Finance Analyst (Smartsheet Experience)

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 (

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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