Senior Financial Analyst II

Rockwell Automation•Milwaukee, WI

5d•Hybrid

About The Position

This Senior Financial Analyst II role is within the Global Analytics and Insights (GA&I) organization and supports the Global Sales and Marketing (GSM) function. The position is part of a global finance team responsible for delivering financial analysis and insights on Rockwell Automation-wide orders and sales performance. The analyst will partner with stakeholders across all regions, providing important reporting at both operational and executive levels. As the finance organization undergoes digital transformation, the role will utilize modern technologies such as AI, Power BI, and Oracle EPM. The position reports directly to the Finance Manager, Global Sales and Marketing – Global Analytics and Insights.

Requirements

Bachelor's degree
Legal authorization to work in the U.S.
Minimum of 7 years of FP&A / finance experience
Advanced proficiency in Microsoft Excel
Experience managing large datasets
Experience with financial systems (e.g., EPM, Power BI)
Willingness to use AI and latest technologies

Nice To Haves

Bachelor's degree in Finance, Accounting, or related field

Responsibilities

Prepare monthly, quarterly, and annual reporting, including forecasting and causal analysis for global orders and sales performance
Develop and maintain Rockwell-wide industry reporting
Maintain and enhance executive dashboards for senior leadership
Go beyond standard reporting by interpreting data to produce meaningful insights
Ensure accuracy of high-visibility outputs to senior leadership, including understanding of underlying data, performing rigorous sanity checks, and validating accuracy
Conduct ad hoc analyses to uncover insights and support decisions
Load and validate North America region orders data in Oracle EPM
Lead projects focused on automation, standardization, and simplification of GA&I/FP&A processes
Collaborate with GA&I and FP&A teams to develop consistent reporting processes