Meriton

Meriton

Business Systems Analyst – Project Management Platforms

Irving, TX · Director

Sponsorship not specified$15k-$20kDetected 28 days ago
Data StructuresProject ManagementAgileCRMAccountingExcelERPResearchLeadershipCommunicationMicrosoft Office

About the role

  • Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies.
  • If you're looking to make an impact, we're glad you're here.
  • Your work spans the full project lifecycle: from opportunity and contract through resource deployment, time and expense capture, project billing, and revenue recognition.

Responsibilities

  • Participate in agile sprint cycles during the build phase, contributing to the design and configuration of the D365 Project Operations core template
  • Evaluate design decisions for scalability and repeatability across 20+ entities - the goal is an 80% standardized template with well-documented entity-specific deviation patterns
  • Maintain a Design Decision Log capturing configuration rationale, fit/gap outcomes, and process decisions that serves as institutional memory for the program
  • Support entity wave planning by contributing to pre-deployment discovery sprints and operating company readiness assessments, and identify where process variation across entities is legitimate business need versus undisciplined customization
  • Perform fit/gap analysis between stakeholder business processes and D365 Project Operations standard capabilities, recommending configuration-first solutions before escalating to development
  • Map end-to-end project lifecycle processes - from opportunity through final billing - ensuring no handoff gaps between D365 modules or integrated systems, and identify and document integration touchpoints between Project Operations and F&O financials, Field Service, and any external Sales or CRM platforms
  • Collaborate with Solution Architects, Integration Engineers, Data Migration Analysts, and QA teams to ensure end-to-end configuration quality across the project lifecycle
  • Develop and execute UAT test scenarios spanning the full project workflow, including cross-functional scenarios that cross the Sales-PM-Finance boundary
  • Support data migration planning for project data structures - active projects, resource records, billing schedules, and historical WIP - ensuring accurate mapping to D365 data models
  • Template Design & Deployment Factory

Requirements

  • Getting this right in D365 Project Operations is not a configuration exercise - it requires deep process fluency and the ability to navigate competing priorities across functions that rarely speak the same language.
  • Occasional travel may be required.
  • Must be able to walk, bend, stand, and reach constantly during a workday.
  • Must be able to lift 15 - 20 lbs.

Nice to have

  • Bachelor's degree in Finance, Accounting, Business, Computer Science or a related field (MBA or Master's preferred)
  • 3-8 years of experience in ERP or project management platform implementations - we prioritize D365 Project Operations depth over years of experience
  • Hands-on experience with Microsoft Dynamics 365 Project Operations, with direct involvement in at least one full-cycle implementation or major functional area rollout
  • Demonstrated experience working across multiple stakeholder functions - candidates who have only worked within a single department (e.g., finance-only or PM-only) will find this role challenging
  • Strong understanding of project-based business models - how projects are sold, resourced, executed, and billed - including time and expense, milestone billing, and revenue recognition concepts
  • Strong communication and facilitation skills - you will regularly navigate rooms where Sales, Finance, and Field Ops have conflicting priorities and need a neutral, solutions-oriented voice
  • Experience with D365 Field Service module
  • understanding of D365 F&O financials sufficient to map Project Operations billing outputs to the general ledger

Compensation

  • Project Ignite is a large-scale enterprise transformation program uniting 20+ operating companies onto a single Microsoft Dynamics 365 Finance & Operations and Project Operations platform.
  • We are building a deployment factory designed to roll out several entities per year - from common-stack migrations to mid-complexity entities with distinct operational models, service delivery structures, and customer-facing workflows.
  • As a Business Systems Analyst on the Project Management Platforms workstream, you sit at the intersection of some of the most operationally complex stakeholder groups in the enterprise - Sales, Project Managers, Field Service teams, and Accounting.

Benefits

  • Project Managers - project planning, resource assignments, task structures, time and expense workflows, milestone tracking, and project health reporting

Equal opportunity

  • Reasonable accommodation may be made to enable individuals
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This listing is sourced directly from Meriton's careers page and normalized into a canonical job model.