SENIOR FINANCIAL ANALYST, GA&I

Quest Oracle Community; Monterrey; Hybrid; MXN 350,000 - 520,000; Full time

Benefits offered by this job

Savings fund

Meal coupons / cafeteria benefits

Mindfulness program with Calm premium

Volunteer and paid time off after 6 mo

Employee wellbeing program (OnTrack)

Digital course library for development

Retirement benefits and life insurance

Job summary

The Senior Financial Analyst at Rockwell Automation supports forecasting and analysis for ITD and SWC reporting, reporting to the Finance Manager within Global Analytics (GA&I). You will partner with segment finance teams and FP&A to develop plans, forecasts, and provide insights that guide strategic decisions.

The role requires a Bachelor's degree and 3+ years FP&A experience, English proficiency, and Oracle EPM/SAP knowledge.

Qualifications

• Bachelor's degree required.
• 3+ years of FP&A experience.
• Proficiency in English.
• Understand core FP&A processes (forecasting, reporting, ad hoc analysis).
• Process improvement focus and ability to standardize processes.
• Experience with Oracle EPM and SAP.
• Ability to drill down into financial results and derive insights.
• Work across time zones, businesses, and departments to resolve issues.

Responsibilities

• Manage and analyze orders and quantity reporting; provide insights into performance and drivers.
• Develop SBU and Regional mix analyses for forecasting and performance reviews.
• Perform OCOS actuals causal analysis; identify drivers, risks, opportunities, variances to plan.
• Review, process accruals and prepaids; post journal entries and balance reconciliations.
• Lead special accrual reporting and balance reviews; ensure accuracy and compliance.
• Support close activities with financial analysis and internal controls compliance.
• Contribute to Annual Operating Plan and quarterly forecasts.
• Create ad-hoc analyses for business inquiries.
• Align GA&I teams to drive standardized global processes.

Skills

Forecasting

Financial analysis

Ad hoc analysis

Cross-functional collaboration

Education

Bachelor's degree

Tools

Oracle EPM

SAP

Job description

Job Description

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.

We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us!

Job Summary

The Senior Financial Analyst supports main forecasting and analysis processes for the ITD and SWC reporting segments. you will be reporting to the Finance Manager within the Global Analytics (GA&I) organization, this role partners with segment finance teams and FP&A organizations. It develops financial plans and forecasts, analyzes our performance, and provides insights that support strategic decision-making.

Your Responsibilities

• Manage and analyze orders and quantity reporting, providing insights into our performance, demand trends, and operational drivers.
• Develop SBU and Regional mix analyses to support forecasting, performance reviews, and strategic decision-making.
• Perform OCOS actuals causal analysis, identify important financial drivers, risks, opportunities, and variances to plan.
• Review, process PLX and FIX accruals and prepaids, including preparation and posting of journal entries and balance sheet reconciliations.
• Lead special accrual reporting and balance reviews, partnering with team members to ensure accuracy, completeness, and appropriate financial treatment.
• Support close activities through financial analysis, reporting, and compliance with accounting policies and internal controls.
• Support development of Annual Operation Plan (AOP) and quarterly forecasts.
• Create ad-hoc analyses and respond to business inquiries.
• Closely align with the other teams within GA&I to drive improved and standardized global processes.
• Provide financial analysis to partners to inform decision-making.
• Ensure all processes follow internal control procedures.
• Support process improvement and standardization to increase efficiency.

The Essentials - You Will Have

• Bachelor's degree.

The Preferred - You Might Also Have

• 3+ years of FP&A experience including FP&A/Controlling or GL area.
• Proficiency in English.
• Understand the core FP&A processes (forecasting, reporting, ad hoc analysis) in Topline & Spend.
• Process improvement focus.
• Experience with Oracle EPM and SAP
• Can use financial systems and desktop apps to "drill down" to find answers
• Interpret financial results and develop takeaways and insights
• Work across time zones, businesses, and departments to resolve issues
• Strategic outlook and experience with standardization and process improvements.

What we offer

• We doubled the Savings Fund.
• We also subsidized Food coupons, the cafeteria, and Transportation services.
• Additionally, we offered Comprehensive mindfulness programs, which included a premium membership to Calm.
• Volunteer and Paid Time off were available after 6 months of employment for eligible employees.
• Our Employee Assistance Program provided Personalized wellbeing programs through our OnTrack program.
• We also offered an on-demand digital course library for professional development.
• Furthermore, we provided Retirement benefits and Life Insurance.

At Rockwell Automation, we are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or another role.

Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.