Project Analyst

Delta Electronics Americas; Fremont (CA); On-site; USD 82,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Job summary

Delta Electronics Americas is seeking a Project Analyst to own the end-to-end Quote-to-Cash lifecycle, ensuring accurate quotes, tracked project costs, and timely billing milestones across Sales, Engineering, Logistics, Manufacturer, and Finance. You will coordinate with multiple teams to ensure project profitability and smooth delivery.

The role requires a Bachelor’s degree and 3–5 years in high-tech sales operations or project finance, with strong CRM/ERP system proficiency and excellent

Qualifications

• Bachelor’s degree in Business, Finance, Engineering, or related field.
• 3–5 years in Sales Operations, Account Management, or Project Finance in High Tech.
• Strong financial budgeting and billing milestone management.
• Experience with CRM/ERP systems.

Responsibilities

• Quotation & Cost Analysis: develop BOMs and quotation packages, track costs, and report margin variances.
• Fulfillment & Delivery Coordination: act as central contact for equipment schedules and lead weekly project tracking.
• Project Transition & Execution Handoff: organize kickoff meetings and ensure documentation and final billings are archived.

Skills

Financial acumen

CRM experience

Budget tracking

Communication

Education

Bachelor’s degree in Business/Finance/Engineering

Tools

Microsoft CRM

ERP systems

Job description

Delta, founded in 1971, is a global provider of power and thermal management solutions. Its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses on addressing key environmental issues such as global climate change. As an energy-saving solutions provider with core competencies in power electronics and automation, Delta's business categories include Power Electronics, Mobility, Automation, and Infrastructure.

About the role:

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.

Key responsibilities

1. Quotation & Cost Analysis

• 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.

3. Fulfillment & Delivery Coordination

• 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.

4. Project Transition & Execution Handoff

• 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.

Minimum Qualifications

• Education: Bachelor’s degree in Business, Finance, Engineering, or a related field.
• Experience: 3 - 5 years of experience in Sales Operations, Account Management, or Project Finance in High Tech
• Financial Acumen: Proven ability to track project budgets, manage billing milestones, and understand gross margin impact.
• Systems: High proficiency in Microsoft CRM or similar ERP/Financial management tools.
• Communication: Ability to discuss technical project details and financial billing terms with equal clarity.

EEO Statement

Delta Electronics Americas is an Equal Opportunity Employer and is committed to compliance with all applicable federal, state, and local laws. Delta Electronics America is committed to fostering a diverse, inclusive, and respectful workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, marital status, national origin, disability, veteran status, or any other protected characteristic.

The base salary range for this full-time position is $82,000- $140,000 per year. Actual pay will depend on factors such as location, skills, experience, market conditions, and business needs. This role may also be eligible for incentive pay, subject to the terms of the applicable plan. Eligible employees receive company-provided benefits in accordance with plan terms and eligibility requirements. Benefits include health coverage, wellness resources, retirement savings plan, paid time off, and other company‑sponsored programs; parental leave is provided in accordance with applicable law.