Senior FP&A Analyst: Strategic Forecasting & Insights

Quest Oracle Community; Milwaukee (WI); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401k

Paid Time off

Parental and caregiver leave

Flexible work schedule

Job summary

Rockwell Automation in Milwaukee is seeking a Senior Financial Analyst to deliver financial planning, forecasting, reporting, and analytical support for the Motor Control Center business. You will partner with Global Analytics and FP&A teams to translate data into actionable insights.

You will use Oracle EPM and SAP to develop KPIs such as orders, sales, backlog, margin and spend, and you will support the Annual Operating Plan process. Travel up to 10% is expected.

Qualifications

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

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

Skills

Financial analysis

Forecasting

Variance analysis

Reporting

Data-driven decision making

Cross-functional collaboration

Education

Bachelor's degree in finance or accounting

Tools

PowerBI

Oracle EPM

SAP

Excel

Dashboarding

Job description

Rockwell Automation in Milwaukee is seeking a Senior Financial Analyst to deliver financial planning, forecasting, reporting, and analytical support for the Motor Control Center business. You will partner with Global Analytics and FP&A teams to translate data into actionable insights.

You will use Oracle EPM and SAP to develop KPIs such as orders, sales, backlog, margin and spend, and you will support the Annual Operating Plan process. Travel up to 10% is expected.