Business Analyst, IT Finance & Operations

Socket.dev; Irving (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. The Business Analyst, IT Finance & Operations supports IT budgets, telecom expenses, vendor operations, and cost allocations, partnering with IT leadership and business stakeholders to improve processes and reporting.

This role focuses on budgeting, forecasting, dashboards in Excel/Power BI, and cross-functional collaboration across IT, Finance, Procurement, and HR to build value for

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, IS, Operations, or related field.
• 2+ years in Business Analysis, Finance, FP&A, Procurement or Operations.
• Proficient in Excel, Outlook, Word, PowerPoint, and Teams.
• Strong analytical and organizational skills with attention to detail.

Responsibilities

• Support IT budgeting and forecasting aligned with business priorities.
• Provide budget vs actual insights and variance analysis.
• Manage monthly IT telecom and wireless expense reconciliation.
• Coordinate purchase requests, POs, and invoice reconciliation.
• Develop Excel/Power BI reports for data-driven decisions.

Skills

Analytical

Organizational skills

Communication

Relationship-building

Attention to detail

Education

Bachelor’s degree in Business, Finance, Accounting, Information Systems, Operations, or related field

Tools

Microsoft Excel

Outlook

Word

PowerPoint

Teams

Power BI

Power Automate

Power Query

SharePoint

ERP systems

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.

Position Description

Job Title: Business Analyst, IT Finance & Operations

Reports To: Director, IT Finance & Operations

FLSA Status: Exempt

Location: Shared Services Office in Irving, TX Hybrid ( Preferred ); or Remote

Summary: 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.

Essential Duties and 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 of 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

• 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

Required

• 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

Preferred

• 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

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations 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. 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.

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.