Business Analyst, IT Finance & Operations

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, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.

About the role

The Business Analyst, IT Finance & Operations supports the financial and operational functions of the Information Technology organization. This role partners with IT leadership, Finance, Procurement, Accounting, HR, vendors, and business stakeholders to manage IT budgets, telecom expenses, vendor operations, procurement, cost allocations, reporting, and process improvements. This position is ideal for someone who enjoys solving problems, analyzing data, improving processes, and building strong business relationships.

Reports to: Director, IT Finance & Operations. FLSA Status: Exempt. Location: Shared Services Office in Irving, TX (Hybrid preferred) or Remote.

Responsibilities

• IT Financial Planning & Analysis
  • 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 financial reports and dashboards that give stakeholders ongoing visibility into IT financial performance
• Telecom & Cost Management
  • 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
• Procurement & Vendor Management
  • 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
• Business Operations
  • 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
• Other Duties
  • Assist the leadership team and other team members with various research projects and/or special projects
  • Perform other duties and responsibilities as assigned
  • Conduct self in an ethical, legal, and responsible manner at all times
  • 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
• Proficient in Microsoft Excel, Outlook, Word, PowerPoint, and Teams

Preferred Qualifications

• 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

Work Environment

The work environment is a corporate office setting with moderate noise levels and temperature. The position is primarily based at the Shared Services Office in Irving, TX, with hybrid or remote work options available depending on project needs. Some travel may be required, especially if located remotely.

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