Project Analyst: Quote-to-Cash & Margin Tracking

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

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.