Senior Financial Analyst - Corporate Finance

Careerwebsite; Milwaukee (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401k

Paid Time off

Parental Leave

Flexible Schedule

Job summary

Rockwell Automation, a global technology leader, seeks a Senior Financial Analyst to drive enterprise-wide FP&A, forecasting, and reporting. You will partner with executives and finance teams to consolidate results, build long‑range plans, and support strategic decisions.

This role reports to the Senior Manager, Corporate FP&A and blends on-site HQ work in Milwaukee with a flexible hybrid schedule. The ideal candidate has 5+ years in FP&A or related finance roles, strong Excel and ERP

Qualifications

• Bachelor's degree required; US work authorization.
• 5+ years in FP&A, corporate finance, or related roles.
• Strong Excel and ERP/FP&A systems experience (SAP, Oracle, Hyperion, HFM, EPM, OneStream).
• Experience with Power BI, Tableau or similar BI tools.
• Experience supporting public company financial planning and reporting processes.

Responsibilities

• Support the annual operating plan (AOP), quarterly forecast, and long-range planning processes for assigned corporate functions and consolidated financial reporting.
• Consolidate, analyze, and report enterprise financial results, providing insights into performance drivers and trends.
• Prepare variance analyses comparing actual results to plan, forecast, and prior periods.
• Develop executive-level presentations for leadership reviews and board materials.
• Partner with finance teams to ensure forecast alignment and adherence to planning requirements.
• Identify financial risks, opportunities, and business impacts for leadership consideration.
• Support scenario modeling and sensitivity analysis for strategic decisions.

Skills

Financial analysis

Strategic thinking

Executive communication

Cross-functional collaboration

Education

Bachelor's degree

CPA, CMA or other finance certification

Tools

SAP

Oracle

Hyperion

HFM

EPM

OneStream

Power BI

Tableau

Job description

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!

The Senior Financial Analyst, Corporate Finance, supports enterprise-wide financial planning, forecasting, reporting, and strategic analysis activities. You will partner with executive leadership, business finance teams, and functional leaders to provide relevant insights that inform financial performance and support strategic decision‑making. You will consolidate financial results, develop long‑range plans, evaluate risks and opportunities, and enhance financial processes and reporting capabilities.

You will report to our Senior Manager, Corporate FP&A and work a hybrid schedule at our HQ in Milwaukee, WI.

Your Responsibilities

Corporate Financial Planning & Analysis

• Support the annual operating plan (AOP), quarterly forecast, and long-range planning processes for assigned corporate functions and consolidated financial reporting.
• Consolidate, analyze, and report enterprise financial results, providing meaningful insights into performance drivers and latest trends.
• Prepare variance analysis comparing actual results to AOP, forecast, prior year, and plan.
• Develop executive-level financial presentations and supporting exhibits for senior leadership reviews, board materials, and operating reviews.
• Partner with business unit finance teams to ensure forecast alignment, consistency of assumptions, and adherence to corporate planning requirements.
• Identify financial risks, opportunities, and business impacts to finance and executive leadership.
• Support scenario modeling and sensitivity analysis to evaluate strategic decisions and external market factors.

Financial Reporting & Performance Analysis

• Analyze company-wide revenue, margin, operating expense, free cash flow, working capital, and capital expenditure performance.
• Monitor important financial and operational metrics, providing recommendations to improve our performance and resource allocation.
• Support financial reporting requirements for executive leadership and corporate partners.
• Perform trend analysis and evaluate goals affecting financial performance across regions, segments, and departments.
• Help develop and maintain management reporting dashboards and performance scorecards.

Strategic Finance & Decision Support

• Conduct financial modeling, business case evaluations, and investment analysis to support strategic programs.
• Evaluate the financial impact of organizational, operational, and market-related changes.
• Support mergers, acquisitions, restructuring activities, and other strategic projects.
• Perform economic and financial analysis related to return on investment, working capital efficiency, capital allocation, productivity projects, and cost optimization opportunities.
• Recommend actions that improve financial performance, reporting accuracy, and forecasting effectiveness.

Process Improvement & Governance

• Improve processes, systems, and reporting tools within Corporate FP&A
• Improve forecast accuracy through enhanced analytics, business partnership, and performance monitoring.
• Support financial governance, policy compliance, and internal controls related to planning and reporting processes.
• Partner with finance systems teams to enhance reporting dashboards, automation, and data quality.
• Promote standardization and best practices across financial planning and reporting activities.

The Essentials - You Will Have

• 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 Preferred - You Might Also Have

• Bachelor's degree in Finance, Accounting, or a related field.
• CPA, CMA, or other relevant finance certification.
• 5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Accounting, or related financial roles.
• Experience supporting corporate planning, forecasting, and executive reporting processes.
• Knowledge of financial statements, forecasting methodologies, variance analysis, and financial modeling.
• Advanced Microsoft Excel.
• Experience with ERP and financial reporting systems such as SAP, Oracle, Hyperion, HFM, EPM, OneStream, or equivalent platforms.
• Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms
• Experience supporting public company financial planning and reporting processes.
• Knowledge of cash flow forecasting, working capital management, and capital allocation analysis.
• Experience leading projects and process improvement projects.
• Familiarity with financial consolidation and enterprise performance management systems.

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.

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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.