Continuous Improvement Senior Analyst

Join a High-Performance Culture That Drives Innovation and Excellence 

At Vertiv, we don’t just hire talent—we cultivate leaders who drive innovation and engage teams to push the limits of what’s possible. As a global leader in critical digital infrastructure, we are scaling up to meet the demands of AI, data centers, and next-gen technology—and we need bold, high-performing individuals like YOU to take us to the next level. 

Why Vertiv?  

• High-Performance Culture: We empower you to think big, execute with excellence, and deliver impact. Our performance-driven mindset rewards those who challenge the status quo and drive meaningful change. Over 50 CEO Awards are given annually to recognize top talent moving the needle forward.  
• Leadership Without Limits: Leadership at Vertiv goes beyond just titles—it’s about  accountability, trust, and ownership. Our leaders engage and drive with collaboration, innovation, and customer-centric thinking, setting the foundation for an action-focused culture.  
• Limitless Growth & Learning: We believe in continuous development. Whether through rotational programs or high-impact projects, you’ll have the opportunity to expand your expertise and grow your career.  
• A Place for Everyone: Our commitment to inclusion ensures that all employee’s unique strengths and perspectives are valued. Your voice matters, your growth is prioritized, and your success is celebrated. 

POSITION SUMMARY:

The Digital Indirect Tax Operations & Automation Analyst (P2) is a mid-level role within the Indirect Tax team, responsible for supporting U.S. indirect tax operations by ensuring accurate sales and use tax determination, maintaining tax compliance, and driving continuous process improvements through automation, AI, and digital solutions.

This role combines traditional indirect tax operational responsibilities with emerging technologies, including workflow automation, AI-enabled productivity tools, process optimization, and data analytics, to enhance operational efficiency and strengthen compliance.

Working closely with the Indirect Tax team and cross-functional stakeholders, the analyst will help identify automation opportunities, streamline manual processes, and support the organization's digital transformation initiatives while building foundational expertise in indirect tax and tax technology.

Key Responsibilities

Functional Expertise

Maintain the customer exemption electronic database, ensuring data integrity and completeness while using automation tools to optimize record management and error-proofing measures.

Validate and maintain accurate supporting documentation for sales transactions, serving as the data foundation for indirect tax compliance and downstream automated workflows.

Support state sales and use tax audits by utilizing data extraction and reconciliation tools to efficiently prepare documentation packages for internal and external stakeholders.

Analyze recurring indirect tax processes to identify manual bottlenecks, designing and implementing low-code solutions via Microsoft Power Platform (Power Automate, Power Apps) to drive efficiency.

Develop, test, and maintain AI-enabled workflows and automated controls for tax data validation, reporting, and compliance routine processes.

Create interactive dashboards and reports using Power BI and Excel to transform raw tax transaction data into clear, actionable business insights.

Support ERP tax configurations and system integrations, participating in user acceptance testing (UAT) for digital tax platform updates.

Deliver high-quality customer service to internal stakeholders (Sales, Credit teams), translating operational tax challenges into practical digital solution requirements.

Stay informed of developments in indirect tax regulations and AI capabilities, proactively identifying how legislative changes impact existing automated workflows and tax technologies.

Project Management & Delivery Support

Support the planning, execution, testing, and implementation of indirect tax technology and automation initiatives.

Collaborate with Tax, Finance, IT, and business stakeholders to gather requirements and translate business needs into practical digital solutions.

Coordinate user acceptance testing (UAT), defect tracking, and validation of automation solutions.

Monitor project milestones, risks and action items to support timely project delivery.

Prepare project documentation, user guides, and status updates for stakeholders.

Collaboration and Continuous Improvement

Develop and maintain documentation for automation solutions, process flows, technical specifications, and standard operating procedures.

Share best practices, reusable automation components, AI use cases, and lessons learned across the tax team.

Provide user training and ongoing support to encourage adoption of automation and AI-enabled solutions.

Collaborate with cross-functional teams to understand business processes, gather requirements, and drive digital transformation initiatives within the tax function.

Foster a culture of continuous improvement, innovation, and knowledge sharing across the organization.

Continuously expand technical and tax knowledge through self-learning, formal training, and participation in team knowledge-sharing initiatives.

Support the preparation of presentations, reports, and management updates related to automation initiatives, tax operations, and project progress.

Qualifications & Requirements

Education & Experience

Bachelor's degree in Business Information Systems, Computer Science, Engineering, or a related field.

2 - 4 years of relevant experience in automation, digital solutions, software development or a related discipline.

Fresh graduates and candidates with internship or project-based experience in Power Platform or RPA are encouraged to apply.

Experience with ERP systems and tax engines (Oracle, Vertex) is preferred.

Demonstrated interest or academic coursework in AI, machine learning or business process automation is an advantage.

Technical Skills

Basic working knowledge of Microsoft Power Platform components: Power Automate, Power Apps, and Power BI.

Familiarity with Microsoft 365 applications including SharePoint and Teams.

Proficiency in Microsoft Excel, including data analysis and reporting functions.

Basic knowledge of SQL, data querying, or data analytics tools is an advantage.

Basic understanding of Robotic Process Automation (RPA) concepts, AI-enabled solutions, workflow automation, and low-code/no-code development concepts.

Knowledge of Agile methodologies and their application in delivering digital automation solutions.

Core Competencies & Soft Skills

Strong analytical and critical thinking skills with excellent attention to detail and a structured approach to problem-solving.

Effective written and verbal communication skills with the ability to present technical concepts in a clear and collaborate with both technical and non-technical stakeholders.

Curiosity and a growth mindset, with a strong willingness to learn new technologies, AI capabilities, and digital solutions.

Strong collaboration and interpersonal skills, with the ability to work effectively across Tax, Finance, IT, and other business functions while managing multiple priorities in a dynamic environment.

Proactive in identifying opportunities to improve processes, enhance efficiency, and support digital transformation initiatives.

Demonstrates professionalism, integrity, and sound judgment when handling confidential and sensitive information.

Preferred Certifications

Microsoft Power Platform Fundamentals (PL-900)

Microsoft Power Automate RPA Developer Associate (PL-500)

Microsoft Azure AI Fundamentals (AI-900)

Professional Scrum Master I / Certified Scrum Master (PSM/CSM)

 

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPALS: Safety, Integrity, Respect, Teamwork, Diversity & Inclusion.

OUR STRATEGIC PRIORITIES 
Customer Focus 
Operational Excellence 
High-Performance Culture 
Innovation 
Financial Strength

OUR BEHAVIORS 
Own It 
Act With Urgency 
Foster a Customer-First Mindset 
Think Big and Execute 
Lead by Example 
Drive Continuous Improvement 
Learn and Seek Out Development