Senior Financial Analyst - Financial Reporting

Rockwell Automation

Milwaukee (WI)

Hybrid

USD 90,000 - 120,000

Full time

6 days ago
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Benefits offered by this job

Health Insurance (Medical, Dental, Vis
401k
Paid Time Off
Parental and Caregiver Leave
Flexible Work Schedule

Job summary

Rockwell Automation, a global technology leader, is seeking a Senior Financial Analyst - Financial Reporting in Milwaukee. The role provides high-visibility to finance leadership and supports consolidated U.S. GAAP accounting and reporting.

You will prepare quarterly and annual reports, assist investor relations, and analyze monthly financials in a fast-paced, global environment. You will work in a hybrid setting from Milwaukee, collaborating with headquarters, regional teams, and external

Qualifications

  • 5+ years of progressive accounting/finance experience.
  • CPA preferred.
  • Big 4 public accounting firm experience with exposure to global industrial companies.
  • Exposure to U.S. GAAP accounting standards and research.
  • Working knowledge of SAP, Oracle Financial Consolidation and Close, Oracle EPM Cloud, and Workiva Wdesk.
  • Experience managing multiple short-range and long-range tasks.
  • Willingness to challenge the status quo to enhance productivity and processes.

Responsibilities

  • Prepare portions of quarterly (Form 10-Q) and annual (Form 10-K) reports filed with the SEC.
  • Assist Investor Relations with quarterly earnings release documents.
  • Prepare sections of the monthly financial reporting package (cash flows, balance sheet, EPS, sales by destination).
  • Research complex accounting issues and prepare technical memos.
  • Promote finance process improvements and complete special projects as requested.

Skills

Financial analysis
GAAP knowledge
Attention to detail

Education

Bachelor's degree in Accounting/Finance or related field
CPA

Tools

SAP
Oracle Financial Consolidation and Close
Oracle Enterprise Performance Management Cloud
Workiva Wdesk

Job description

## Senior Financial Analyst - Financial ReportingApply: Hybrid: Milwaukee, Wisconsin, United States: Full time: Posted Today: End Date: October 3, 2026 (17 days left to apply): R26-7079Rockwell 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 DescriptionThe Senior Financial Analyst - Financial Reporting is an important part of the team that serves as our experts in consolidated U.S. GAAP accounting and reporting and that helps solve global accounting issues. The Senior Financial Analyst has a high level of visibility to finance leadership and works with peers and senior leadership in headquarters, business, regional, and functional organizations and with internal and external auditors. The Senior Financial Analyst reports directly to the ESG and Financial Reporting Controller and works with other members of the Global Finance Organization.External Financial Reporting:* Prepare portions of quarterly (Form 10-Q) and annual (Form 10-K) reports filed with the Securities and Exchange Commission* Assist Investor Relations with preparation of quarterly earnings release documents* Respond to inquiries from internal and external auditors during the quarterly review and annual audit processMonthly accounting and reporting:* Prepare sections of the monthly financial reporting package, including the statement of cash flows, balance sheet, earnings per share, and sales by destination report, which are distributed to senior management* Analyze information submitted by departments and locations and ask questions to ensure completeness and accuracyOther:* Research complex accounting issues, including assisting with ad-hoc technical accounting questions from different global finance personnel, and prepare technical memos* Account for areas within the Financial Reporting team which could include goodwill and intangible assets, business combinations, and share-based compensation* Research and implementation of new accounting standards* Promote finance process improvements* Complete special projects and analyses as requested by management**The Essentials - You Will Have:*** Bachelor's degree in Accounting, Finance, or related field* Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening**The Preferred - You Might Also Have:*** 5+ years of progressive accounting/finance experience* CPA* Big 4 public accounting firm experience and exposure to global industrial companies* Exposure to U.S. GAAP accounting standards and research* Working knowledge of SAP, Oracle Financial Consolidation and Close, Oracle Enterprise Performance Management Cloud, and Workiva Wdesk* Experience managing multiple short-range and long-range tasks* Willingness to challenge the status quo to enhance productivity and processes**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-PH1We 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 +1 (844) 404-7247.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.
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