Job Description

About this Role

This role leads end-to-end financial management for aftermarket data center projects and service operations, driving financial governance across data center projects and service operations, ensuring accurate EACs, forecasting, reporting, and clear visibility to financial performance and margin. It partners cross-functionally to ensure forecast accuracy, identifies risks, and drives corrective actions, while delivering actionable financial insights to leadership. The position performs project and service profitability analysis, and enforces standardized processes to ensure financial discipline, compliance, and continuous improvement.

Key Responsibilities

• Ensure process for project estimates at completion (EAC’s) is in place for the data center vertical
• Review each project EAC for accuracy and completion including cost to date and remaining projected costs
• Drive accurate EAC adjustments aligned to reporting cycles
• Partner with Project Managers and Operations to identify risks, manage variances, and protect margin
• Lead project financial reviews and drive corrective actions for cost or margin gaps
• Direct and own end-to-end revenue forecasting activities and forecast for projects and service operations
• Analyze actual business performance versus forecast and plan
• Consolidate and validate forecasts for submission to business leadership
• Create and standardize financial reporting (cost, revenue, margin, cash flow)
• Provide actionable insights on financial performance, trends, and risks
• Review service P&L performance, including cost tracking and profitability analysis
• Ensure alignment between cost, billing, and revenue recognition
• Monitor key financial KPIs (cash flow, underbilling, margin)
• Establish and enforce standardized financial processes across the CoE
• Ensure compliance with forecasting standards, financial policies, and audit requirements
• Partner with Finance and Operations to improve tools, reporting, and data quality
• Drive continuous improvement and automation of financial processes
• Analyze actual business performance versus forecast and plan
• Recommend changes to improve both the EAC process and field productivity

Required Qualifications

• Bachelor’s Degree
• 5+ years of financial experience in HVAC or Building Automation or Field Services.

Preferred Qualifications

• Working knowledge of construction projects and service financial reporting
• Strong financial acumen (project and service accounting, EAC, forecasting)
• Advanced analytical and problem-solving skills
• High attention to detail with strong process discipline
• Ability to translate data into actionable business insights
• Cross-functional leadership (Finance, Operations, Project Teams)
• Proficiency in SAP/S4, financial tools, and Excel
• Responsible for administering, communicating, and complying with all company policies and procedures, whether formally or informally communicated