Project Analyst

About This Role

Planning, tracking, and ensuring the profitability of client accounts from quotation to cash collection is the core of this Project Analyst role. You will bridge the gap between Sales, Engineering, Logistics, Manufacturer, and Finance to ensure seamless project delivery for innovative energy-saving systems and solutions.

Responsibilities

• Partner with Sales and FAEs to develop comprehensive Bills of Materials (BOM) and quotation packages based on defined project scopes
• Track and analyze project costs against initial estimates; identify and report on margin variances to ensure project profitability
• Validate that costs and internal resource allocations are accurately reflected in the project budget
• Manage the billing lifecycle by identifying and documenting key project milestones for invoicing (e.g., deposit, shipping, startup, and close-out)
• Coordinate with the Finance department to ensure accurate and timely customer invoicing based on contract terms and delivery status
• Resolve billing discrepancies and credit issues by interfacing directly with the client and internal accounting teams
• Act as the central point of contact for equipment schedules; coordinate with Purchasing, Logistics, Inside Sales, and Manufacturer to proactively communicate delivery timelines to customers
• Lead weekly project tracking meetings to provide internal stakeholders with visibility into order fulfillment and financial status
• Organize and lead Project Kickoff Meetings to transition account knowledge, technical drawings, and financial requirements to the Service and Engineering teams
• Monitor and document project close-out data, ensuring all documentation and final billings are completed and archived in Microsoft CRM

Requirements

• Bachelor’s degree in Business, Finance, Engineering, or a related field
• 5+ years of experience in Sales Operations, Account Management, or Project Finance in High Tech
• Proven ability to track project budgets, manage billing milestones, and understand gross margin impact
• High proficiency in Microsoft CRM or similar ERP/Financial management tools
• Ability to discuss technical project details and financial billing terms with equal clarity

Benefits

• Life at Delta

About the Company

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products. It offers an innovative portfolio of energy-saving systems and solutions in industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage, and display, nurturing the development of innovative manufacturing and sustainable cities. Delta serves customers through its 158 sales offices, 72 research and development (R&D) centers, and 48 manufacturing facilities spread across nearly 200 locations on five continents. It has been listed on the Dow Jones Sustainability™ World Index for 11 consecutive years since 2011 and recognized by CDP for its contributions to climate change and water security issues.