North America Finance Forecasting & Planning Lead

Schneider Electric

Nashville (TN)

Hybrid

USD 102,000 - 152,000

Full time

6 days ago

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Benefits offered by this job

Medical, dental, vision insurance

Flexible work arrangements

Paid family leave

Well-being programs

Holidays and PTO

401(k) with company match

Job summary

Schneider Electric in the U.S. is seeking a Business Finance Specialist for a hybrid role in Nashville, TN (also based in Boston or Dallas).

You will forecast, plan, report, and analyze North America performance, partnering with business leaders to drive AI-enabled finance transformation and executive decision support. Lead the North America rolling forecast and annual Proforma, consolidate inputs, prepare executive summaries, and deliver insights that improve forecast accuracy and business

Qualifications

Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or related field.
Foundational accounting knowledge and 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 maintain data integrity and forecast accuracy.
Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.

Responsibilities

Support the North America Rolling 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 during the forecasting cycle.
Provide functional support for forecasting tools and identify opportunities to improve planning processes.