Business Analyst, IT Finance & Operations

Meriton Group is a national network of companies driving HVAC innovation and strengthening operations through strategy, support, systems, and solutions. The Business Analyst, IT Finance & Operations supports IT financial planning, reporting, telecom and cost management, procurement, vendor operations, and process improvement while partnering with internal stakeholders and external vendors.

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
• 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
• 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