Sr. Financial Planning & Analysis

A. O. Smith Corporation; Milwaukee (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental insurance

Retirement security savings plan

Tuition assistance

Disability programs

Job summary

A. O. Smith Corporation is seeking a Senior Financial Analyst in Milwaukee to support Corporate FP&A. The role focuses on financial planning, forecasting, reporting, and analytics to improve visibility and drive strategic decisions across the enterprise.

You will build models, dashboards, and executive-ready materials, partnering with finance and business leaders to optimize capital, working capital, and performance tracking. Hybrid work is available in a growth-oriented environment.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field required.
• 4–7 years of FP&A or related analytical experience.
• Experience in planning, forecasting, management reporting, variance analysis, and financial modeling.
• Strong Excel and PowerPoint skills; experience with SAP, Co-Pilot, OneStream or similar tools preferred.
• Ability to analyze financial results and prepare clear materials for management review.

Responsibilities

• Support annual planning, quarterly forecasting, monthly outlooks, and long-range planning processes.
• Prepare and consolidate financial schedules, analyses, and reporting packages for business units and corporate functions.
• Analyze performance versus plan, forecast, and prior year; identify drivers, risks, and opportunities.
• Develop financial models and scenario analyses to support forecasting and investments.
• Develop and maintain management reporting packages, dashboards, scorecards, and financial summaries.
• Translate financial data into insights for senior leadership and support executive materials.

Skills

Advanced Excel

PowerPoint

Financial modeling

Analytical skills

Written and verbal communication

Education

Bachelor's degree in finance, accounting, economics, business, or related field

Tools

SAP

OneStream

Co-Pilot

Job description

Company / Location Information

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Date: Nov 6, 2026

Location(s):
Milwaukee, WI, US, 53224-9508

Company: A. O. Smith Corporation

Business Unit: CORPORATE

Workplace Setting: Hybrid

Company / Location Information

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Primary Function

The Senior Financial Analyst, Corporate FP&A provides analytical support to the Senior Manager, Corporate FP&A and the Director, Business Finance & Enterprise Performance. This role supports financial planning, forecasting, management reporting, corporate function finance, enterprise performance reporting, capital and IT investment analysis, working capital analytics, and productivity tracking. The position helps develop accurate analysis, dashboards, and executive-ready materials that support business decisions and improve financial visibility across the organization.

Responsibilities

Financial Planning, Forecasting, and Performance Analysis

• Support annual planning, quarterly forecasting, monthly outlooks, and long-range planning processes.
• Prepare and consolidate financial schedules, templates, analyses, and reporting packages for business units and corporate functions.
• Analyze performance versus plan, forecast, and prior year, identifying key drivers, risks, and opportunities.
• Develop financial models and scenario analyses to support forecasting, resource allocation, and investment decisions.

Reporting, Dashboards, and Business Insights

• Develop and maintain management reporting packages, dashboards, scorecards, and financial summaries.
• Translate financial and operational data into clear insights for senior leadership.
• Support Board, earnings, investor relations, and other executive materials as needed.

Corporate Function Finance and Decision Support

• Support finance activities for corporate functions, including budget development, forecasting, headcount planning, spend analysis, and decision support.
• Prepare analyses for business cases, resource allocation reviews, and corporate function initiatives.
• Identify trends, variances, and opportunities to improve financial discipline and accountability.

FP&A Process Improvement and Transformation

• Support improvements to FP&A and business finance processes, templates, models, dashboards, and reporting tools.
• Assist with automation, standardization, and documentation of recurring reporting and planning activities.
• Support enterprise productivity tracking, including savings validation, benefits realization, and reporting.

Enterprise Performance, Capital Governance, and Working Capital Analytics

• Support enterprise performance reporting, including KPI tracking, monthly operating reviews, executive dashboards, and business performance analysis.
• Assist with capital and IT investment analysis, including business case support, prioritization, and post-investment tracking.
• Develop working capital analytics related to inventory, receivables, payables, cash flow, and forecasts.
• Use SAP, OneStream, Excel, PowerPoint, and other tools to improve reporting accuracy, visibility, and efficiency.

Qualifications

• Bachelor's degree in finance, accounting, economics, business, or related field required.
• 4–7 years of experience in FP&A, corporate finance, business finance, accounting, or a related analytical role.
• Experience supporting planning, forecasting, management reporting, variance analysis, and financial modeling.
• Strong Excel and PowerPoint skills required; experience with SAP, Co-Pilot, OneStream, or similar planning and reporting tools preferred.
• Ability to analyze financial results, summarize key drivers, and prepare clear materials for management review.
• Manufacturing, industrial, multi-site, or public company experience preferred.
• Strong analytical skills and financial acumen.
• Clear written and verbal communication.
• High attention to detail and commitment to accuracy.
• Collaborative working style and ability to build effective business partnerships.
• Process improvement mindset and comfort working with data, systems, and reporting tools.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment

We Offer

Competitive compensation package and comprehensive benefits plans which include medical and dental insurance, company-sponsored life insurance, retirement security savings plan, short- and long-term disability programs and tuition assistance.

ADA Statement & EEO Statement

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status.

We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.

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