Finance Forecasting & AI Transformation 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 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,