a deal's viability under different market conditions.
  
  

Transaction Support And Deal Execution

• Manage and monitor due diligence checklists and acquisition workstream timelines leading to closing.
• Work with cross-functional teams to collect and analyze information and communicate key findings
• Assist the Acquisition Controller with data gathering and analysis of transactional activity to assist in the preparation of the opening balance sheet at closing.
• 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.
  
  

Other Duties & Projects

• Support special projects and other ad-hoc reporting as needed.
• Manage, coach, train, and mentor junior team members in analytical techniques, client management, and content for executives and Board members.
• Support recruiting efforts and contribute to team culture and employee development.
• 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

• Master's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a similar field.
• 3 years in financial accounting due diligence, business valuation, bank underwriting, 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
  
  

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.