Project Operations Analyst

Position Summary

Forgent Power Solutions (FPS) is a leading manufacturer of dry-type and liquid-filled transformers serving commercial, industrial, and utility markets. We supply utilities, EPCs, data center developers, and renewable and battery storage projects across North America.

We are seeking a Project Operations Analyst to serve as the systems, data, and administrative lead for the Project Management Office (PMO). The role leads the PMO's internal improvement projects with IT, administers PMO processes, manages project volume in Salesforce and the ERP, enforces data and documentation standards, supports SOX compliance, and publishes KPI reporting that leadership uses to improve delivery performance and customer experience.

Key Responsibilities

Internal Projects & Systems

– Lead the PMO's internal improvement projects with IT, including Salesforce and ERP enhancements and new tool rollouts.

– Define requirements, manage timelines, coordinate testing and go-live, and train users on new tools and processes.

Salesforce & ERP Administration

– Serve as the PMO's business administrator for Salesforce and primary contact for project and order data in the ERP, in partnership with IT.

– Manage field, workflow, and user access changes in line with IT change management procedures.

Project Records & Data Integrity

– Own tracking of change orders, requests for information (RFIs), and corrective action tickets from intake through closure.

– Set and enforce data entry and documentation standards for PMO project records.

– Audit Salesforce and ERP data for accuracy and completeness, and drive corrections with record owners.

Compliance & Controls

– Support SOX compliance for PMO processes, including change order approvals, billing milestones, and order and revenue data, in coordination with Finance and Internal Audit.

– Maintain control documentation and audit evidence.

KPI Reporting & Insights

– Own PMO KPI reporting and dashboards, including on-time delivery, change orders, RFI and corrective action aging, and backlog.

– Prepare the monthly operating review report.

– Analyze project and quality data to identify trends and root causes, and recommend actions that improve the overall customer experience.

Required

– Bachelor's degree in business, information systems, engineering, or an equivalent combination of education and experience.

– 4+ years of experience in business systems, project operations, or business analysis, preferably in manufacturing.

– Hands-on Salesforce administration experience.

– Working experience with an ERP system (NetSuite preferred).

– Experience leading technology or process improvement projects with IT.

– Working knowledge of SOX or other internal controls.

– Advanced Excel, PowerPoint, Power BI, and reporting skills.

Preferred

– Salesforce Certified Administrator.

– Experience with change order, RFI, and corrective action processes in manufacturing or capital equipment.

– Experience with Power BI.