Own the AOP and Forecasting Cadence
• Lead the annual operating plan (AOP), monthly outlook, quarterly forecast, and long-range plan for SCADA Delivery; build driver-based models with base/upside/downside scenarios.
• Own and drive a risk-and-opportunity analytic that constantly and dynamically provides a nuanced, balanced, and material view of the state of the business relative to the AOP or prior forecast, for the P&L, Balance Sheet, and Cash Flow.
• Deliver weekly and monthly financial performance analysis, including variance-to-plan/forecast, root-cause diagnostics, outlook updates, and specific actions to mitigate risk and improve performance.
• Drive the quarterly EAC/ETC forecasting process in partnership with Project Managers; ensure estimates are reflected accurately in the P&L and balance sheet.
Partner with SCADA Delivery Leadership
• Standing member of the SCADA Delivery leadership team. Weekly 1:1 with the CDO. Co-attends key customer commercial reviews and project gate reviews.
• Support the Delivery leadership team with decision support and tradeoff analysis, evaluate investments, headcount additions, and new product offerings with ROI and margin impact analysis.
• Prepare and present SCADA Delivery content for newly created Monthly Operating Reviews (MORs): dashboards, bridges, risks and opportunities, and executive recommendations.
• Drive working capital initiatives particularly focused on unbilled reductions, DSO management, and collections.
• Drive and influence better data quality, faster revenue conversion, more efficient labor utilization, and higher profitability across the SD business.
• Co-own cost build-ups and margin floors for new bids in partnership with Sales Engineering and Pricing. Gate at bid stage on margin acceptability.
Manage Professional Services and Hardware Economics
• Build an integrated view of SCADA Delivery economics across hardware/software revenue and gross margin, and services contribution.
• Partner with Commercial Operations on pipeline and bookings visibility; connect bookings and backlog to revenue timing for predictability and headcount demand planning.
• Partner with SCADA Delivery Ops, Pricing and Procurement to forecast hardware margin drivers (COGS, mix, freight, warranty) and surface margin leakage early.
Own Project Accounting and Profitability
• Own the end-to-end project financial reporting and monthly close lifecycle: partner with Accounting and SCADA Delivery Leadership from project setup in NetSuite to driving the monthly revenue recognition process.
• Build and maintain project profitability reporting: margin-by-project views that surface contribution margin, cost-to-complete, and variance to original bid; use findings to identify systemic pricing or scoping issues across the portfolio, with documented root-cause categorization (scope, hours, subcontract, materials, FX, change-order leakage, among others).
• Manage WIP; define and monitor early-warning indicators (shrinking estimated gross profit, aging unbilled balances, scope creep without approved change orders) and ensure leadership receives timely visibility before overruns become surprises.
• Conduct post-project margin reviews; synthesize findings into actionable insights for Sales, Pricing, and Commercial Operations to improve future bids.
• Build rate card frameworks (labor burden by role, location, and seniority) to ensure bids incorporate fully loaded cost assumptions; track utilization and realization rates against budget.
• Additional/ad-hoc responsibilities as needed
Improve Process, Speed, and Quality
• Streamline planning and reporting workflows; automate recurring deliverables and improve data quality and consistency across systems (NetSuite, Salesforce, Cloud Coach).
• Increase forecast accuracy and reduce fire drills by tightening the driver model, intake process, and cross-functional ownership.
· Contribute to the NetSuite Advanced Manufacturing implementation and inventory process/reporting design.
• Operate effectively across a range of international regions, cultures, time zones, functions, seniority, and tenure; manage multi-currency and FX impacts and drive consistent KPI definitions globally.