Meriton
Accounts Payable Disbursements Specialist
Irving, Texas
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.
Disbursements Specialist
Reports To:
Disbursements Supervisor
Department:
Shared Services Center (SSC) – Accounts Payable
FLSA Status:
Non-Exempt
Team:
Disbursement & Payment Controls Team
Scope:
U.S. operations; executes high-volume payment proposal processing, validation, and documentation across business units
Role Summary
The Disbursements Specialist is responsible for executing the end-to-end disbursement process for Meriton’s Accounts Payable function, ensuring that vendor, employee, and intercompany payments are processed accurately, timely, and in full compliance with Treasury and AP control policies.
This position performs payment proposal generation, validation, positive pay reconciliation, and exception resolution across all business units within the Shared Services Center (SSC).
As Meriton scales rapidly, this role becomes critical in maintaining process discipline, minimizing payment errors, and supporting automation-driven scalability.
The Specialist serves as a core control operator, protecting working capital accuracy and safeguarding disbursement integrity across multiple systems and financial institutions.
Shared Services & Scale Priorities
Control Integrity:
Ensure all payment proposals comply with SoD, approval hierarchy, and Treasury funding rules.
Operational Efficiency:
Execute payment processing and validation in alignment with SLA and Treasury cutoffs.
Automation Enablement:
Maintain clean, standardized data to support RPA and AI-based proposal automation.
Scalability:
Apply consistent, template-based processing that can scale to multi‑entity, multi‑bank environments.
Audit Readiness:
Maintain complete documentation for every payment run, supporting traceability and control testing.
Core Responsibilities Payment Proposal Execution
Generate and validate payment proposals in Microsoft D365 F&O based on defined cycles and cutoff times.
Review proposal accuracy (vendor, invoice, payment method, amount, currency) prior to Treasury approval.
Monitor pending approvals and ensure all required sign‑offs are complete before file release.
Submit positive pay files to Treasury and confirm receipt of funding approval.
Escalate discrepancies, duplicate payments, or rejected transactions to the Supervisor.
Exception Management
Investigate and resolve rejected or failed payments in collaboration with AP Operations and Treasury.
Identify incomplete or incorrect vendor setups and liaise with the Vendor Master team to correct them.
Track and report all exceptions in the SSC’s disbursement exception log.
Documentation & Control
Maintain comprehensive evidence for each payment run, including proposal logs, approvals, and release confirmations.
File documentation per retention policy for audit access.
Support quarterly access and SoD reviews for disbursement roles.
Execute control checklists daily to confirm payment readiness and process adherence.
Process Improvement
Recommend improvements to batch validation steps and file submission processes.
Support implementation of RPA scripts or workflow rules for recurring payment validation tasks.
Participate in user acceptance testing (UAT) for new payment functionality.
With Treasury:
Confirm release approvals, funding availability, and positive pay accuracy.
With AP Operations:
Coordinate timing for invoice readiness and urgent vendor payments.
With Governance & Close:
Provide documentation and metrics for audit or period‑end reporting.
With AP Technology:
Support automation pilots and process standardization.
Qualifications
Associate or Bachelor’s degree in Accounting, Finance, or Business preferred.
2–4 years of experience in Accounts Payable or Treasury Operations.
Hands‑on experience with Microsoft D365 F&O, ExFlow, or equivalent ERP payment systems.
Familiarity with positive pay, SoD controls, and Treasury workflows.
Strong attention to detail and documentation discipline.
Excellent communication and time management skills.
Key Success Metrics Accuracy
100% payment proposals generated and submitted by cutoff
Timeliness
100% adherence to approval workflows and SoD validation
Audit Readiness
Zero missing or incomplete payment evidence
Number of automated tasks executed vs. manual steps
Physical Demands
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 to travel via plane or car to events.
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.
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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.
Disbursements Specialist
Reports To:
Disbursements Supervisor
Department:
Shared Services Center (SSC) – Accounts Payable
FLSA Status:
Non-Exempt
Team:
Disbursement & Payment Controls Team
Scope:
U.S. operations; executes high-volume payment proposal processing, validation, and documentation across business units
Role Summary
The Disbursements Specialist is responsible for executing the end-to-end disbursement process for Meriton’s Accounts Payable function, ensuring that vendor, employee, and intercompany payments are processed accurately, timely, and in full compliance with Treasury and AP control policies.
This position performs payment proposal generation, validation, positive pay reconciliation, and exception resolution across all business units within the Shared Services Center (SSC).
As Meriton scales rapidly, this role becomes critical in maintaining process discipline, minimizing payment errors, and supporting automation-driven scalability.
The Specialist serves as a core control operator, protecting working capital accuracy and safeguarding disbursement integrity across multiple systems and financial institutions.
Shared Services & Scale Priorities
Control Integrity:
Ensure all payment proposals comply with SoD, approval hierarchy, and Treasury funding rules.
Operational Efficiency:
Execute payment processing and validation in alignment with SLA and Treasury cutoffs.
Automation Enablement:
Maintain clean, standardized data to support RPA and AI-based proposal automation.
Scalability:
Apply consistent, template-based processing that can scale to multi‑entity, multi‑bank environments.
Audit Readiness:
Maintain complete documentation for every payment run, supporting traceability and control testing.
Core Responsibilities Payment Proposal Execution
Generate and validate payment proposals in Microsoft D365 F&O based on defined cycles and cutoff times.
Review proposal accuracy (vendor, invoice, payment method, amount, currency) prior to Treasury approval.
Monitor pending approvals and ensure all required sign‑offs are complete before file release.
Submit positive pay files to Treasury and confirm receipt of funding approval.
Escalate discrepancies, duplicate payments, or rejected transactions to the Supervisor.
Exception Management
Investigate and resolve rejected or failed payments in collaboration with AP Operations and Treasury.
Identify incomplete or incorrect vendor setups and liaise with the Vendor Master team to correct them.
Track and report all exceptions in the SSC’s disbursement exception log.
Documentation & Control
Maintain comprehensive evidence for each payment run, including proposal logs, approvals, and release confirmations.
File documentation per retention policy for audit access.
Support quarterly access and SoD reviews for disbursement roles.
Execute control checklists daily to confirm payment readiness and process adherence.
Process Improvement
Recommend improvements to batch validation steps and file submission processes.
Support implementation of RPA scripts or workflow rules for recurring payment validation tasks.
Participate in user acceptance testing (UAT) for new payment functionality.
With Treasury:
Confirm release approvals, funding availability, and positive pay accuracy.
With AP Operations:
Coordinate timing for invoice readiness and urgent vendor payments.
With Governance & Close:
Provide documentation and metrics for audit or period‑end reporting.
With AP Technology:
Support automation pilots and process standardization.
Qualifications
Associate or Bachelor’s degree in Accounting, Finance, or Business preferred.
2–4 years of experience in Accounts Payable or Treasury Operations.
Hands‑on experience with Microsoft D365 F&O, ExFlow, or equivalent ERP payment systems.
Familiarity with positive pay, SoD controls, and Treasury workflows.
Strong attention to detail and documentation discipline.
Excellent communication and time management skills.
Key Success Metrics Accuracy
100% payment proposals generated and submitted by cutoff
Timeliness
100% adherence to approval workflows and SoD validation
Audit Readiness
Zero missing or incomplete payment evidence
Number of automated tasks executed vs. manual steps
Physical Demands
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 to travel via plane or car to events.
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.
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