Business Analyst, IT Finance & Operations

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies and supporting their operations through systems and solutions. The Business Analyst, IT Finance & Operations supports IT financial planning, budgeting, reporting, telecom expense management, procurement, vendor operations, and cost allocations. The role also develops analysis, improves processes, supports automation, and partners with stakeholders on strategic initiatives.

Responsibilities:

• Support the annual budgeting and forecasting process for the IT organization, ensuring plans are accurate and aligned with business priorities
• Provide IT leadership with clear visibility into financial performance through budget vs. actual reporting and variance analysis
• Identify and advance cost optimization opportunities by analyzing IT spending trends and patterns
• Develop and upkeep of financial reports and dashboards that give stakeholders ongoing visibility into IT financial performance
• Manage monthly telecom and wireless expense reconciliation, ensuring accuracy and accountability for IT spend
• Maintain departmental chargebacks and cost allocations are accurate and reflect actual IT usage across the business
• Research billing discrepancies and champion process improvements that prevent recurring issues
• Support software licensing and subscriptions are tracked, managed, and optimized on an ongoing basis
• Coordinate purchase request, purchase order, and invoice reconciliation process to ensure timely, accurate procurement
• Maintain vendor contracts and renewal schedules proactively to avoid service disruptions or lapses
• Contribute to vendor evaluation and sourcing decisions
• Build actionable reporting and analysis using Excel and Power BI to support data-driven decision-making
• Identify opportunities to automate manual processes and drive continuous operational improvement
• Maintain operational documentation remains accurate and current to support consistency and knowledge continuity
• Support in mergers, acquisitions, audits, and other strategic initiatives as they arise
• 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

Requirements:

• Bachelor's degree in Business, Finance, Accounting, Information Systems, Operations, or related field
• 2+ years of experience in Business Analysis, Finance, FP&A, Procurement, Operations, Project Coordination, or similar analytical roles
• Strong analytical and organizational skills
• Excellent communication and relationship-building skills
• High attention to detail with the ability to manage multiple priorities
• Must be proficient in Microsoft Excel, Outlook, Word, PowerPoint, and Teams
• Experience with one or more of the following: FP&A, budgeting and forecasting, procurement or vendor management, telecom expense management, ERP systems, Microsoft 365, Dynamics 365 Finance & Operations
• Power BI, or Power Automate
• Familiarity with Power Query and SharePoint
• Some travel may be required if located in the Irving Office
• Often travel may be required if remote
• 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
• Location: Shared Services Office in Irving, TX Hybrid (Preferred); or Remote