Process Improvement Analyst at Smartsheet

San José, San José Province, Costa Rica

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SoftwareIndustries

Requirements

Tableau Report Building is a must
Deep operational knowledge in the core areas of payment processing, including Wires, ACH, Credit Card processing, and Credit Card Fees or experience with Collections analysis, specifically managing aging buckets and related metrics (e.g., WDTP)
Prior experience with AI and machine learning tools for process optimization is a definite asset
Prior experience with Stripe, Banking systems, Tesorio is a plus
Advanced Excel skills, including complex spreadsheets, pivot tables, charting, formulas, and data manipulation
Experience using visualization tools such as Power BI, Tableau, or other Business Intelligence tools
Excellent [communication/analytical skills implied]

Responsibilities

Gain an understanding of Smartsheet FinOps Systems and underlying data structure to assist with reporting and process improvement
Develop and maintain recurring financial and operational reporting to enable management to monitor team objectives and metrics
Produce ad-hoc reports to assist with management analysis and decision making
Efficiently extract and analyze data from financial systems
Develop forecasting models for finance operation activities and metrics
Leverage understanding of team objectives, key metrics and financial systems to develop and improve processes within Finance Operations through the use of our tech stack
Provide business intelligence for internal business partners/customers
Work in coordination with the broader team to provide support, analysis and reports as needed
Gather and summarize data from a variety of data sources; perform data collection and cleansing
Validate report results and ensure data integrity
Create visual representations of data; be a storyteller
Create and/or improve monthly and quarterly reporting processes and procedures

Skills

Key technologies and capabilities for this role

TableauProcess ImprovementFinancial SystemsData AnalysisOperational EfficiencyStorytelling

Questions & Answers

Common questions about this position

What is the salary or compensation for the Process Improvement Analyst role?

This information is not specified in the job description.

Is this Process Improvement Analyst position remote or does it require office work?

This information is not specified in the job description.

What key skills are required for the Process Improvement Analyst role?

The role requires strong analytical skills, proficiency in Tableau for reporting, ability to understand financial systems and data structures, data extraction and analysis expertise, and leveraging technology to improve processes.

What is the company culture like at Smartsheet?

Smartsheet fosters an innovative, authentic environment with supportive, driven individuals committed to success, personal and professional growth, teamwork, and empowering people to do their best work with impact at every level.

What makes a strong candidate for the Process Improvement Analyst position?

A strong candidate is a self-starter, fast learner, analytical professional passionate about data and storytelling, who thrives on driving change and has domain expertise in financial operations.

Smartsheet

Cloud-based work management and automation software

About Smartsheet

Smartsheet provides work management and automation solutions through its cloud-based platform, which helps businesses streamline operations, manage projects, and enhance collaboration. Users can create, share, and manage workflows that are customizable to fit their specific needs. The platform integrates with popular applications, making it a versatile tool for various industries, including technology, healthcare, finance, and education. Unlike many competitors, Smartsheet offers a subscription-based model with multiple pricing tiers, catering to both small businesses and large enterprises. The company aims to improve efficiency and productivity for its clients while providing extensive support and learning resources to help users maximize the platform's potential.

Bellevue, WashingtonHeadquarters

2005Year Founded

$121.2MTotal Funding

IPOCompany Stage

Enterprise Software, EducationIndustries

1,001-5,000Employees

Benefits

Health and wellness benefits - From sick days to mental health services, we support you. We provide company-sponsored comprehensive healthcare coverage and well-being benefit programs so you can take care of your whole self.

Time away - We want you to find time for what matters to you. We offer a variety of programs so you can recharge and reconnect, including paid time off for company holidays, vacation, volunteering, military leave, and parental bonding.

An investment in your future - We help you plan for the dreams you’re working toward. We offer every employee competitive pay, retirement contributions, stock awards, and an employee stock purchase program.

Perks and discounts - It's the details that make life easier. From discount programs and an allowance for work-related expenses, to medical concierge (U.S. only) and caregiver services, we help set you up for success both at work and outside of it.

An inclusive environment - We strive to foster a culture of belonging that is rooted in respect for all people. We believe that by celebrating diversity of voices and experiences, and by creating equitable opportunities for our team, customers, and communities, we enable people to do and be their best.

Continuous learning - We know that when you’re growing, so are we. That's why we provide opportunities to develop on the job through internal mobility, virtual learning, and a variety of development programs.

Risks

Competition from Atlassian could impact Smartsheet's market share.

The acquisition by Vista Equity Partners may disrupt current operations.

Challenges in AI integration with AWS could affect feature rollout and adoption.

Differentiation

Smartsheet offers a highly customizable platform for tailored workflow solutions.

The platform integrates seamlessly with popular apps, enhancing its versatility.

Smartsheet's AI capabilities, developed with AWS, position it as a market leader.

Upsides

Increased demand for remote work solutions boosts Smartsheet's growth potential.

The subscription model provides a steady revenue stream for continuous service improvement.

Recognition as a leader in the Gartner Magic Quadrant enhances Smartsheet's market credibility.

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