Business Finance Specialist

Schneider Electric; Boston (MA); Hybrid; USD 102,000 - 152,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Paid time off

401(k) with match

Flexible work arrangements

Job summary

Schneider Electric is seeking a Business Finance Specialist based in one of our US hub locations (Boston, Dallas, or Nashville) with a hybrid work setup. You will support North America forecasting, financial planning, executive reporting and business performance analysis across the region.

You will lead the rolling forecast, annual Proforma, and monthly Orders & Sales view, partnering with finance teams across US, Canada and Mexico while driving AI-enabled transformations to improve planning,

Qualifications

• Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting or a related field.
• Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
• Experience consolidating financial data, identifying trends and inconsistencies and providing actionable insights.
• Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
• Ability to build relationships, influence across teams and navigate differing perspectives while maintaining data integrity and forecast accuracy.
• Continuous improvement mindset with an interest in automation, analytics and AI-enabled finance processes.

Responsibilities

• Lead North America rolling forecast process by consolidating forecast results across businesses.
• Prepare executive summaries, presentations and financial insights for leadership review.
• Consolidate business commentary and ensure consistency across forecasts and assumptions.
• Serve as a key finance partner to teams across the U.S., Canada and Mexico throughout the forecasting cycle.
• Provide functional support for forecasting tools and identify opportunities to improve planning processes.
• Own and lead the annual North America Proforma process, ensuring alignment, accuracy and timely execution.
• Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance.
• Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.
• Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews and other senior leadership meetings.
• Consolidate insights from business finance partners and translate complex financial information into clear actionable recommendations.
• Support ad hoc financial analyses and strategic projects requested by senior leadership.
• Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions.
• Implement AI-driven tools and approaches that enhance financial planning, reporting and business analysis capabilities.
• Help establish best practices that improve efficiency, accuracy and decision-making across the finance organization.

Skills

Forecasting & planning

Executive communication

Cross-functional partnering

Data-driven insights

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

Power BI

Microsoft Copilot

PowerPoint

Job description

Schneider Electric has a hybrid opportunity for a Business Finance Specialist to be based in one of the following Schneider Electric Hub locations: Boston,MA; Dallas,TX; or Nashville, TN.

Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America.

In this role, you will support North America forecasting, financial planning, executive reporting and business performance analysis while driving process improvements, strategic projects and AI-enabled finance transformation to support executive decision-making across the U.S., Canada and Mexico.

What Success Looks like in the role:

In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America.

What You Will Do

Support North America Forecasting & Planning

• Support the North America Rolling Forecast process by consolidating forecast results across businesses.
• Prepare executive summaries, presentations and financial insights for leadership review.
• Consolidate business commentary and ensure consistency across forecasts and assumptions.
• Serve as a key finance partner to teams across the U.S., Canada and Mexico throughout the forecasting cycle.
• Provide functional support for forecasting tools and identify opportunities to improve planning processes.

Lead Critical Financial Processes

• Own and lead the annual North America Proforma process, ensuring alignment, accuracy and timely execution.
• Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance.
• Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.

Deliver Executive Insights

• Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews and other senior leadership meetings.
• Consolidate insights from business finance partners and translate complex financial information into clear actionable recommendations.
• Support ad hoc financial analyses and strategic projects requested by senior leadership.

Drive Finance Transformation

• Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions.
• Implement AI-driven tools and approaches that enhance financial planning, reporting and business analysis capabilities.
• Help establish best practices that improve efficiency, accuracy and decision-making across the finance organization.

We know skills and competencies show up in many waysand can be based on your life experience.If you donot necessarily meet all the requirements that are listed below, we still encourage you to apply for theposition.

Role Requirements

• Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting or a related field.
• Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
• Experience consolidating financial data, identifying trends and inconsistencies and providing actionable insights.
• Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
• Ability to build relationships, influence across teams and navigate differing perspectives while maintaining data integrity and forecast accuracy.
• Continuous improvement mindset with an interest in automation, analytics and AI-enabled finance processes.

Required Tools & Systems Knowledge

• Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics)
• Power BI for dashboarding and business performance analysis
• AI and automation tools for financial analysis and process optimization (Microsoft Copilot)
• Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint)

Bring your strategic finance expertise to a role that truly matters—apply today!

At Schneider, we believe that every employee is a talent who deserves equal opportunities. This means you matter. Every individual needs to feel valued, supported and treated fairly to do their best work.

Our Total Rewards is our way of saying: “We see you. We value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel safe and elevate your potential to shine as an impact maker.

For this U.S. based position, the expected pay range is USD 101,600 - USD 152,400 per year. This pay range includes base pay and short-term incentives. The compensation range for this full-time position applies to candidates located within the United States. Our pay ranges are determined by reviewing roles of similar responsibility and level. Within the pay range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience and relevant education or training.

Schneider Electric is there when it matters most to you

Our Total Rewards package outlines all the benefits and support you’ll enjoy as part of the Schneider Electric team:

Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year and 15 days of paid time off per year.

Invest and Plan Your Future. We help you plan and invest for the future with competitive pay and programs including base salary, incentives, company share ownership and 401(k) with match.

Grow Your Skills and Career. We support development through performance discussions, global opportunities, the Schneider Career Hub and learning platforms like Coursera.

Team Up in the Workplace. We encourage collaboration, recognition, sharing your voice and an inclusive workplace.

Support Your Community. We make a difference through volunteer leave, programs with the Schneider Electric Foundation, youth education initiatives and military leave benefits.

"We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one."

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization.We celebrate IMPACT Makers and believe everyone has the potential to be one.

Become an IMPACT Maker with Schneider Electric – apply today!

€40 billion global revenue

+9% organic growth

150 000+ employees in 100+ countries

You must submit an online application to be considered for any position with us. This position will be posted until filled.

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.

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