Process Improvement Analyst

For over 20 years, Smartsheet has helped people and teams achieve–well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we’re creating space– space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that’s magic at work, and it’s what we show up for everyday.

Process Improvement Analyst

Smartsheeters truly stand out. It is clear by their attitude and actions that they work for a company that is not only innovative and authentic, but filled with individuals who are supportive, driven and committed to being a part of Smartsheet's success. Our leadership is composedJob of executives with deep experience who are committed to maintaining an environment that promotes personal and professional growth as well as encouraging individuals to take an active role in the vision of the company. Smartsheet is a place where people love what they do and are empowered to do their best work everyday. We support one another and achieve our goals as a team, not as individuals. Each person, at every level, gets to have an impact.

Smartsheet Finance Operations is seeking an analytical, results-driven Systems and Process Improvement Analyst to join our team.

This is a critical role responsible for elevating our operational efficiency. You will assist with developing and maintaining robust Tableau reporting and play a significant part in the design and implementation of key operational changes across the department. We are looking for a self-starter and fast learner who possesses a strong ability to understand financial systems. The successful candidate enjoys digging into data, leveraging technology to improve processes, and is passionate about data and storytelling. If you are an analytical professional who thrives on driving change and possesses the essential domain expertise to improve our critical financial operations, we encourage you to apply.

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

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, Bankings 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 verbal, written and data presentation skills

• Strong attention to detail and quality

• Effectively manages competing priorities

• Flexibility and ability to effectively manage multiple priorities

• Flexibility to work independently and in a team environment.

IDEAL: A blend of strong technical skills (the ability to solve the problem) and the competencies to know what to do with the answer.

Perks & Benefits:

• Fully paid Health & Life insurance for full-time employees and family members

• Monthly stipend to support your work and productivity

• Asociacion Solidarista with employee and employer contributions as well as potential alliances with entities such as universities, gyms, etc.

• 12 days paid Vacation + Flexible Time Away Program

• 20 weeks fully paid Maternity Leave

• 12 weeks fully paid Paternity/Adoption Leave

• Personal paid Volunteer Day to support our community

• Opportunities for professional growth and development including access to Udemy online courses

• Company Funded Perks including a counseling membership and your own personal Smartsheet account

• Teleworking options from any registered location in Costa Rica (role specific)

Get to Know Us:

At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together.

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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