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
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.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions. Must be able to regularly lift and/or move up to 25 pounds and frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
Meriton is an Equal Opportunity Employer
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.
Top Skills
What We Do
Meriton has deep experience and a strong track record of success in the commercial HVAC industry. Our team makes long-term investments in top-tier, independent companies and brings them together to maximize our collective potential.
Our portfolio has a footprint spread across 13 U.S. states between ten businesses: Air Equipment Company, CFM Company, Custom Mechanical Solutions, Engineered Equipment, Inc., HVAC RNTL, Integrated Cooling Solutions, Mechanical Products Nevada, Mechanical Products Southwest, Texas AirSystems and Vicon Equipment. For more information about our portfolio, visit our website.
We are the leading network of exclusive manufacturers’ representatives in commercial and industrial HVAC equipment. Our business is driven by trusted relationships with manufacturer partners, building owners, contractors, engineers, and architects.
At Meriton, our name embodies our team spirit and collaborative approach.
It’s a combination of the words “merit” and “peloton”.
Our company's legacy is rooted in the idea of 'merit' representing the hard work we put in to earn every win. Peloton, refers to cyclists who ride closely together to save energy and reduce wind resistance to help each other perform better in a race.
That’s what we do here. Ride as a team. Reduce headwinds.
Help each other grow, build and win.
At Meriton we're Accelerating Excellence every day.






