General Finance Specialist
Vertiv
Brief Job Description:
1 . Project Commercials & Margin Tracking
- Track and analyze project margins end-to-end — from order booking through execution and project closure.
- Monitor Costs Incurred vs. Cost to Come at a project level; proactively flag deviations, overruns, and margin risks.
- Prepare and maintain project-level P&L statements with focus on Gross Contribution (GC%), Net Manufacturing Cost (NMC), and overall project profitability.
- Conduct periodic margin reviews (SO-level / L2-level) and highlight anomalies, margin erosion trends, or unfavorable cost variances.
- Support project teams with commercial insights to drive better decision-making on pricing, cost control, and resource allocation.
- Liaise with project managers and operations to validate cost assumptions, forecast completion costs, and maintain up-to-date project financial models.
- Design, develop, and maintain BI dashboards (Power BI, AWS QuickSight, or equivalent) providing real-time visibility into project financials, cost performance, and margin trends.
- Create interactive margin waterfall charts, cost variance dashboards, and project health scorecards for leadership reviews.
- Develop MBR / QBR financial decks with clear visualizations of project performance, profitability, and cost exposure.
- Ensure data accuracy, consistency, and timely refresh of all dashboard reports across finance and operations.
- Collaborate with IT / data teams for data pipeline reliability and model governance.
- Identify and automate repetitive financial reporting, data consolidation, and reconciliation tasks to reduce manual effort.
- Build automated workflows for margin tracking, cost roll-ups, provision monitoring, and variance analysis using tools such as Excel VBA, Power Automate, or Python.
- Drive continuous improvement in reporting turnaround time, data quality, and analytical accuracy.
- Standardize and document finance processes, templates, and reporting frameworks to ensure scalability.
- Evaluate and implement RPA or low-code tools to further streamline Finance operations workflows.
- Present financial insights, project health updates, and margin commentary clearly to cross-functional teams and senior management.
- Translate complex financial data into simple, compelling narratives for non-finance stakeholders.
- Collaborate with Project Managers, Procurement, and Operations to align on commercial terms, cost assumptions, and project forecasts.
- Prepare concise and actionable financial summaries for monthly and quarterly business reviews.
- Act as the Finance business partner for operational project teams, providing proactive financial guidance.
- Perform Entry vs. Exit margin analysis to assess margin leakage, identify root causes (scope changes, cost overruns, pricing gaps), and report trends to the Management.
- Conduct zone-wise and LOB-wise profitability analysis to identify high-performing and underperforming regions; present comparative P&L summaries to the Management.
- Track labor efficiency metrics — technician utilization, billable vs. non-billable hours, cost per service call, and manpower deployment patterns.
- Prepare and maintain project-level P&L statements with focus on GC%, NMC, VCM, and overall profitability.
Education
- Inter CA (ICAI) or Inter CMA (ICMAI) — Mandatory qualification
- Graduation in Commerce / Finance — B.Com / BBA or equivalent
- 3 – 6 years of relevant experience in a manufacturing industry environment
- Hands-on experience in project costing, margin analysis, and commercial finance
- Prior exposure to tracking project-level costs against estimates/budgets — incurred vs. cost to come analysis
- Experience supporting monthly/quarterly business review cycles in a manufacturing or industrial setting
Domain
Skills & Tools
BI & Analytics
Power BI / AWS QuickSight / Tableau — dashboard creation & data modelling
MS Excel
Advanced — Pivot Tables, XLOOKUP, Power Query, VBA Macros, Dynamic Arrays
Automation
Power Automate, Excel VBA, Python scripting, RPA platforms
ERP Systems
SAP / Oracle (preferred) — data extraction and cost reporting
Financial Modelling
Project P&L, margin waterfall, variance analysis, 4+8 / 8+4 forecasting
Data Handling
ETL concepts, SQL basics, data validation and transformation
About Us
The successful candidate will embrace Vertiv’s Core Principles & Behaviors to help execute our Strategic Priorities.
OUR CORE PRINCIPLES: Safety. Integrity. Respect. Teamwork. Inclusion.
OUR STRATEGIC PRIORITIES
- High-Performance Culture
- Customer Focus
- Operational Excellence
- Innovation
- Financial Strength
- Own it
- Act with urgency
- Foster a customer-first mindset
- Think big and execute
- Lead by example
- Drive continuous improvement
- Learn and seek out development
- Promote transparent & open communication
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.
Equal Opportunity Employer
Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [email protected]
About The Team
Equal Opportunity Employer
We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.