SENIOR FINANCIAL ANALYST

Quest Oracle Community; Katowice; Hybrid; PLN 180,000 - 240,000; Full time

Benefits offered by this job

Medical Plan

Medicover Sport Program

Pension Scheme

Life insurance

MyBenefit Platform

Lunch Card

OnTrack

Employee Assistance Program

Calm Premium

Job summary

Rockwell Automation is seeking a Senior Financial Analyst to support planning, forecasting, reporting, and analysis for ITD and SWC segments. You will partner with segment finance teams and FP&A to develop plans and deliver insights.

The role focuses on standard reporting, ad hoc analysis, and process improvement using EPM and SAP within a hybrid Katowice office setting.

Qualifications

• 4+ years of FP&A experience including forecasting, reporting and ad hoc analysis.
• Understanding of core FP&A processes in topline and spend.
• Proficiency in English and ability to collaborate across teams.

Responsibilities

• Manage and analyze orders and quantity reporting, providing insights into business performance and drivers.
• Develop and maintain SBU and Regional mix analyses to support forecasting and performance reviews.
• Perform OCOS actuals causal analysis, identify key financial drivers, risks, opportunities, and variances to plan.
• Review, analyze, and process accruals/prepaids including journal entries and reconciliations.
• Lead special accrual reporting and balance reviews with cross-functional stakeholders.
• Support monthly and quarterly close activities and ensure compliance with policies.
• Support development of Annual Operating Plan (AOP) and quarterly forecasts.
• Create ad-hoc analyses and respond to business inquiries.
• Align with GA&I teams to drive standardized global processes.

Skills

FP&A experience

Forecasting

Reporting

English proficiency

Education

Bachelor's degree

Tools

Oracle EPM

SAP

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 Description

As the Senior Financial Analyst you will support key planning, forecasting, reporting, and analysis processes for the ITD and SWC reporting segments. You will report to the Finance Manager within the Global Analytics & Insights (GA&I) organization. You will partner closely with segment finance teams and FP&A organizations to develop financial plans and forecasts, analyze business performance, and provide insights that support strategic decision-making.

The mission of the Global Analytics & Insights organization is to provide business and functional partners with actionable information to manage performance, support decision-making, and drive operational excellence through standardized and efficient processes.

This role leads to standard financial reporting and analysis for the ITD and SWC segments while providing ad hoc analytical support to finance and business leadership. You will leverage global financial consolidation systems (EPM) and SAP to deliver performance reporting and insights across a broad range of financial metrics. In addition, you will drive automation, process simplification, and standardization initiatives to improve efficiency and enhance decision support capabilities.

You will work in hybrid model of work with office in Katowice.

Your Responsibilities

• Manage and analyze orders and quantity reporting, providing insights into business performance, demand trends, and operational drivers.
• Develop and maintain SBU and Regional mix analyses to support forecasting, performance reviews, and strategic decision-making.
• Perform OCOS actuals causal analysis, identify key financial drivers, risks, opportunities, and variances to plan.
• Review, analyze, and 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 cross-functional stakeholders to ensure accuracy, completeness, and appropriate financial treatment.
• Support monthly and quarterly 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 policies and procedures
• Support process improvement and standardization to increase efficiency

The Essentials - You Will Have

• Bachelors degree
• 4+ years of FP&A experience including FP&A/Controlling or GL area
• Understanding of the core FP&A processes (forecasting, reporting, ad hoc analysis) in Topline & Spend.
• Experience with Oracle EPM and SAP
• Proficiency in English

The Preferred - You Might Also Have

• Process improvement focus
• 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

• Medical Plan - Includes coverage for partners and children. Paid by Rockwell, subject to tax and social security contributions payable by you.
• Medicover Sport Program -Includes a sports card with weekly entries to sports, recreation and wellbeing facilities within the Medicover network.
• Pension Scheme - Participation in Employee Capital Plans (PPK), a voluntary long-term retirement savings program provided in accordance with statutory requirements.
• Life insurance -Group life insurance, including disability coverage. Paid by Rockwell, subject to tax and social security contributions payable by you.
• MyBenefit Platform - Access to a flexible benefits platform, with monthly points allocated by the employer.
• Lunch Card - Monthly meal vouchers through the Edenred card.
• OnTrack - A wellbeing platform that encourages movement and healthy habits.
• Employee Assistance Program - Access to personal coaching and resources to support physical, mental, and emotional wellbeing goals.
• Calm Premium - Tools for relaxation, meditation, focus and sleep.

At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so 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 other roles.

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.