Business Systems Analyst - Project Management Platforms

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 – Project Management Platforms
Reports To: Director, BSA – Project Management Platforms
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 — from common-stack migrations to mid-complexity entities with distinct operational models, service delivery structures, and customer-facing workflows.

As a Business Systems Analyst on the Project Management Platforms workstream, you sit at the intersection of some of the most operationally complex stakeholder groups in the enterprise — Sales, Project Managers, Field Service teams, and Accounting. Your work spans the full project lifecycle: from opportunity and contract through resource deployment, time and expense capture, project billing, and revenue recognition. Getting this right in D365 Project Operations is not a configuration exercise — it requires deep process fluency and the ability to navigate competing priorities across functions that rarely speak the same language. Every design decision you contribute to during the build phase becomes the template deployed across 20+ operating companies. You are not just supporting one implementation — you are building the playbook for a factory.

Essential Duties and Responsibilities:
Template Design & Deployment Factory
• Participate in agile sprint cycles during the build phase, contributing to the design and configuration of the D365 Project Operations core template
• Evaluate design decisions for scalability and repeatability across 20+ entities — the goal is an 80% standardized template with well-documented entity-specific deviation patterns
• Maintain a Design Decision Log capturing configuration rationale, fit/gap outcomes, and process decisions that serves as institutional memory for the program
• Support entity wave planning by contributing to pre-deployment discovery sprints and operating company readiness assessments, and identify where process variation across entities is legitimate business need versus undisciplined customization
Cross-Functional Stakeholder Engagement
• Sales Teams — opportunity management, contract and project setup, billing milestones, and the handoff from CRM/sales process into project initiation in Project Operations
• Project Managers — project planning, resource assignments, task structures, time and expense workflows, milestone tracking, and project health reporting
• Field Service Teams — work order management, scheduling, mobile time capture, and integration of field activity back into project cost and billing
Requirements & Process Design
• Accounting & Finance — project billing, revenue recognition, WIP management, intercompany transactions, and reconciliation between Project Operations and F&O financials; lead or support requirements workshops with all four groups, facilitate fit/gap analysis sessions, and translate competing stakeholder needs into a coherent, standardized configuration
• Perform fit/gap analysis between stakeholder business processes and D365 Project Operations standard capabilities, recommending configuration-first solutions before escalating to development
• Translate business requirements into functional design specifications and user stories consumable by Solution Architects and the PwC SI team
• Map end-to-end project lifecycle processes — from opportunity through final billing — ensuring no handoff gaps between D365 modules or integrated systems, and identify and document integration touchpoints between Project Operations and F&O financials, Field Service, and any external Sales or CRM platforms
Delivery & Quality
• Collaborate with Solution Architects, Integration Engineers, Data Migration Analysts, and QA teams to ensure end-to-end configuration quality across the project lifecycle
• Develop and execute UAT test scenarios spanning the full project workflow, including cross-functional scenarios that cross the Sales-PM-Finance boundary
• Support data migration planning for project data structures — active projects, resource records, billing schedules, and historical WIP — ensuring accurate mapping to D365 data models
• Participate in cutover planning and hypercare support at go-live, including on-site or on-call availability during critical deployment windows; triage and resolve post-go-live issues, distinguishing configuration defects from training gaps from scope items
Knowledge Transfer & Capability Building
• Develop user guides, process flows, and training materials tailored to each stakeholder group — Sales, PM, Field Service, and Finance audiences require distinct documentation approaches
• Contribute to the program playbook for Project Operations deployments, capturing repeatable discovery patterns, common fit/gap findings, and configuration standards
• Support onboarding of future BSA team members by sharing lessons learned, wave retrospectives, and entity-specific deviation libraries, and actively participate in knowledge transfer from PwC to ensure internal capability grows with each deployment cycle
How You Will Succeed
The Project Operations workstream is the most stakeholder-intensive role on the program. You will be working with people who measure success in very different ways — Sales wants speed and flexibility, Project Managers want control and visibility, Field Service wants simplicity, and Finance wants accuracy and auditability. The people who thrive in this role share a few traits:
• Process-first orientation — you seek to understand the end-to-end workflow before jumping to system configuration, and you challenge scope that breaks the template without a compelling business reason
• Stakeholder diplomacy — you build trust with Finance directors and field supervisors equally, and you are skilled at finding the configuration that serves both to the greatest extent
• Standardization discipline — you default to the template and document exceptions rather than building bespoke solutions for every entity request, we can always iterate from a MVP
• Documentation rigor — you treat design logs, process flows, and training materials as first-class deliverables, not administrative overhead
• Ownership through go-live — you follow issues from requirements through hypercare, not just to handoff
• Comfortable with ambiguity — this is a standing-up phase with a fast-moving SI partner; not everything will be defined on day one, 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 or project management platform implementations — we prioritize D365 Project Operations depth over years of experience
• Hands-on experience with Microsoft Dynamics 365 Project Operations, with direct involvement in at least one full-cycle implementation or major functional area rollout
• Demonstrated experience working across multiple stakeholder functions — candidates who have only worked within a single department (e.g., finance-only or PM-only) will find this role challenging
• Strong understanding of project-based business models — how projects are sold, resourced, executed, and billed — including time and expense, milestone billing, and revenue recognition concepts
• Strong communication and facilitation skills — you will regularly navigate rooms where Sales, Finance, and Field Ops have conflicting priorities and need a neutral, solutions-oriented voice; comfortable working in an agile delivery model with sprint-based deliverables and iterative design
• Experience with D365 Field Service module; understanding of D365 F&O financials sufficient to map Project Operations billing outputs to the general ledger; exposure to multi-entity deployments and SI governance in a client-side BSA capacity; Microsoft MB-280, MB-240, or Project Operations certification a plus
• 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.