Key skills
SAPLeadership
About this role
Role Overview
- Ensure process for project estimates at completion (EAC’s) is in place for the data center vertical
- Review each project EAC for accuracy and completion including cost to date and remaining projected costs
- Drive accurate EAC adjustments aligned to reporting cycles
- Partner with Project Managers and Operations to identify risks, manage variances, and protect margin
- Lead project financial reviews and drive corrective actions for cost or margin gaps
- Direct and own end-to-end revenue forecasting activities and forecast for projects and service operations
- Analyze actual business performance versus forecast and plan
- Consolidate and validate forecasts for submission to business leadership
- Create and standardize financial reporting (cost, revenue, margin, cash flow)
- Provide actionable insights on financial performance, trends, and risks
- Review service P&L performance, including cost tracking and profitability analysis
- Ensure alignment between cost, billing, and revenue recognition
- Monitor key financial KPIs (cash flow, underbilling, margin)
- Establish and enforce standardized financial processes across the CoE
- Ensure compliance with forecasting standards, financial policies, and audit requirements
- Partner with Finance and Operations to improve tools, reporting, and data quality
- Drive continuous improvement and automation of financial processes
- Analyze actual business performance versus forecast and plan
- Recommend changes to improve both the EAC process and field productivity
Requirements
- Bachelor’s Degree
- 5+ years of financial experience in HVAC or Building Automation or Field Services.
- Working knowledge of construction projects and service financial reporting
- Strong financial acumen (project and service accounting, EAC, forecasting)
- Advanced analytical and problem-solving skills
- High attention to detail with strong process discipline
- Ability to translate data into actionable business insights
- Cross-functional leadership (Finance, Operations, Project Teams)
- Proficiency in SAP/S4, financial tools, and Excel.
Benefits
- Health Care Benefits: Medical, Dental, Vision; Wellness incentives
- Retirement Benefits
- Time off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation
- Disability: Short-term and long-term disability
- Life Insurance and Accidental Death and Dismemberment
- Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
- Tuition Assistance