Senior Financial Analyst

Xylem; Charlotte (NC); Hybride; USD 85 000 - 110 000; Plein temps

Résumé du poste

Xylem is seeking a Senior Financial Analyst in Charlotte, NC. Hybrid work arrangement (3 days in office) to drive financial analysis, performance insights, and business support for the Applied Water segment.

Ideal candidates will bring strong analytical skills, experience in forecasting and planning, and proficiency with OneStream, Oracle, and Power BI. Join a Fortune 500 leader dedicated to sustainable water solutions and cross-functional collaboration.

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Minimum of 3 years of related financial work experience.
• Minimum of 2 years of accounting experience.
• Experience with financial modeling, forecasting, and planning.
• Strong analytical and communication skills for non-finance stakeholders.

Responsabilités

• Provide financial support and analysis for orders, sales, backlog, margin performance, and key commercial finance initiatives.
• Prepare weekly Risks and Opportunities (R&O) reporting for Applied Water manufacturing sites, including trends on orders, sales, margin, and other metrics.
• Upload flash results into OneStream and ensure timely, accurate reporting.
• Prepare and distribute monthly reporting on orders and sales by site, market, and product line.
• Lead the preparation and continuous improvement of the monthly Commercial MBR presentation process.
• Support budget and forecasting activities with commentary on YoY and cycle changes.
• Partner with the SIOP team and PLMs to reconcile order outlooks with demand planning assumptions.
• Lead monthly low-margin reviews with Sales and PLM teams to address performance issues and pricing adjustments.
• Develop, maintain, and enhance dashboards to monitor orders, sales, margins, and backlog.
• Track price realization monthly for budget/forecast cycles and understand key initiatives and impacts.
• Support month-end close activities for Applied Water sites including price/mix, rebates, and promos.
• Own the daily sales and order reporting files for total Applied Water.
• Implement and improve standard processes to ensure financial accuracy and data integrity.
• Provide ad hoc reporting and analysis in support of Applied Water sites.

Connaissances

Financial modeling

Forecasting

Power BI

Excel

Cross-functional collaboration

Formation

Bachelor's degree in Accounting or Finance

Outils

OneStream

Oracle

Tableau

Description du poste

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.

The Senior Financial Analyst is responsible for delivering financial analysis, business support, and performance insights that help drive results across Xylem’s Applied Water business. This role provides critical support for orders and sales reviews, backlog management, margin analysis, new initiatives, and process improvement efforts.

The position partners closely with the Senior Finance Manager, as well as Sales and Operations leadership, to deliver data-driven analysis, actionable recommendations, and financial solutions that support business performance. The ideal candidate brings strong analytical capabilities, sound financial judgment, and the ability to work effectively across cross-functional teams in a fast-paced environment.

Location: Charlotte, NC

Work Arrangement: Hybrid (3 days/week in office)

Senior Financial Analyst Key Responsibilities

• Provide financial support and analysis for orders, sales, backlog, margin performance, and key commercial finance initiatives across the Applied Water business.
• Prepare weekly Risks and Opportunities (R&O) reporting for Applied Water manufacturing sites, including updated trends on orders, sales, margin, and other commercial finance metrics.
• Upload flash results into OneStream and ensure timely, accurate reporting.
• Prepare and distribute monthly reporting on orders and sales by site, market, and product line.
• Lead the preparation and continuous improvement of the monthly Commercial MBR presentation process.
• Support budget and forecasting activities by providing meaningful commentary on year-over-year and cycle-over-cycle changes.
• Partner with the SIOP team and Product Line Managers (PLMs) to reconcile order outlooks with demand planning assumptions.
• Lead monthly low-margin reviews with Sales and PLM teams to identify discrepancies, address performance issues, and anticipate future pricing adjustments.
• Develop, maintain, and enhance interactive dashboards to monitor trends in orders, sales, margins, and backlog.
• Track price realization monthly for budget and forecast cycles, partnering with the Pricing team to understand key initiatives, assumptions, and business impacts.
• Support month-end close activities for applicable Applied Water sites, including commercial finance analysis related to price/mix, rebates, and promotional activities.
• Own the daily sales and order reporting files for total Applied Water.
• Implement and improve standard processes and procedures to ensure financial accuracy, data integrity, and completeness.
• Provide ad hoc reporting and analysis in support of Applied Water sites, as needed.

Senior Financial Analyst Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Minimum of 3 years of related financial work experience required.
• Minimum of 2 years of accounting experience required.
• Demonstrated experience in financial modeling, forecasting, and planning.
• Strong analytical, critical thinking, prioritization, and time management skills.
• Proven ability to manage multiple projects and competing priorities simultaneously.
• Strong leadership capability and problem-solving skills.
• Excellent communication skills, attention to detail, and the ability to communicate financial concepts clearly to non-finance stakeholders.
• Ability to work effectively both independently and in cross-functional team environments.
• Advanced proficiency in Microsoft Office applications required; experience with databases, Oracle, and OneStream preferred.
• Power BI or Tableau experience preferred.