Business Finance Specialist

Schneider Electric•Nashville, TN

6h•Hybrid

About The Position

Schneider Electric has a hybrid opportunity for a Business Finance Specialist to be based in following Schneider Electric Hub locations: Boston,MA; Dallas,TX; or Nashville, TN. Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America. In this role, you will support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico.

Requirements

Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field.
Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights.
Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy.
Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.
Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics)
Power BI for dashboarding and business performance analysis
AI and automation tools for financial analysis and process optimization (Microsoft Copilot)
Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint)

Responsibilities

Support North America Forecasting & Planning: Support the North America Rolling Forecast process by consolidating forecast results across businesses. Prepare executive summaries, presentations, and financial insights for leadership review. Consolidate business commentary and ensure consistency across forecasts and assumptions. Serve as a key finance partner to teams across the U.S., Canada, and Mexico throughout the forecasting cycle. Provide functional support for forecasting tools and identify opportunities to improve planning processes.
Lead Critical Financial Processes: Own and lead the annual North America Proforma process, ensuring alignment, accuracy, and timely execution. Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance. Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.
Deliver Executive Insights: Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews, and other senior leadership meetings. Consolidate insights from business finance partners and translate complex financial information into clear, actionable recommendations. Support ad hoc financial analyses and strategic projects requested by senior leadership.
Drive Finance Transformation: Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions. Implement AI-driven tools and approaches that enhance financial planning, reporting, and business analysis capabilities. Help establish best practices that improve efficiency, accuracy, and decision-making across the finance organization.