Senior Financial Systems Analyst

Meriton; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Meriton is seeking a Senior Financial Systems Analyst to support, optimize, and enhance our financial systems, with hands-on experience in Microsoft Dynamics 365 Finance & Operations and a strong accounting foundation. This role bridges technology and finance to ensure accurate, efficient data and scalable system integrations.

You will collaborate across Finance and IT, support acquisitions and module rollouts, build financial tools, and deliver robust reports and dashboards to guide strategic

Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, or related field.
• 4–7 years of experience in financial systems or finance business processes.
• Preferred experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O).
• Strong understanding of accounting principles and financial processes.
• Exposure to financial reporting tools such as Power BI, Vena, Anaplan, or Onestream.
• Experience with ERP implementations or system migrations.
• Knowledge of financial compliance and internal controls.
• Ability to translate business requirements into technical solutions.
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).

Responsibilities

• Participate in the optimization of financial systems, including ERP (Microsoft Dynamics 365 F&O) and accounting & finance platforms, ensuring integrity, efficiency, and compliance.
• Maintain and troubleshoot the existing F&O environment serving as a key resource for end user support.
• Partner with finance and accounting teams to identify inefficiencies and implement system‑driven solutions.
• Assist with new acquisitions, new module rollouts, system upgrades, and integrations with other business applications.
• Ensure accuracy, integrity, and security of financial data across systems.
• Provide training, create user guides, and support end‑users in leveraging system functionality.
• Develop and maintain financial reports, dashboards, and analytics to support decision‑making.
• Work closely with IT, finance, and operations teams to align system capabilities with business objectives.
• Regular, consistent and necessary to meet the needs of the business
• Assists the leadership of the Finance and Department teams 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

Skills

Communication

Interpersonal skills

Analytical thinking

Problem solving

Attention to detail

Self-motivation

Education

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

Tools

Microsoft Dynamics 365 F&O

Power BI

Excel

Outlook

PowerPoint

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: Senior Financial Systems Analyst
Reports To: Director, Financial Systems
FLSA Status: Exempt
Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

The Senior Financial Systems Analyst plays a key role in supporting, optimizing, and enhancing our financial systems. The ideal candidate will have hands‑on experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O) and a strong foundation in accounting through their knowledge and work experience. The Senior Financial Systems Analyst bridges technology and finance, ensuring our systems align with business needs and deliver accurate, efficient financial data.

This is a highly collaborative role at the intersection of Finance and IT. You will have the opportunity to play a part that will significantly shape the company’s financial technology landscape by scaling integrations, building innovative financial tools, and ensuring our systems are operating efficiently to meet future growth. You’ll join a collaborative and forward-thinking team dedicated to excellence, process improvement, and supporting the company’s long-term strategic vision.

Essential Duties and Responsibilities:

• Participate in the optimization of financial systems, including ERP (Microsoft Dynamics 365 F&O) and accounting & finance platforms, ensuring integrity, efficiency, and compliance.
• Maintain and troubleshoot the existing F&O environment serving as a key resource for end user support.
• Partner with finance and accounting teams to identify inefficiencies and implement system‑driven solutions.
• Assist with new acquisitions, new module rollouts, system upgrades, and integrations with other business applications.
• Ensure accuracy, integrity, and security of financial data across systems.
• Provide training, create user guides, and support end‑users in leveraging system functionality.
• Develop and maintain financial reports, dashboards, and analytics to support decision‑making.
• Work closely with IT, finance, and operations teams to align system capabilities with business objectives.
• Regular, consistent and necessary to meet the needs of the business
• Assists the leadership of the Finance and Department teams 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

Competencies:

• Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions.
• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization. Strong verbal and written communication skills
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists
• Open and transparent with a strong work ethic as well as the ability to handle sensitive and confidential information.
• Strong attention to detail
• Ability to work in a fast‑paced environment
• Must be a self‑starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
• Ability to establish and build effective working relationships with colleagues and staff. Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practices

Education/Experience:

• Bachelor’s degree in Accounting, Finance, Information Systems, or related field.
• 4-7 years of experience in financial systems or finance business processes
• Preferred experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O).
• Strong understanding of accounting principles and financial processes.
• Exposure or experience with financial reporting tools such as PowerBI, Vena, Anaplan, or Onestream.
• Experience with ERP implementations or system migrations.
• Knowledge of financial compliance and internal controls.
• Ability to translate business requirements into technical solutions.
• 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:

• 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.