Business Finance Specialist

Schneider Electric; Dallas (TX); Hybrid; USD 102,000 - 152,000; Full time

Benefits offered by this job

Medical benefits

Flexible work arrangements

Annual incentive plan

401(k) with company match

Job summary

Schneider Electric in the United States offers a hybrid Business Finance Specialist role based in Dallas, TX, with options in Boston and Nashville. You will forecast, plan, report to executives, and analyze performance across North America.

You’ll lead rolling forecasts, annual Proforma cycles, and monthly orders/sales reviews, partnering with teams across the U.S., Canada, and Mexico. The role emphasizes AI-enabled finance improvements and clear, data-driven recommendations.

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

• Own and lead the rolling North America forecast 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

Financial analysis

Executive reporting

Cross-functional partnership

Presentation skills

Tools

Excel

Power BI

Copilot AI

PowerPoint

Teams

SharePoint

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 ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position.

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)

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.

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.

€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.

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here.

Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.