Senior Financial Analyst - Corporate Finance

Rockwell Automation•Milwaukee, WI

2d•Hybrid

About The Position

The Senior Financial Analyst, Corporate Finance, supports enterprise-wide financial planning, forecasting, reporting, and strategic analysis activities. You will partner with executive leadership, business finance teams, and functional leaders to provide relevant insights that inform financial performance and support strategic decision-making. You will consolidate financial results, develop long-range plans, evaluate risks and opportunities, and enhance financial processes and reporting capabilities. You will report to our Senior Manager, Corporate FP&A and work a hybrid schedule at our HQ in Milwaukee, WI.

Requirements

Bachelor's degree
Legal authorization to work in the U.S. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

Nice To Haves

Bachelor's degree in Finance, Accounting, or a related field.
CPA, CMA, or other relevant finance certification.
5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Accounting, or related financial roles.
Experience supporting corporate planning, forecasting, and executive reporting processes.
Knowledge of financial statements, forecasting methodologies, variance analysis, and financial modeling.
Advanced Microsoft Excel.
Experience with ERP and financial reporting systems such as SAP, Oracle, Hyperion, HFM, EPM, OneStream, or equivalent platforms.
Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms
Experience supporting public company financial planning and reporting processes.
Knowledge of cash flow forecasting, working capital management, and capital allocation analysis.
Experience leading projects and process improvement projects.
Familiarity with financial consolidation and enterprise performance management systems.

Responsibilities

Support the annual operating plan (AOP), quarterly forecast, and long-range planning processes for assigned corporate functions and consolidated financial reporting.
Consolidate, analyze, and report enterprise financial results, providing meaningful insights into performance drivers and latest trends.
Prepare variance analysis comparing actual results to AOP, forecast, prior year, and plan.
Develop executive-level financial presentations and supporting exhibits for senior leadership reviews, board materials, and operating reviews.
Partner with business unit finance teams to ensure forecast alignment, consistency of assumptions, and adherence to corporate planning requirements.
Identify financial risks, opportunities, and business impacts to finance and executive leadership.
Support scenario modeling and sensitivity analysis to evaluate strategic decisions and external market factors.
Analyze company-wide revenue, margin, operating expense, free cash flow, working capital, and capital expenditure performance.
Monitor important financial and operational metrics, providing recommendations to improve our performance and resource allocation.
Support financial reporting requirements for executive leadership and corporate partners.
Perform trend analysis and evaluate goals affecting financial performance across regions, segments, and departments.
Help develop and maintain management reporting dashboards and performance scorecards.
Conduct financial modeling, business case evaluations, and investment analysis to support strategic programs.
Evaluate the financial impact of organizational, operational, and market-related changes.
Support mergers, acquisitions, restructuring activities, and other strategic projects.
Perform economic and financial analysis related to return on investment, working capital efficiency, capital allocation, productivity projects, and cost optimization opportunities.
Recommend actions that improve financial performance, reporting accuracy, and forecasting effectiveness.
Improve processes, systems, and reporting tools within Corporate FP&A.
Improve forecast accuracy through enhanced analytics, business partnership, and performance monitoring.
Support financial governance, policy compliance, and internal controls related to planning and reporting processes.
Partner with finance systems teams to enhance reporting dashboards, automation, and data quality.
Promote standardization and best practices across financial planning and reporting activities.