Parts Business Analyst

Meriton•Irving, TX

5h•Hybrid

About The Position

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. The Parts Business Analyst is responsible for supporting Parts Operations through financial analysis, reporting, and data-driven insights. This role analyzes sales performance, prepares financial reports, and identifies trends to support strategic decision-making and business growth. The analyst develops and maintains reporting tools, including Power BI dashboards, manages data within D365 Finance & Operations, and provides ad-hoc analysis to assist sales and operations leadership. The position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across departments to improve processes, track performance metrics, and support operational initiatives.

Requirements

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 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
Bachelor’s Degree in Business, Business Analytics, Information Systems, or related field
Minimum 3-5 years’ general business experience including project management, office administration, financial reporting; or equivalent education plus experience
Expert level experience with Microsoft Suite: Word, Power Point, Excel
Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word
Must be able to walk, bend, stand, and reach constantly during a workday.
Must be able to lift 15 – 20 lbs.
Standing for long periods of time (4-5 hours) occasionally
Must be able travel via plane or car to events

Nice To Haves

Intermediate experience with Power BI dashboard creation and/or management
D365 Finance & Operations experience is a plus

Responsibilities

Financial Reporting & Forecasting Prepares financial reports including detailed financial analysis on a weekly, monthly and annual basis.
Assists with budgeting and forecasting by identifying year-over-year sales growth trends.
Assists with designing, building, and maintaining Power BI dashboards and reports.
Interpret data trends and provide actionable insights to support strategic planning and operational improvements.
Data Analytics & Performance Monitoring Tracks and monitors metrics for Parts Sales data and analyzes sales performance, including actual sales compared to goals.
Develops ad-hoc reporting and analysis as needed to support Sales Managers and the Operations Manager.
Manages data and reporting processes within D365 Finance & Operations.
Identify opportunities to improve operational performance through analysis of sales trends and process outcomes.
Strategic & Cross-Functional Support Partner with Sales, Finance, and Operations leadership to support strategic initiatives and operational planning.
Provide analytical support for pricing strategies, promotional programs, and sales initiatives.
Assist or lead special projects as needed to support Parts Operations objectives.
Communicate insights and recommendations clearly to department leaders and executive stakeholders.
Other Duties Regular, consistent and necessary to meet the needs of the business Assists the leadership of the Parts team 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