Senior Financial Analyst II

Rockwell Automation•Milwaukee, WI

4d•Hybrid

About The Position

The mission of the Global Analytics and Insights organization is to provide our partners with information to manage performance and support decision-making, while improving our reporting and analytics processes. As the Senior Financial Analyst II, you will support multiple planning, forecasting, reporting processes and analysis to support Rockwell's businesses and regions. You will lead the reporting and analytics for the Software & Control segment. You will use global consolidation financial systems, including EPM, SAP, and Power BI. These systems provide performance reporting and insight on a variety of important financial metrics, including orders, sales, backlog, commercial expenses, capital project spending, and other financial metrics. You will engage with other finance teams and partners to develop financial plans and forecasts and analyze actual performance against those goals. You will also automate processes and support simplification and standardization efforts.

Requirements

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

Nice To Haves

8 years of FP&A/ controlling experience
Proven business partner and service-driven professional
Proficient with Oracle EPM, SAP and Power BI
Experience using financial systems and desktop apps to "drill down" to find answers
Develop FP&A knowledge and skills working with other individuals within the organization
And to changing business needs and scrutinize, challenge, and propose change to existing process and procedures
Flex work schedule to accommodate business needs and working across multiple time zones

Responsibilities

Manage the Annual Recurring Revenue Dashboard and reporting along with the revenue recognition of complex contracts.
Maintain standard P&L reporting including regional and business unit performance, daily trends, and variances to plan, forecast and prior period
Prepare monthly, quarterly, and annual reporting and causals for all important financial metrics for the group
Present and explain financial performance and variances, including changes vs. forecast, plan and prior year for the full P&L - Be able to explain the "why" behind the "what"
Develop financial plans using business partner input and using standard tools and processes to ensure clear explanations for financial performance in a region, function, or business.
Develop the reasons for supported organization's Annual Operating Plan (AOP) and forecasts by working with other financial teams and 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 leading standard quarterly forecasts for supported areas and future outlooks by Corporate Finance
Help with the transfer of workload between FP&A organizations within Rockwell to ensure continuity of business support and ensuring use of standard tools and processes.
Develop and advocate for automation, simplification, and standardization in reporting
Create ad hoc analyses and respond to business inquiries to understand material drivers of financial performance
Align with the other teams in the Global Analytics and Insights organization to develop improved and standardized global processes.
Help with team training efforts and help develop co-workers' FP&A skillsets and systems knowledge