Project Specialist

Project Specialist

This Project Specialist role supports the Integrated Solutions team by coordinating project execution through financial coordination, procurement support, data analysis, and business process administration. You will collaborate closely with project management, engineering, procurement, finance, manufacturing, and operations to maintain accurate project and financial data, coordinate purchasing and order-management activities, and deliver reporting and analysis that enable effective decision-making. The position suits a proactive problem solver with strong analytical and organizational skills, working knowledge of ERP systems, project financials, and procurement processes, and a continuous improvement mindset focused on accurate and timely information throughout the project lifecycle.

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.
• Coordinate 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.
• Support project turnover and execution processes by reviewing project information, gating criteria, documentation, and dependencies to identify gaps and ensure project readiness.
• Coordinate 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.
• Provide project coordination support to ensure milestones, deliverables, and financial targets align with organizational goals.
• Deliver responsive and professional customer service to internal and external stakeholders to support successful project outcomes.

Essential

Skills:

• 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.
• Customer service mindset with the ability to support internal and external stakeholders in a professional manner.

Additional Skills &

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.

Work Environment:

The Project Specialist works in a collaborative, cross-functional environment that brings together project management, engineering, procurement, finance, manufacturing, and operations to deliver integrated solutions. You will use ERP systems (with Epicor as a preferred…