Systems & Automation Specialist III

About the role

The Systems & Automation Specialist III supports the administration, testing, and continuous improvement of the organization's core business systems, with a primary focus on Deltek Vantagepoint and Smartsheet. This role builds and maintains workflows, dashboards, and automated processes under the direction of the Manager; executes system testing and access-review cycles; maintains project and risk documentation; and applies AI-assisted tools to complete technical work efficiently. It serves as a hands-on execution partner within the team's growing PMO framework, supporting Project Managers and Business Analysts across Finance, Accounting, IT, and Billing Operations.

Responsibilities

• Leadership and Direction
• Act as a trusted partner to the Manager, advising on process improvements and automation opportunities.
• Serve as a go-to resource for Smartsheet best practices, governance, and standardization, assuming ownership of recurring Smartsheet development and support responsibilities transitioned from the Manager.
• Promote standardization, scalability, and reusability of business systems solutions across the organization.
• Champion the use of AI-assisted tools to drive continuous improvement in automation frameworks, workflows, and reporting.
• At The Operational And Company Level
• Perform quarterly User Access Reviews (UAR) of Vantagepoint, ensuring access aligns with role-based and internal control requirements.
• Plan and conduct User Acceptance Testing (UAT) for Vantagepoint upgrades and module implementations.
• Support annual or bi-annual reorganization activities and associated system testing.
• Manage data integration into Vantagepoint, including overhead task creation and large-project work breakdown structures (WBS).
• Respond to Smartsheet development requests from teams across the business; gather and translate requirements into effective solutions.
• Design, build, and maintain Smartsheet sheets, dashboards, reports, and automated workflows, including reusable templates for recurring processes.
• Ensure data integrity, governance, and compliance with organizational standards.
• Identify opportunities to improve efficiency through automation and elimination of manual processes.

Qualifications

• Bachelor's degree in Information Systems, Business, Finance, Computer Science, or related field (or equivalent experience).
• Three or more (3+) years of experience in business/finance systems, ERP administration, or a systems analyst role.
• Hands-on experience with Deltek Vantagepoint (testing, configuration, and data management) required.
• Working knowledge of Smartsheet, including building sheets, dashboards, reports, and workflows.
• Deep development expertise is not required, but the candidate must be able to assume ongoing Smartsheet support responsibilities.
• Experience executing UAT/UAR or structured system testing.
• Demonstrated ability to use AI tools (e.g., Claude, Claude Code, Microsoft Copilot) to accelerate work and build technical solutions; willingness to develop scripts and integrations with AI assistance in lieu of traditional programming.
• Strong proficiency in Microsoft Excel and working with data.
• Familiarity with APIs, Python, or Azure DevOps a plus.
• Understanding of internal controls, role-based access, or SOX/SOC principles a plus.
• Experience in the AEC industry or with project accounting a plus.

Benefits

Salary and eligible variable compensation (if any) commensurate with experience. Range $108,000 - $137,000 and includes a comprehensive benefits package. Our Comprehensive Benefits Package Includes Medical, dental, vision, life, and disability insurance401(k) retirement savings plan with company matchPaid time off, sick leave, and paid holidaysTuition reimbursement and professional development supportDiscretionary bonuses and other performance-based incentivesEmployee Assistance Program (EAP), wellness initiatives, and employee discounts.