Project Analyst

Delta Electronics (Americas) Ltd.; Fremont (CA); On-site; USD 100,000 - 120,000; Full time

Job summary

Delta Electronics Americas is seeking a Project Analyst to own the end-to-end Quote-to-Cash lifecycle for client accounts, ensuring accurate quotes, tracked costs, and timely billing.

You will bridge Sales, Engineering, Logistics, Manufacturer and Finance to optimize profitability and delivery, leading BOM development, cost tracking, and milestone invoicing.

The role requires 5+ years in Sales Operations or Project Finance in High Tech, a Bachelor's degree, and strong CRM/ERP skills.

Qualifications

• Bachelor’s degree in Business, Finance, Engineering, or related field.
• 5+ years in Sales Operations, Account Management, or Project Finance in High Tech.
• Track project budgets, manage billing milestones, and understand gross margin impact.
• High proficiency in Microsoft CRM or similar ERP/Financial management tools.
• Able to discuss technical project details and financial billing terms clearly.

Responsibilities

• Develop BOMs and quotation packages with Sales and FAEs.
• Track costs against estimates and report margin variances.
• Validate costs and resource allocations in the project budget.
• Manage the billing lifecycle by identifying invoicing milestones.
• Coordinate with Finance to ensure accurate customer invoicing.
• Resolve billing discrepancies with client and accounting teams.
• Coordinate equipment schedules with Purchasing, Logistics, Inside Sales and Manufacturer.
• Lead weekly project tracking meetings for visibility into status.
• Lead Project Kickoff Meetings and transition knowledge to Service/Engineering teams.
• Archive final documentation and close-out data in Microsoft CRM.

Skills

Financial acumen

CRM software

Communication

Budget tracking

Cross-functional collaboration

Education

Bachelor’s degree in Business/Finance/Engineering

Tools

Microsoft CRM

Job description

Who We Are

Delta, founded in 1971, is a global leader in switching power supplies and thermal management products with a thriving portfolio of innovative energy-saving systems and solutions in the fields of industrial automation, building automation, telecom power, data center infrastructure, EV charging, renewable energy, energy storage, and display, to nurture the development of innovative manufacturing and sustainable cities. As a world-class corporate citizen guided by its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," Delta leverages its core competence in high-efficiency power electronics and its ESG-embedded business model to address key environmental issues, such as climate change. Delta serves customers through its sales offices, R&D centers, and manufacturing facilities, which are spread across nearly 200 locations on five continents. Delta has 158 sales offices, 72 research and development (R&D) centers, and 48 manufacturing facilities worldwide.

Throughout its history, Delta has received various global awards and recognition for its business achievements, innovative technologies, and dedication to ESG. Since 2011, Delta has been listed on the Dow Jones Sustainability World Index for 11 consecutive years. In 2021, Delta was also recognized by CDP with leadership-level ratings for its substantial contributions to climate change and water security issues and was named Supplier Engagement Leader for its continuous development of a sustainable value chain.

Key Responsibilities

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, Logis-tics, Manufacturer and Finance to ensure project profitability and seamless delivery.

• 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.
• Billing & Revenue Oversight
  • Manage the billing lifecycle by identifying and documenting key project mile-stones 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.
• 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.
• 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: 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 mile-stones, and understand gross margin impact.
• Systems: High proficiency in Microsoft CRM or similar ERP/Financial manage-ment tools.
• Communication: Ability to discuss technical project details and financial billing terms with equal clarity.

Pay Range

USD $100,000.00 - USD $120,000.00 /Yr.

Benefit at Delta Electronics Americas

Life at Delta

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.