Business Systems Analyst - F&O ERP

Job Description

Job Description

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.

Job Title: Business Systems Analyst – F&O ERP
Reports To: Director, BSA – F&O ERP
FLSA Status: Exempt
Location: Shared Services Office, Irving, TX (Hybrid)

Summary:
Project Ignite is a large-scale enterprise transformation program uniting 20+ operating companies onto a single Microsoft Dynamics 365 Finance & Operations and Project Operations platform. We are building a deployment factory designed to roll out several entities per year across a tiered portfolio — from common-stack migrations to mid-complexity entities with unique process and integration requirements.

As a Business Systems Analyst on the F&O ERP workstream, you will be embedded in an agile delivery team working alongside PwC (our System Integrator) and internal technical leads. You will play a direct role in shaping, validating, and deploying a standardized D365 F&O template that scales across the enterprise — with every sprint you contribute to becoming the foundation for dozens of future entity rollouts. This is a high-visibility, high-impact role for someone who wants to be at the center of a complex, multi-year transformation — not supporting it from the sidelines.

Essential Duties and Responsibilities:
Template Design & Deployment Factory
• Participate actively in agile sprint cycles during the build phase, contributing to the design and configuration of the D365 F&O core template
• Evaluate every design decision not just for entity 1, but for scalability and repeatability across 20+ entities — you are building a factory, not a one-off implementation
• Document process decisions, configuration rationale, and fit/gap outcomes in a Design Decision Log that serves as institutional knowledge for the program
• Support wave planning by contributing to entity readiness assessments and pre-deployment discovery sprints
Business Process & Requirements
• Own a team of BSA's focused on deployment of Microsoft F&O and Project Operations tech stack. This team will be business facing and the first line of defense for change management, cutover, hyper care and Q&A around system functionality
• Lead or support fit/gap analysis sessions, translating business process requirements into D365 F&O configuration or development specifications
• Identify process inefficiencies and recommend system-driven solutions that align with the program's standardization-first design principle; ensure financial data integrity, compliance, and internal controls are maintained across all configured modules
Delivery & Cross-Functional Collaboration
• Work closely with Solution Architects, Integration Engineers, Data Migration Analysts, and QA teams to ensure end-to-end delivery quality; support UAT cycles including test case development, defect triage, and sign-off coordination with business stakeholders
• Assist with data migration planning and validation, ensuring source data maps accurately to D365 data structures
• Contribute to cutover planning and hypercare support at go-live, with an expectation of being on-site or on-call during critical deployment windows
Knowledge Transfer & Capability Building
• Develop and maintain user guides, process documentation, and training materials that support end-user adoption across entities
• Support onboarding of future BSA team members by sharing playbooks, templates, and lessons learned from prior deployments
• Serve as a functional knowledge resource for the growing internal D365 team, reducing reliance on external SI support over time; actively participate in knowledge transfer from PwC ensuring internal capability grows with each deployment cycle
How You Will Succeed
Project Ignite moves fast. We are building a deployment factory that will roll out to several entities per year, which means the decisions you make in the build phase have multiplied impact. The people who thrive in this program share a few traits:
• Standardization mindset — you default to the template and document exceptions rather than customizing first, while understanding that operating companies can have different expectations that warrant a documented deviation
• Bias toward documentation — you treat playbooks and design logs as delivery outputs, not afterthoughts
• Collaborative but opinionated — you build strong relationships across finance, IT, and SI teams while being willing to push back when requirements threaten repeatability or impact the program timeline
• Ownership orientation — you follow issues through to resolution rather than handing them off at the boundary of your role
• Comfortable with ambiguity — this is a standing-up phase; not everything will be defined, and you will help define it
Other Duties
• Regular, consistent and necessary to meet the needs of the business
• Assists the leadership team and other team members with various research projects and/or special projects
• 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

Education/Experience:
• Bachelor's degree in Finance, Accounting, Business, Computer Science or a related field (MBA or Master's preferred)
• 3–8 years of experience in ERP business analysis, financial systems, or finance operations — we prioritize D365 F&O depth over years
• Hands-on experience with Microsoft Dynamics 365 Finance & Operations, with direct involvement in at least one full-cycle implementation or major module rollout
• Strong foundation in accounting principles and financial processes (GL, AP, AR, month-end close, financial reporting); demonstrated ability to translate business requirements into functional design specifications and system configurations
• Experience participating in UAT, data validation, or cutover activities on an ERP implementation; comfortable working in an agile delivery model with sprint-based deliverables
• Strong communication skills — you will be in rooms with both finance directors and technical architects and need to bridge both worlds
• Strongly Preferred: experience with D365 Project Operations or project-based billing; exposure to multi-entity deployments; familiarity with Power BI or financial reporting tools (Vena, Anaplan, OneStream); client-side SI governance experience; data migration concepts in D365 context; APICS, MB-300, or MB-310 certification
• 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 accommodation 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.