Business Analyst II

Lancesoft

Illinois

Hybrid

USD 90,000 - 120,000

Full time

4 days ago

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Job summary

Grid Automation CTO PMO is seeking a contract Business Operations & Financial Analyst to support PMO operations, financial planning, headcount management, and Smartsheet-based automation. The role partners with Finance, HR, Product, and Engineering to improve visibility, reporting efficiency, and data-driven decisions across the CTO organization.

The position is split 50/50 between Business Operations & Financial Management and Smartsheet Development & Automation, with flexibility for morning

Qualifications

3+ years supporting business operations, PMO, financial planning, budgeting, or workforce planning.
Experience with OpEx & CapEx budgeting, forecasting, and variance analysis.
Contractor and headcount tracking with executive reporting.
Advanced Smartsheet experience: dashboards, reports, forms, workflows, cross-sheet references, and complex formulas.
Advanced Excel skills: Pivot Tables, Power Query, financial modeling, and dashboard development.
Strong analytical, communication, and stakeholder management skills.

Responsibilities

Financial Planning & Operations Support for annual operating plan, forecasting, and budgeting.
Track OpEx, CapEx, contractor spend, labor costs, and investments.
Maintain budget forecasts, spending reports, and variance analysis.
Develop executive dashboards, KPIs, and leadership reporting packages.
Partner with Finance and leaders to support planning and reporting.
Headcount & Workforce Planning: track plans, forecasts, vacancies, contractor staffing.
Smartsheet Development & Automation: design/maintain dashboards, reports, forms, workflows.
Data Analytics & Reporting: create Excel reports and dashboards; support Power BI.
Technical Automation: develop Python-based automations and Smartsheet integrations.

Skills

Financial planning

Budgeting

Headcount planning

Executive reporting

Forecasting

Contractor tracking

Stakeholder management

Analytical thinking

Tools

Smartsheet

Python

Excel

Power BI

Job description

Business Operations & Financial Analyst (Smartsheet Focus) Contract Position | Grid Automation CTO PMO Position Summary

The Grid Automation CTO PMO is seeking a contractor to support PMO operations, financial planning, headcount management, executive reporting, and Smartsheet-based business process automation.

This role will partner with PMO leadership, Finance, HR, Product, and Engineering teams to improve visibility, reporting efficiency, and data-driven decision making across the CTO organization.

This position is approximately 50% Business Operations & Financial Management and 50% Smartsheet Development & Automation.

Technical Skills

Must Have
- Smartsheet Mastery: Advanced dashboarding, workflow automation, and cross-sheet integration.
- Python/API Integration: Proficiency in using Python to bridge data between Smartsheet, Excel, and other enterprise systems.
- Financial/HC Operations: Expertise in budgeting, headcount planning, and performing system reconciliations.
- Project Governance: Ability to create portfolio rollups, program status reports, and executive-level KPI dashboards.
Nice To Have
- High Financial Analysis
- Headcount Planning
- Executive Dashboard Development
- Python Automation & Integrations
- Data Analytics
- Medium Power BI
- PMO Operations Support
- Project Coordination
- Process Improvement

Must be flexible with working hours - eastern and central hours preferred. There will be several morning calls.

Key Responsibilities

Financial Planning & Operations Support annual operating plan (OP), forecasting, and budget planning activities.
Track and report OpEx, CapEx, contractor spend, labor costs, and investments.
Maintain budget forecasts, spending reports, and variance analysis.
Develop executive dashboards, KPIs, and leadership reporting packages.
Partner with Finance and functional leaders to support planning and reporting activities.
Headcount & Workforce Planning
- Track headcount plans, hiring forecasts, vacancies, and contractor staffing.
- Maintain workforce reporting and organizational metrics.
- Reconcile staffing data across Finance, HR, and business systems.
Smartsheet Development & Automation
- Design and maintain Smartsheet solutions, dashboards, reports, forms, and workflows.
- Automate reporting and business processes.
- Develop executive and portfolio-level dashboards.
- Build integrations between Smartsheet and Excel.
- Support data migrations, synchronization, and governance activities.
Data Analytics & Reporting
- Create advanced Excel reports, models, and dashboards.
- Consolidate and analyze data from multiple systems.
- Develop automated reporting processes and KPI dashboards.
- Support Power BI reporting and visualization initiatives.
Technical Automation
- Develop lightweight Python-based automations and integrations.
- Automate Smartsheet-to-Excel reporting processes.
- Support data validation, quality checks, and dashboard refresh activities.

Required Qualifications

3+ years supporting business operations, PMO, financial planning, budgeting, or workforce planning.
Experience with:
- Budget management (OpEx & CapEx)
- Forecasting and variance analysis
- Contractor and headcount tracking
- Executive reporting
- Advanced Smartsheet experience, including dashboards, reports, forms, workflows, cross-sheet references, and complex formulas.
- Advanced Excel skills, including Pivot Tables, Power Query, financial modeling, and dashboard development.
- Strong analytical, communication, and stakeholder management skills.

Preferred Qualifications

Python scripting and automation experience.
Smartsheet API experience.
Microsoft Power BI and Power Automate experience.
PMO experience supporting engineering, product development, or R&D organizations.
Experience supporting CTO or executive leadership teams.

Desired Skills