Lead Financial Analyst, Logistics

Rockwell Automation • Milwaukee, WI

6d • Hybrid

About The Position

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! The Lead Financial Analyst, Logistics provides comprehensive financial analysis, planning, and forecasting related to freight, duty, brokerage, warehouse and tariff spend. You will lead continuous improvement efforts, partnering with teams to deliver insightful updates. You will track and interpret important logistics performance metrics to support strategic decision-making and cost-optimization projects. You will help strengthen financial visibility across global logistics and ensuring cost management. You will lead month-end close activities, including preparation and management of freight and duty accruals. Ensuring accuracy and compliance with financial reporting standards.

Requirements

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

Nice To Haves

• BS or BA in Accounting or Finance
• 5+ years of experience in Finance or Accounting, within financial planning and analysis
• Working knowledge of SAP, Hyperion Financial Management and Power BI
• Minimal Travel Required
• Ability to understand the reasons for financial results
• Customer-focused, with an interest in understanding the strategy and priorities of the departments that they support
• Experience with accounting and financial reporting concepts
• Willingness to challenge the status quo to enhance productivity and processes
• Curious and proactive in exploring data, challenging assumptions, and seeking deeper insights to improve financial clarity

Responsibilities

• Lead month end activities related freight and duties, transfer price adjustments related to duties, and warehousing spend, providing clear insights and actionable recommendations to guide next steps
• Manage tracking of tariff costs including actuals, forecasting and risk
• Drive continuous forecast process improvements with identifying cost drivers and coordinating inputs and related templates
• Develop annual operating plan (AOP) which includes setting freight and duty rates in the annual cost roll process impacting business unit margins and logistics absorption
• Track key logistics metrics and partner with logistics team and leadership to drive improvements
• Provide financial approval and consultation for productivity project tracking and reporting to leadership
• Provided financial analysis for the Request for Proposal process of the Third Party Logistics Provider at the Indianapolis Distribution Center along with continued tracking and cost comparisons of Rockwell's Distribution centers including cost per line analysis and productivity calculations
• Finance support for Cass Freight Audit and Payment provider transition and Transportation Management System implementation

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees