Senior Analyst, Financial Planning and Analysis

Vertiv Group • Westerville, OH

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About The Position

The Senior Financial Analyst will play a critical role within the Global ER&D Business Finance organization in a Corporate Finance environment , supporting all aspects of ER&D Fixed Cost financial management . This role is 95% operational and 5% strategic , with a strong emphasis on forecast accuracy, monthly actuals review, variance analysis, and effective business partnering with global engineering leaders and accounting. The ideal candidate brings strong analytical rigor, a statistical mindset , and a willingness to learn, along with a continuous improvement approach to enhance data quality, streamline processes, and elevate financial insights across ER&D.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, Statistics, Big Data or a related field.
• Minimum of 5+ years of experience in financial analysis, FP&A, or operational finance, preferably in a Corporate finance environment .
• Strong analytical and problem-solving skills with a quantitative/statistical mindset .
• Advanced proficiency in Excel and experience working within enterprise financial systems.
• Ability to synthesize complex data into clear insights for non-finance partners and senior leaders.
• Strong attention to detail, ownership mindset, and ability to manage multiple priorities under deadlines.
• Effective written and verbal communication skills.

Nice To Haves

• Master's degree
• Experience with EPM , Oracle EBS , PowerQuery , and/or Alteryx .
• Prior experience supporting ER&D or engineering organizations .
• Experience preparing and presenting executive-level financial materials in a Corporate setting.
• Demonstrated success driving continuous improvement , automation, or process enhancements.
• Comfort operating in a global, matrixed organization with multiple stakeholders.

Responsibilities

• Own monthly and quarterly Fixed Cost forecast cycles , ensuring accuracy, alignment to targets, and timely communication to leadership.
• Review monthly actuals vs. forecast vs. target , providing clear, concise, and actionable variance analysis .
• Partner closely with ER&D Directors, Managers, and Project Teams to explain financial results, identify risks and opportunities, and recommend corrective actions.
• Prepare and support executive-level financial presentations for Corporate and ER&D leadership, including monthly staff reviews and QBR materials.
• Monitor Fixed Cost spend, validate cost drivers, and ensure expenses are accurately reflected in the general ledger .
• Request, review, and validate journal entries to correct or adjust the general ledger as needed.
• Perform detailed analytical reviews to identify cost optimization opportunities and operational efficiencies across ER&D.
• Support and continuously improve core finance processes, forecasting models, and reporting packages through automation and standardization.
• Collaborate with Corporate Finance, Accounting, and ER&D stakeholders to promote consistency, transparency, and strong financial controls.
• Apply a statistical and data-driven approach to trend analysis, forecasting accuracy, and recurring variance drivers.
• Demonstrate curiosity and a willingness to learn , proactively expanding technical skills, system knowledge, and business understanding.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level