Project Analyst

Delta Electronics (Americas) Ltd.•Fremont, CA

43d•$100,000 - $120,000

About The Position

The Project Analyst is the operational and financial anchor for our client accounts. You are responsible for the end-to-end integrity of the "Quote-to-Cash" lifecycle—ensuring that technical solutions are accurately quoted, project costs are strictly tracked, and billing milestones are met. This role bridges the gap between Sales, Engineering, Logistics, Manufacturer and Finance to ensure project profitability and seamless delivery.

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.

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