Senior Financial Analyst II

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

We truly believe we are doing things never before possible. And we need the brightest minds to help make that happen, the forward thinkers and the problem solvers. We need a diverse workforce to do our best work. That's where you come in. Rockwell Automation is the largest company in the world dedicated to industrial automation and information. Here, we connect the imaginations of people with the potential of technology to make the world more intelligent, more connected, and more productive.

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.

The Senior Financial Analyst II is responsible for supporting various planning, forecasting, causaling and reporting processes and analysis in support of Rockwell's businesses and regions. The Senior Financial Analyst II will own the reporting and analytics for the Software & Control segment. This role utilizes global consolidation financial systems (EPM, SAP and Power BI) to provide performance reporting and insight on a variety of key financial metrics including orders, sales, backlog, commercial expenses, capital project spending, and other key financial metrics. This role engages with other finance teams and business partners to develop financial plans and forecasts and analyze actual performance against those goals. The Sr Financial Analyst II also works to automate processes and support simplification and standardization efforts.

Scope of duties may include:

• 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.
• Maintain and enhance standard P&L 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, including changes vs. forecast, plan and prior year for the full P&L - Be able to explain the "why" behind the "what"
• Developing the key drivers of the supported organization's Annual Operating Plan (AOP) and forecasts by working with other financial teams and business partners
• Business Partnering with Software & Control segment (SWC)
• Facilitate the Quarterly Performance Review (QPR) preparation and other presentations for senior leadership
• Oversee and review reports provided by teammates to ensure accuracy
• 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
• Support internal control activities as required
• Support acquisition finance integration activities as required

Basic Qualifications

• Bachelor's degree
• 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 Qualification

• Typically requires 8 years of FP&A/ controlling experience
• Proven business partner - results oriented, resourceful, service driven professional
• Proficient with MS Office, especially Excel
• Experience with Oracle EPM and SAP preferred
• Practical knowledge of Power BI will be an asset
• Strong verbal and written communication skills with the ability to communicate effectively with all levels of the organization
• Strong analytical, quantitative, and critical thinking skills
• Ability to interpret large amounts of data, develop key takeaways and insights, 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
• Adept at leveraging financial systems and desktop apps to "drill down" to find answers
• Strong business acumen
• Ability to collaborate effectively within a matrix organization and influence others who do not report directly to them
• Strong project leadership and superior attention to detail
• Ability to navigate through ambiguity and proactively drive issue resolution
• Successfully develop FP&A knowledge and skills working with other individuals within the organization
• 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
• Process improvement focus and proactive mindset with an eagerness to learn the business
• Minimal travel - less than 10%
• Ability to flex work schedule to accommodate business needs and working across multiple time zones
• Ability to manage multiple tasks or priorities with varying deadlines in a time-sensitive environment
• Work independently with minimal supervision

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 +1 (844) 404-7247.