Finance Analyst (Smartsheet Experience)
West Chester, PA
Long Term
Key Responsibilities
Financial Planning & Analysis
Perform detailed financial analysis, including cost modeling, forecasting, and cash flow projections.
Develop and maintain project budgets and monitor actual performance vs. forecast.
Conduct variance analysis and recommend corrective actions for budget deviations.
Evaluate project profitability, ROI, and financial feasibility.
Project Monitoring & Reporting
Track financial performance across multiple projects and ensure alignment with organizational goals.
Prepare financial reports, dashboards, and presentations for stakeholders
Monitor key financial metrics (cost, revenue, margin, utilization).
Smartsheet & Data Management
Use Smartsheet to:
Track project budgets, timelines, and financial KPIs
Build dashboards and automated reports
Manage workflows and project documentation
Improve collaboration and visibility across teams
Integrate Smartsheet data with Excel or ERP systems where needed
(Note: Specific Smartsheet usage varies by organization; the above reflects common industry practice rather than a single cited source.)
Risk Management & Compliance
Identify financial risks and develop mitigation strategies.
Ensure compliance with accounting standards, internal controls, and financial policies
Support audits and maintain proper financial documentation
Stakeholder Collaboration
Partner with project managers, finance teams, and business leaders to align financial strategies with project goals.
Present financial insights and recommendations to senior management.
Required Qualifications
Bachelor s degree in Finance, Accounting, Economics, or related field
2 5+ years of experience in financial analysis or project finance
Strong financial modeling, forecasting, and analytical skills
Proficiency in Excel and financial systems (SAP, Oracle, etc.)
Hands-on experience with Smartsheet (required)
Knowledge of budgeting, forecasting, and variance analysis
Preferred Qualifications
Experience in project-based industries (construction, IT, energy, consulting, etc.)
Familiarity with project lifecycle management and financial controls
Certifications such as CFA, PMP, or similar (optional)
Key Skills
Strong analytical and problem-solving abilities
Attention to detail and accuracy
Excellent communication and presentation skills
Ability to manage multiple projects and deadline
Advanced reporting and data visualization skills
Experience with workflow tools (Smartsheet, Power BI, Tableau preferred)
Tools & Technologies
Smartsheet (core requirement)
Microsoft Excel (advanced level)
ERP systems (SAP, Oracle, etc.)
Financial modeling tools and reporting platforms
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