Transportation Financial Planning & Performance Analyst

North American Transportation Management Institute; Milwaukee (WI); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health Insurance including Medical, D­

401k

Paid Time off

Parental and Caregiver Leave

Flexible Work Schedule

Job summary

Rockwell Automation is seeking a Transportation Financial Planning & Performance Analyst to lead budgeting, forecasting, and performance management for Americas transportation spend. You will collaborate across Finance, Transportation, Tax, Sourcing, Operations and Finance to deliver data-driven insights and drive cost visibility.

You will manage AOP, forecasting, monthly spend reviews, accruals, and productivity reporting, while enhancing dashboards and automation.

Qualifications

• Bachelor's Degree in Relevant Field.
• 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 ability to travel 10% of the time.

Responsibilities

• Lead financial reviews with partners across Finance, Transportation, Tax, Sourcing, Operations, and other departments.
• Lead the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas transportation spend.
• Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
• Standardize financial processes, reporting, and best practices across the Americas region.
• Enhance analytics and reporting dashboards while driving continuous improvement through automation and AI-enabled solutions.
• Assess and communicate financial exposure related to changing transportation regulations
• Provide guidance on trade transportation analytics, financial controls, and best practices.
• Present financial impacts and recommendations to leadership and other important partners.
• Build partnerships and promote a culture of collaboration and continuous improvement.

Skills

FP&A

Transportation finance

Financial modeling

Excel

Power BI

Python

SQL

Presentation skills

Education

Bachelor's degree in relevant field

Bachelor's degree in finance

Bachelor's degree in Accounting

Bachelor's degree in Supply Chain

Bachelor's degree in Economics

Tools

Power BI

Python

SQL

SAP

Copilot

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

Rockwell Automation is looking for a Transportation Financial Planning & Performance Analyst to lead financial planning, forecasting, and performance management for Americas transportation spend. You will partner with multiple departments, including Transportation, Tax, Sourcing, Operations, and Finance. You will deliver data-driven insights that improve cost visibility, support strategic decision-making, and help manage financial exposure related to global trade regulations and tariff changes. You will help advance analytics and reporting dashboards, standardizing financial processes, and driving continuous improvement across transportation finance activities in the Americas. You will have a hybrid schedule working in Milwaukee, WI, Mayfield Heights, OH, or Whitestown, IN and will report to the Supervisor, Global Logistics Performance & Freight Claims.

Your Responsibilities

• Lead financial reviews with partners across Finance, Transportation, Tax, Sourcing, Operations, and other departments.
• Lead the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas transportation spend.
• Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
• Standardize financial processes, reporting, and best practices across the Americas region.
• Enhance analytics and reporting dashboards while driving continuous improvement through automation and AI-enabled solutions.
• Assess and communicate financial exposure related to changing transportation regulations
• Provide guidance on trade transportation analytics, financial controls, and best practices.
• Present financial impacts and recommendations to leadership and other important partners.
• Build partnerships and promote a culture of collaboration and continuous improvement.

The Essentials - You Will Have

• Bachelor's Degree in Relevant Field.
• 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 ability to travel 10% of the time.

The Preferred - You Might Also Have

• Typically requires 5 years of related experience.
• Bachelor's degree in finance, Accounting, Supply Chain, Economics, or a related field.
• 5+ years in FP&A, transportation finance, Logistics finance, or a finance position that supported Logistics
• Knowledge of international trade, business analytics, and transportation financial modeling
• Capability in financial planning, forecasting, financial modeling, and variance analysis.
• Advanced proficiency in Excel and data analytics tools such as Power BI, Python, SQL, SAP, or Copilot.
• Experience presenting complex financial analyses and recommendations to senior leadership.
• Experience implementing process improvements, or analytics-driven efficiencies.

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.

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.