## About the Role

This role focuses on project commercials, margin tracking, and profitability analysis across the full project lifecycle, from order booking through execution and closure. It is designed to improve visibility into costs, margins, and project performance, with a particular focus on gross contribution, net manufacturing cost, and overall profitability.

The position also supports business intelligence and reporting needs by building dashboards, scorecards, and executive review materials for finance and operations teams. It works closely with project managers, operations, procurement, IT/data teams, and senior management, and serves as a finance business partner to operational teams.

In addition, the role supports service operations profitability analysis, automation of manual reporting tasks, and process standardization to improve reporting speed, data quality, and analytical accuracy.

## Key Responsibilities

– Track project margins end to end, from order booking through execution and closure.
– Monitor costs incurred versus cost to come, and flag deviations, overruns, and margin risks.
– Prepare and maintain project-level P&L statements with focus on GC%, NMC, VCM, and overall profitability.
– Conduct periodic SO-level and L2-level margin reviews, highlighting anomalies, erosion trends, and unfavorable variances.
– Support project teams with commercial analysis to improve pricing, cost control, and resource allocation decisions.
– Validate cost assumptions, forecast completion costs, and maintain updated project financial models with project managers and operations.
– Design, develop, and maintain BI dashboards and scorecards for project financials, cost performance, and margin trends.
– Build margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews.
– Develop MBR/QBR financial decks with clear performance and profitability views.
– Ensure dashboard data accuracy, consistency, and timely refresh across finance and operations.
– Work with IT and data teams to support data pipeline reliability and model governance.
– Automate repetitive reporting, data consolidation, reconciliation, margin tracking, provision monitoring, and variance analysis.
– Build workflows using Excel VBA, Power Automate, Python, and RPA or low-code tools.
– Standardize and document finance processes, templates, and reporting frameworks.
– Present financial insights and project health updates to cross-functional teams and senior management.
– Translate financial data into clear summaries for non-finance stakeholders.
– Perform entry versus exit margin analysis and identify root causes such as scope changes, cost overruns, and pricing gaps.
– Conduct zone-wise and LOB-wise profitability analysis and present comparative P&L summaries.
– Track labor efficiency metrics, including technician utilization, billable versus non-billable hours, cost per service call, and manpower deployment patterns.

## Required Skills

### Education
– Inter CA (ICAI) or Inter CMA (ICMAI) is mandatory.
– Graduation in Commerce or Finance (B.Com, BBA, or equivalent).

### Experience
– 3–6 years of relevant experience in a manufacturing industry environment.
– Hands-on experience in project costing, margin analysis, and commercial finance.
– Experience tracking project-level costs against estimates or budgets, including incurred versus cost to come analysis.
– Experience supporting monthly and quarterly business review cycles in a manufacturing or industrial setting.

### Technical Skills
– BI and dashboard development using Power BI, AWS QuickSight, or Tableau.
– Advanced MS Excel, including Pivot Tables, XLOOKUP, Power Query, VBA macros, and Dynamic Arrays.
– Automation using Power Automate, Excel VBA, Python scripting, and RPA platforms.
– Financial modelling for project P&L, margin waterfall, variance analysis, and 4+8 / 8+4 forecasting.
– ETL concepts, SQL basics, data validation, and transformation.

## Preferred Skills

– SAP or Oracle for data extraction and cost reporting.

## Cloud Platforms & Technologies

### BI & Reporting
– Power BI
– AWS QuickSight
– Tableau

### Automation & Scripting
– Power Automate
– Excel VBA
– Python
– RPA platforms

### ERP Systems
– SAP
– Oracle

### Data & Analytics
– MS Excel
– Pivot Tables
– XLOOKUP
– Power Query
– Dynamic Arrays
– ETL concepts
– SQL basics

## Useful Links

– Company Careers Page: Vertiv.com/Careers

## Why You Might Be Interested

This role combines project margin analysis, business intelligence, and process automation in a manufacturing environment. It offers exposure to both project and service profitability work, along with responsibility for executive reporting and review materials. You will collaborate with project managers, operations, procurement, IT/data teams, and senior management. It is well suited to someone who wants to influence commercial decision-making through accurate analysis and reporting.