EI
Project Coordinator III
eTeam Inc.
- 🇺🇸 United States
- On-site
- Manager or above
- 1 day ago
- $55 – $60 / hour
- AI
- Pivot Tables
- Tableau
- Power BI
- Looker
- Microsoft Power BI
- SQL
- Change Management
1 day ago
Location: Sunnyvale, CA (3 days/week Onsite)
Duration: 12+ months
Summary
This role supports engineering teams across the full budget lifecycle — planning, forecasting, accruals, and reporting. The coordinator serves as a trusted point of contact for budget owners, partners closely with Procurement, Sourcing, Accounts Payable, and program management, and builds the recurring reporting and automation that the organization relies on.
Key Responsibilities
- Support engineering teams through quarterly and annual planning cycles by clarifying processes and tooling, resolving inquiries, and providing tailored analytical support to ensure on-time submissions.
- Partner with cross-functional teams to audit budget and forecast submissions in internal tooling, ensuring data integrity and accuracy while providing ad hoc support to stakeholders.
- Analyze forecast and spend data, translating variances into a clear narrative with named drivers and identifying risks and opportunities.
- Log action items from reviews, follow up with owners, and drive items to closure.
- Run and review the monthly accrual cycle: collect accruals from owners, validate against open PO balances and goods or services received, and enter them in the internal tool on time.
- Build and maintain recurring reporting, including weekly and monthly budget status, forecast status, commitment reports, vendor and PO views, and dashboards.
- Build reusable AI agents and assistants for recurring workflows, analysis, and reporting tasks to drive efficiency and scale.
- Act as a trusted point of contact for budget owners on spend questions, working cross-functionally with Procurement, Sourcing Managers, Accounts Payable, and program management.
Required Qualifications
- 4–5 years of hands-on experience in spend tracking, budgeting and forecasting, and capacity or resource analysis, ideally supporting an engineering, hardware, R&D, or manufacturing organization.
- Practical background in prompt engineering, AI agent development, or workflow automation tooling.
- Advanced spreadsheet skills, including complex formulas, pivot tables, lookups, and large-workbook modeling, with a demonstrated ability to build reporting that others rely on.
- Experience building dashboards and data visualizations for a leadership audience using any BI tool, such as Tableau, Power BI, Looker, or an internal equivalent.
- Excellent written and verbal communication in English, with a proven ability to present financial analysis to senior non-finance stakeholders.
- High degree of autonomy, comfort with ambiguity, and a bias toward closing loops without needing to be chased.
- Discretion in handling confidential budget, vendor, and headcount information.
Preferred Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Engineering, Business Analytics, Data Science, Statistics, or a related quantitative field.
- Professional experience or a data/analytics certification, such as a recognized data analytics professional certificate, Tableau Desktop Specialist, Certified Data Analyst, Microsoft Power BI Data Analyst, or a SQL or cloud data-analytics certification.
- Exposure to a hardware or consumer electronics product development lifecycle and NPI gates.
3 Must-Have Skills
- Spend and forecast data analysis — hands-on experience processing financial data, ideally from a financial operations background, with the ability to prepare reports to an established standard.
- Executive-level communication — proven experience creating and presenting reports and insights to directors and senior leadership.
- Process improvement with AI — practical prompt engineering experience and the ability to think beyond prompting to improve business processes end to end.
Nice-to-Have Skills
- NPI (new product introduction) experience, especially in consumer electronics.
- Experience at comparable product companies such as Apple, Google, or Microsoft (illustrative, not a strict list).
- Change management and new process implementation experience — the role is roughly 50/50 finance/data work and process/change work.
Project Coordinator III · eTeam Inc.