Business Systems Analyst - Project Management Platforms

About the role

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. Your work spans the full project lifecycle: from opportunity and contract through resource deployment, time and expense capture, project billing, and revenue recognition. 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. Every design decision you contribute to during the build phase becomes the template deployed across 20+ operating companies. You are not just supporting one implementation - you are building the playbook for a factory. Essential Duties and Responsibilities: Template Design & Deployment Factory - 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 Cross-Functional Stakeholder Engagement - Sales Teams - opportunity management, contract and project setup, billing milestones, and the handoff from CRM/sales process into project initiation in Project Operations - Project Managers - project planning, resource assignments, task structures, time and expense workflows, milestone tracking, and project health reporting - Field Service Teams - work order management, scheduling, mobile time capture, and integration of field activity back into project cost and billing Requirements & Process Design - Accounting & Finance - project billing, revenue recognition, WIP management, intercompany transactions, and reconciliation between Project Operations and F&O financials; lead or support requirements workshops with all four groups, facilitate fit/gap analysis sessions, and translate competing stakeholder needs into a coherent, standardized configuration - Perform fit/gap analysis between stakeholder business processes and D365 Project Operations standard capabilities, recommending configuration-first solutions before escalating to development - Translate business requirements into functional design specifications and user stories consumable by Solution Architects and the PwC SI team - 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 Delivery & Quality - 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 - Participate in cutover planning and hypercare support at go-live, including on-site or on-call availability during critical deployment windows; triage and re

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Additional Information

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: Business Systems Analyst - Project Management Platforms Reports To: Director, BSA - Project Management Platforms FLSA Status: Exempt Location: Shared Services Office, Irving, TX (Hybrid)

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