Business Systems Analyst (Commercial HVAC/R)

Helios HVACR Services•Maitland, FL

3d•$70,000 - $90,000

About The Position

Business Systems Analyst (BSA) - makes sure company’s software and data systems actually support how the business works day to day. They sit between business teams (operations, finance, sales) and technical teams (IT, developers, vendors), translating needs into system solutions—and making sure those solutions deliver real results. WHAT SETS HELIOS APART: Competitive salary Health benefits start DAY ONE 401K with company match Paid holidays plus very generous PTO policy Career growth opportunities, promote from within culture

Requirements

Bachelor’s degree in Finance, Accounting, Information Systems, Business Analytics, or a related field
Minimum of 2 years’ experience in finance, accounting, ERP systems, data analytics, or systems support; internship experience welcome
Experience working in a SQL-based ERP environment; SamPro strongly preferred
Intermediate SQL proficiency, including ability to write queries for data extraction, validation, and reporting
Proficient in Excel, including pivot tables, lookups, and formulas; comfortable working with large datasets
Highly organized and detail-oriented, with the ability to manage multiple priorities and meet deadlines
Strong communication skills, with the ability to explain technical and financial data clearly to non-finance users
Collaborative and analytical mindset with interest in improving financial processes, system workflows, and supporting ERP modernization initiatives
able to sit at a desk for extended period of time
must be able to communicate clearly and professionally in fast paced or high-pressure environments

Nice To Haves

Exposure to ERP implementation, system upgrades, data migration, or SaaS transition projects preferred
Familiarity with reporting tools such as Domo, Power BI, or similar BI platforms

Responsibilities

Financial Reporting & Analysis
Support the monthly financial close, including reconciliations, journal entries, and variance analysis.
Maintain and distribute recurring financial and operational reports using Excel, DB Analytics, Domo, and SQL queries directly from the SamPro database.
Write and maintain SQL queries to extract, validate, and reconcile ERP data for financial reporting and analysis.
Analyze trends in job profitability, billing activity, WIP, accruals, and department-level performance to identify issues or opportunities.
Prepare reporting packages for leadership, supporting budget-to-actual tracking and KPI dashboards.
Assist in tracking margin performance and revenue workflows using ERP data and structured reporting logic.
Ensure alignment and accuracy between SQL-based ERP data and downstream BI and reporting platforms.
ERP & Systems Support
Audit and manage master data within the SQL-based SamPro ERP environment, including GL codes, cost categories, client/vendor records, and job types, to ensure standardization and data governance.
Monitor and support automated logic related to billing flags, margin calculations, work order exclusions, and job status changes.
Serve as a key resource to the Finance team by developing subject matter expertise in SamPro system workflows, database structure, and reporting architecture.
Support user access reviews and permission requests to maintain appropriate system controls.
Test new system features, configuration updates, and workflow changes in coordination with IT and senior Finance staff.
Participate in ERP implementation initiatives, including requirements gathering, data mapping, UAT testing, and validation efforts.
Assist with data extraction, cleanup, and reconciliation activities in preparation for migration from a SQL-based ERP to a SaaS-based platform.
Create and maintain system documentation, training materials, and SOPs for ERP processes.
Assist users in Client Management and Operations with ERP navigation, job setup, billing workflows, and reporting access, including support through the systems ticketing process for non-IT SamPro issues.
Ensure operational processes remain consistent and scalable across job functions.
Data Integration & Reporting Tools
Monitor data flows between SamPro, Domo, DB Analytics, and Excel-based models to ensure reporting accuracy and integrity.
Troubleshoot delays or discrepancies in SQL queries, database views, and automated data feeds, escalating issues when necessary.
Support development and optimization of dashboards in Domo and contribute to scalable reporting infrastructure aligned with future SaaS architecture.
Act as a developing subject matter expert in Domo, supporting teams with report creation, troubleshooting, and data interpretation.
Collaborate with IT and external partners on system integrations and data migration efforts related to ERP modernization and SaaS transition initiatives.
Client Management & Operations Collaboration
Work directly with Client Management and Operations to resolve job costing issues, incomplete work order data, and invoice exceptions.
Provide operational teams with reports and insights to improve visibility into margin health, billing timelines, and financial performance.
Participate in meetings to understand business needs and translate operational activity into accurate financial reporting logic within ERP and BI systems.
Partner with internal teams to implement process improvements that reduce manual intervention, improve system efficiency, and support long-term ERP modernization.