Project Specialist

Responsibilities

• Support project business processes within the ERP system, including sales order entry, vendor purchase orders, vendor invoices and receipts, customer and vendor change orders, and other project-related transactions.
• Review project budgets and supporting documentation to ensure purchasing activities, costs, and financial transactions are accurately reflected within project and ERP systems.
• Cook up with vendors and internal stakeholders to support purchasing activities, manage invoice and purchase order processing, and maintain effective vendor relationships.
• Analyze project financial and operational data using Excel, Power BI, ERP, and project management systems to identify discrepancies, risks, trends, and opportunities for improvement.
• Develop and maintain reports and dashboards that provide visibility into project financial performance, backlog, revenue, shipping schedules, and other key performance indicators.
• Reconcile customer purchase orders, sales orders, change orders, project budgets, and other financial records to improve data accuracy and reduce the risk of missed or delayed revenue.
• Cook up cross-functionally with project management, engineering, procurement, finance, manufacturing, installation, and other stakeholders to maintain accurate project information and resolve issues.
• Support recurring project and operational reviews by preparing reports, identifying risks or exceptions, communicating findings, and tracking actions through closure.
• Develop, document, and improve standard work, reporting practices, and business processes to increase consistency, data integrity, efficiency, and visibility across Integrated Solutions.
• Deliver responsive and professional customer service to internal and external stakeholders to support successful project outcomes.

Requirements

• Bachelor’s degree in Business, Finance, Supply Chain, Operations, Engineering, or a related field.
• Relevant experience in project coordination, project operations, procurement, financial analysis, supply chain, or a related business function.
• Working knowledge of ERP systems and business processes involving sales orders, purchase orders, invoices, receipts, and project costing.
• Advanced proficiency with Microsoft Excel, including data analysis, lookups, pivot tables, and working with large data sets.
• Experience developing or using Power BI reports and dashboards for business analysis and decision support.
• Strong organizational skills with the ability to manage recurring transactional responsibilities while supporting multiple projects and changing priorities.
• Demonstrated ability to collaborate effectively across project management, engineering, procurement, finance, manufacturing, and operations.
• Strong project coordination skills with a focus on accuracy, timeliness, and follow-through.
• Excellent communication skills to clearly present findings, risks, and recommendations to stakeholders.

Qualifications

• Experience with Epicor or similar ERP systems.
• Experience with project management or work management platforms.
• SQL or other database/query experience.
• Experience with continuous improvement, process standardization, or workflow automation.
• Experience in project management, customer service, or project operations environments.
• Ability to identify process gaps and propose practical solutions to improve data integrity and efficiency.
• Comfort working with dashboards, KPIs, and performance metrics to support decision-making.

Skills

• Project coordination
• Financial analysis
• Procurement processes
• Data analysis
• Business process administration
• ERP systems
• Microsoft Excel
• Power BI
• Project management
• Customer service

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)