Senior Financial Analyst - Financial Reporting

Quest Oracle Community; Milwaukee (WI); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance including Medical, Rx

401k

Paid time off

Parental and caregiver leave

Flexible work schedule

Job summary

Rockwell Automation is seeking a Senior Financial Analyst - Financial Reporting to join our Global Finance Organization. The role provides high visibility to finance leadership and works with headquarters, regional teams and external auditors to ensure accurate U.S.

GAAP consolidation and external reporting. You will contribute to quarterly Form 10-Q and annual Form 10-K filings, assist Investor Relations with earnings materials, and research complex accounting issues.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years progressive accounting/finance experience.
• CPA preferred; Big 4 experience beneficial.

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.
• Respond to inquiries from internal and external auditors during quarterly review and annual audit.
• Prepare sections of the monthly financial reporting package including cash flows, balance sheet, earnings per share, and sales by destination report.
• Analyze information submitted by departments and locations to ensure completeness and accuracy.
• Research complex accounting issues and prepare technical memos.
• Account for areas within Financial Reporting such as goodwill, intangibles, business combinations, and share-based compensation.
• Research and implement new accounting standards.
• Promote finance process improvements; complete special projects as requested by management.

Skills

5+ years accounting/finance experience

CPA

Big 4 audit experience

US GAAP accounting knowledge

Research skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

SAP

Oracle Financial Consolidation and Close

Oracle Enterprise Performance Management Cloud

Workiva Wdesk

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 - 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 process

Monthly 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 accuracy

Other

• 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 improvementsComplete 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-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.