CECO Environmental Corporation

Outside Sales

• Develop and execute an annual territory plan to achieve or exceed revenue, gross-margin, order, and strategic-growth objectives
• Prospect, qualify, and convert new opportunities while expanding existing accounts across engineered systems, custom fabrication, installation, retrofit, repair, replacement, and field-service offerings
• Build relationships with plant engineering, environmental health and safety, operations, maintenance, facilities, procurement, capital-project, and executive stakeholders, engineering firms, and contractors
• Conduct discovery meetings and customer-site surveys to assess process-air conditions, contaminant sources, production requirements, existing-system performance, project scope, schedule, budget, and environmental or safety requirements
• Position Kirk & Blum solutions for dust, fume, and mist capture; industrial ventilation; ductwork, hoods, and stacks; custom fabrication; equipment integration; installation; testing and balancing; and field service
• Prepare and deliver technical presentations, budgetary estimates, quotations, and value-based proposals
• Own opportunities through qualification, site assessment, solution alignment, commercial strategy, estimating coordination, negotiation, contracting, close, project handoff, and post-sale follow-up
• Maintain account, contact, opportunity, activity, and forecast information in Salesforce and follow established sales processes
• Provide monthly and quarterly forecasts, identify risks and actions, and prioritize activity using market and pipeline information
• Partner with engineering, estimating, fabrication, field installation, project management, procurement, operations, legal, finance, and safety teams
• Review customer specifications, drawings, bid documents, site requirements, schedules, and commercial terms; coordinate clarifications, exceptions, approvals, and change-scope discussions
• Conduct plant visits, project walkdowns, lunch-and-learns, seminars, and trade-show activities
• Monitor market trends, competitor activity, installed-base opportunities, customer capital plans, and regulatory or compliance drivers
• Coordinate complete post-award handoffs and remain engaged during execution to support communication, issue resolution, change opportunities, satisfaction, repeat business, and references
• Visit manufacturing and supplier facilities to monitor active projects and address design issues
• Follow company, customer-site, travel, safety, ethics, data-security, and compliance requirements

Territory Sales Representative

Technical Program Manager

• Manage IT programs for enterprise business applications, including Dynamics 365 F&O, Dynamics 365 CE, and Microsoft Dynamics CRM
• Plan and execute ERP migrations from legacy systems to Dynamics 365 F&O
• Manage and prioritize the D365 enhancement backlog
• Develop and maintain the enterprise Business Applications roadmap
• Partner with ERP system architecture leads on timing, approach, and scope
• Own integrated program plans, budgets, resource plans, risk registers, and executive status reporting
• Oversee project managers assigned to application migrations
• Ensure adherence to New System Implementation controls for internal and external audits
• Direct functional and technical workstreams across Finance, Supply Chain, and Operations modules
• Manage third-party implementation partners and vendor engagements, including SOW scope control and quality assurance
• Resolve complex problems and escalate resource delivery issues when appropriate
• Drive organizational change management, user training, and adoption
• Lead M&A integration activities involving acquired business application and ERP migrations
• Coordinate business objectives and communicate change while minimizing operational disruption
• Report into the CECO IT PMO

IT Program Manager

Project Manager

• Set up new projects and customers in Microsoft Dynamics 365 (D365)
• Maintain project records, customer information, billing milestones, and documentation throughout the project lifecycle
• Compile project cost, billing, and progress data for Percentage of Completion reporting and management reports
• Extract billing terms, payment milestones, and contractual requirements from project documentation
• Support project invoicing by preparing documentation and coordinating with Accounting and Project Management
• Maintain project files and records for internal procedure and audit compliance
• Prepare project cost, billing, and variance reports
• Monitor project data accuracy and resolve discrepancies with internal stakeholders
• Assist Project Managers with tracking project progress, billing milestones, change orders, and documentation
• Coordinate with Operations, Purchasing, Production, Service, and Accounting teams
• Support month-end reporting and prepare supporting schedules
• Generate standard and ad hoc reports from D365 and other systems
• Track customer documentation, including certificates of insurance, customer setup requirements, lien waivers, and vendor forms
• Assist with continuous improvement initiatives for project administration, reporting, and document management
• Provide administrative and project coordination support to Project Managers and leadership
• Perform other duties as assigned

Project Coordinator

• Define project scope, objectives, deliverables, and success criteria with stakeholders
• Facilitate project planning and requirements-gathering discussions
• Develop and maintain project schedules, resource plans, and documentation
• Track progress against plans, milestones, and deliverables
• Identify, document, and escalate risks, issues, and scope changes
• Coordinate cross-functional project team activities
• Monitor project budgets and actual expenditures
• Maintain project dashboards, schedules, and status reports
• Communicate project status, risks, issues, and milestones to stakeholders and management
• Facilitate project meetings and document decisions and action items
• Support project implementation and transition-to-operations planning
• Maintain documentation according to company standards
• Participate in continuous improvement initiatives for project management tools, processes, and best practices
• Perform other duties of a similar nature and level as assigned

• Lead a team of professionals to complete projects by established deadlines
• Oversee and manage design and supply activities for industrial equipment and system projects
• Interact with customers and project teams to align planning, scheduling, and resource coordination with budget, scope, and timeline
• Review contracts for compliance and protection of company interests
• Gather proposals, customer requirements, equipment selection information, and in-house specifications
• Assemble project teams for review, coordination, and execution
• Develop, adjust, and manage project schedules and timelines
• Serve as the primary contact for external and internal customers
• Develop, facilitate, and control project communications
• Disseminate project information to team members
• Facilitate project charters, business cases, milestone documents, and deliverables
• Create and maintain issue and risk logs, facilitate resolution and mitigation, and escalate when appropriate
• Coordinate verification and release of project deliverables
• Manage project scope changes using change-control processes
• Assist with resource planning and staffing throughout project phases, including post-installation
• Monitor project budgets, forecast costs and expenditures, and report excessive variations
• Process project invoices, follow up on payments, and reconcile accordingly
• Prepare requisitions for purchased items and services
• Prepare project reports, including monthly percent-complete reports for accounting
• Perform other duties of a similar nature and level as assigned

Project Manager II

Accounting Manager

• Prepare quarterly Form 10-Q and annual Form 10-K SEC filings, including financial statements, footnotes, and MD&A
• Coordinate with external auditors and internal departments to ensure timely and accurate SEC reporting
• Collaborate with FP&A and internal stakeholders on financial results and consistency across internal and external reporting
• Research, interpret, and document technical accounting issues, regulations, standards, and pronouncements
• Monitor and revise accounting policies and procedures and provide organization-wide guidance
• Provide technical accounting guidance for complex transactions, including acquisitions, equity transactions, and revenue recognition
• Ensure SOX compliance related to financial reporting and technical accounting
• Foster continuous improvement and professional development within the team
• Collaborate with cross-functional teams on accounting initiatives and projects
• Perform other duties as assigned

Manager, SEC Reporting – Technical Accounting

• Lead cross-functional, complex projects and manage multiple projects concurrently
• Establish project scope and detailed requirements through stakeholder requirements-gathering sessions
• Document and manage requirements throughout the project lifecycle
• Identify and manage issues, risks, and changes
• Communicate with team members and follow up to ensure tasks are completed according to plan
• Develop project plans for schedules, resources, and budgets
• Collaborate with resource managers, lead team members, Finance, and executives
• Monitor and track progress against project plans
• Report project status to stakeholders through formal and informal communication methods
• Create regular status reports
• Continuously improve project management processes and standards
• Monitor project hours, costs, and budgets against estimates
• Establish and maintain project files according to document-control procedures
• Use project management tools and follow document-control procedures
• Attend project kickoff meetings
• Research non-standard components and provide information to the Engineering Manager
• Conduct project review meetings with management, purchasing, and production departments
• Provide engineering assistance regarding drawings and Compass systems
• Implement customer documents, review comments, and draw redlines
• Perform other similar duties as assigned

Technical Project Manager

• Lead Enterprise Business Application transformation projects in partnership with the CECO ERP team
• Lead cross-functional teams and oversee process adherence for implementation and enhancement projects
• Manage projects within scope, schedule, and cost constraints using dynamic change management
• Lead ERP migrations and traditional IT projects
• Create IT PMO standard artifacts, including project deliverables, milestones, tasks, and activities
• Develop ERP migration plans with IT Program leadership and ERP architecture leads
• Define project timing, approach, and scope
• Communicate migration activities across IT and business organizations
• Provide leadership and motivation to project team members
• Establish work plans and staffing for project activities, iterations, and phases
• Collaborate with internal and external Project Managers
• Conduct risk assessments and implement mitigation plans
• Translate business needs into functional requirements and transition requirements to solution delivery teams
• Manage organizational change, training, testing, data migration, and cutover
• Implement project communication plans, conduct weekly status and stakeholder meetings, and prepare status reports
• Coordinate with internal audit to manage and archive project documentation
• Monitor project activities for accuracy, quality, integrity, and consistency
• Ensure project goals align with business objectives
• Assign responsibilities and scope of authority to project team members
• Direct and coordinate schedules to keep projects on time and within budget
• Maintain project reporting and documentation standards
• Ensure SOX controls compliance and provide evidence for internal and external audits
• Identify continuous-improvement opportunities in project and portfolio management
• Partner with sponsors, stakeholders, business executives, analysts, developers, SMEs, and external service providers
• Support M&A integration activities, including ERP migration and minimizing business disruption

Territory Sales Representative

IT Program Manager

Project Coordinator

Project Manager

Project Manager II

Manager, SEC Reporting – Technical Accounting

Project Manager

Senior Project Manager, IT