Senior Financial Systems Analyst

Meriton; Irving (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Meriton is seeking a Senior Financial Systems Analyst to optimize and enhance financial systems, particularly Microsoft Dynamics 365 Finance & Operations. In this hybrid role based in Irving, TX, you will collaborate with finance and IT teams to ensure systems meet business needs and deliver accurate data.

A successful candidate will have a bachelor's degree in a relevant field, 4-7 years of experience, and strong analytical skills. The position may involve occasional travel and telework based on project requirements.

Qualifications

• 4-7 years of experience in financial systems or finance business processes.
• Preferred experience with Microsoft Dynamics 365 F&O.
• Knowledge of financial compliance and internal controls.

Responsibilities

• Optimize financial systems and ensure compliance.
• Maintain and troubleshoot existing F&O environment.
• Develop and maintain financial reports and dashboards.

Skills

Hands-on experience with Microsoft Dynamics 365 Finance & Operations

Strong foundation in accounting

Excellent communication and interpersonal skills

Problem-solving ability

Strong attention to detail

Education

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

Tools

Microsoft Office Suite

PowerBI

Vena

Anaplan

Onestream

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 Details

• 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.

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.
• Assist the leadership of the Finance and Department teams 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.

Competencies

• Elevated professionalism demonstrating tempered emotions, empathy, positive intent, and integrity.
• Excellent communication and interpersonal skills.
• Ability to solve practical problems and manage a variety of variables.
• Open and transparent with a strong work ethic.
• Strong attention to detail.
• Ability to work in a fast‑paced environment.
• Self‑starter with strong organizational skills and the ability to manage multiple priorities.

Education and 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.
• Proficient in the Microsoft Office Suite.

Work Environment and Physical Demands

The workplace is in a corporate office environment in Irving, TX. Telework or work at home may occur depending on project needs. Occasional travel may be required. Physical demands include walking, bending, standing, reaching, and lifting 15-20 lbs.

Equal Opportunity Employer

Employment practices will not be influenced by an applicant's race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, veteran status, or any other legally protected status. Salary ranges are dependent upon qualifications, experience, internal equity, and budget.