Senior Financial Analyst

Rockwell Automation; Milwaukee (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Insurance including Medical,  D

401k

Paid Time off

Parental and Caregiver Leave

Flexible Work Schedule

Job summary

Rockwell Automation, a global technology leader based in Milwaukee, seeks a Senior Financial Analyst to provide FP&A support for the Motor Control Center business. You will analyze performance against plans, develop forecasts, and deliver insights using Oracle EPM and SAP.

You will partner with Global Analytics and Insights, drive reporting, variance analysis, and support the AOP process, while identifying automation opportunities to improve financial visibility.

Qualifications

• Bachelor's degree required.
• Legal authorization to work in the U.S.
• We will not sponsor individuals for employment visas.
• Ability to travel 10% of the time.
• Preferred: Bachelor's degree in finance or accounting; 5+ years FP&A experience; PowerBI knowledge; process improvement focus.

Responsibilities

• Develop financial plans and forecasts across sales, orders, margins and spend.
• Prepare and maintain orders, sales, spend and backlog reporting with variance analysis.
• Produce monthly, quarterly and annual financial reporting and causal explanations.
• Support the Annual Operating Plan (AOP) with FP&A partners.
• Assist quarterly forecasting and outlook processes with accurate analysis.
• Identify automation and standardization opportunities for reporting.

Skills

Financial analysis

Forecasting

Variance analysis

Cross-functional collaboration

Attention to detail

Time zone adaptability

Education

Bachelor's degree

Bachelor's degree in finance or accounting

Tools

PowerBI

Oracle EPM

SAP

Excel

Job description

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life‑saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!

Job Description

The Senior Financial Analyst provides financial planning, forecasting, reporting, and analytical support for the Motor Control Center business. This role partners with the Global Analytics and Insights organization, business leaders, and FP&A teams to deliver financial insights. You will analyze performance against plans and forecasts, identifying important financial drivers, and communicating results to team members. Using enterprise financial systems including Oracle EPM and SAP, the Senior Financial Analyst develops analysis for key performance indicators such as orders, sales, backlog, margin and spend. You will report to our Global Senior Regional Finance Manager.

Your Responsibilities

• Help develop financial plans and forecasts using standard tools and processes across sales, orders, margins and spend.
• Prepare and maintain orders, sales, spend and backlog reporting, including analysis of regional and business unit performance, variances to plan, forecast, and prior periods
• Help prepare monthly, quarterly, and annual financial reporting, including variance analysis and causal explanations for important financial metrics.
• Provide financial support for the Annual Operating Plan (AOP) process in partnership with FP&A teams and business partners.
• Support quarterly forecasting activities and outlook processes by providing accurate financial analysis and reporting.
• Identify opportunities for automation, simplification, and standardization of reporting processes and support implementation efforts.
• Perform ad hoc financial analyses and respond to business inquiries to help explain financial results and identify main reasons for performance.
• Develop reports, dashboards, and data‑driven insights that support decision-making and improve financial visibility for business partners.
• Ensure data accuracy and integrity across financial reporting and forecasting processes.

Cultural sensitivity to lead and excel in a diverse, global environment.

The Essentials

• Bachelor's degree
• Legal authorization to work in the U.S.
• We will not sponsor individuals for employment visas, now or in the future, for this job opening.
• The ability to travel 10% of the time.

The Preferred

• Bachelor's degree in finance or accounting
• 5+ years of FP&A experience, as an asset in orders and sales area
• PowerBI knowledge
• Process improvement focus
• Can use financial systems and desktop apps to "drill down" to find answers
• Interpret financial results
• Experience working across time zones, businesses, and departments

What We Offer

• Health Insurance including Medical, Dental and Vision
• 401k
• Paid Time off
• Parental and Caregiver Leave
• Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life. To learn more about our benefits package, please visit at www.raquickfind.com.

At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles. This position is part of a job family. Experience will be the determining factor for position level and compensation.

#LI-Hybrid #LI-PH1 We are an Equal Opportunity Employer including disability and veterans. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at [phone].

Rockwell Automation’s hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.

Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 28,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com.

We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!