Senior Financial Analyst I

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 25,000 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 is responsible for a supporting various planning, forecasting, causaling and reporting processes and analyses in support Rockwell's businesses and regions. The role reports to the Global Analytics and Insights organization, will work in partnership with the Global Sales & Marketing Finance and engages with other FP&A teams within the organization to develop financial plans, forecasts and analyze actual performance against those goals.

The mission of the Global Analytics and Insights organization is to provide business and functional partners with information to manage performance and support decision making, while driving operational excellence in the process. This Senior Financial Analyst will own the standard reporting, analysis, and forecasting for the business/function and provide ad-hoc support as needed. The role utilizes global consolidation financial systems (Oracle EPM Cloud and SAP) to provide performance reporting and insight on a variety of key financial metrics including orders, sales, backlog and other key financial metrics. The Senior Analyst also works to automate processes and support simplification and standardization efforts.

Scope of duties may include:

• Develop commentary and additional analysis for the quarterly performance review presentations.
• Develop financial plans utilizing business partner input and leveraging standard tools and processes to enable clear explanations for financial performance in a particular region, function or business, especially in sales and orders by Rockwell Automation Industry types.
• Maintain and enhance standard orders, sales and backlog reporting including regional and business unit performance, daily trends, and key variances to plan, forecast and prior period.
• Preparation of monthly, quarterly, and annual reporting & causals for all key financial metrics for the group
• Present and explain financial performance and key variances and changes vs. forecast, plan and prior year
• Developing the key drivers of the supported organization's Annual Operating Plan (AOP) by working with other financial teams and business partners
• Ensure the predictability of results by driving standard and effective quarterly forecasts for supported areas as well as future outlooks as required by Corporate Finance.
• Assist in the transfer of workload between FP&A organizations within Rockwell to ensure continuity of business support and enabling use of standard tools and processes.
• Developing and advocating for automation, simplification, and standardization in reporting.
• Create ad hoc analyses and respond to business inquiries to understand material drivers of financial performance.
• Closely align with the other teams in the Global Analytics and Insights organization to drive improved and standardized global processes.
• Assist with team training efforts and help develop co-workers' FP&A skillsets and systems knowledge

We're looking for someone with:

• Strong analytical skills, and an ability to understand the business drivers behind financial results.
• Customer-focused, with a strong interest in understanding the strategy and priorities of the business functions that they support.
• Solid understanding of key accounting and financial reporting concepts.
• Strong bias to get the job done, strategic outlook with the ability to operate as a "change agent" and to drive standardization. Willingness to challenge the status quo to enhance productivity, processes and procedures.
• Effective interpersonal and communication skills capable of interacting with peers and senior leadership.
• Self-starter with the ability to work independently and prioritize multiple tasks under tight deadlines.
• An impeccable sense of integrity and business ethics

Basic Qualifications:

• Bachelor's degree in Finance, Accounting or related
• Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

Preferred Qualifications:

• Typically requires a minimum of 5 years experience
• Ideal candidate will have 3+ years of FP&A experience, as an asset in orders & sales area
• CPA/MBA desired but not required
• Must have a working knowledge of MS Office, especially excellent Excel and PowerPoint skills
• Working knowledge of SAP, Oracle Cloud
• Basic PBI knowledge would be an asset
• Process improvement focus and proactive mindset with an eagerness to learn the business
• Adept at leveraging financial systems and desktop apps to "drill down" to find answers
• Demonstrated ability to interpret financial results and develop key takeaways and insights
• Strong verbal and written communication skills
• Ability to work effectively across time zones, businesses, and functions to resolve issues
• Ability to manage multiple assignments and projects with varying deadlines, result driven.
• Proven business partner - results oriented, resourceful, service driven professional
• Experience with HFM, HP and SAP required
• Strong verbal and written communication skills with the ability to communicate effectively with all levels of the organization
• Ability to interpret large amounts of data and communicate effectively to clearly present financial concepts to key stakeholders
• Ability to manage competing demands, accept criticism and constructive feedback, while being extremely adaptable and flexible
• Strong business acumen
• Ability to collaborate effectively within a matrix organization and influence others who do not report directly to them
• Ability to navigate through ambiguity and proactively drive issue resolution
• Successfully develop FP&A knowledge and skills working with other individuals within the organization
• Intellectual curiosity of global orders & sales by Industry framework and the ability to question partners across functional areas
• Ability to embrace change and be flexible to changing business needs and scrutinize, challenge, and propose change to existing process and procedures
• Seeks and incorporates relevant perspectives when assessing a situation, making a decision or presenting
• Ability to flex work schedule to accommodate business needs and working across multiple time zones
• Ability to manage multiple tasks and priorities in a time-sensitive and sometimes unstructured environment
• Work independently with minimal supervision.

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