Senior Financial Analyst

Vertiv•Delaware, OH

About The Position

The Senior Financial Analyst serves as a finance partner within Vertiv’s Global Power Management Business Unit, owning planning, reporting, and analytical activities for the Switchgear and Busbar product lines. The role is responsible for financial modeling, forecasting, variance analysis, monthly and quarterly performance reviews, and clear communication of findings and recommendations. It works independently with Product Management, Offering, Engineering, Cost Management, and regional Finance teams, providing timely, high-quality analysis and US business-hours coverage while improving reporting quality and financial visibility. The analyst owns the monthly forecast, annual operating plan, and three-year financial plan for the product lines; contributes to broader Power Business Unit forecast consolidation; supports investment and product decisions; coordinates global reporting; and identifies ways to improve processes, data quality, and reporting efficiency. The role also prepares financial materials for NPDI gate reviews, builds investment-return models, and tracks investment performance against approved business cases.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
4–6 years of experience in FP&A, business finance, commercial finance, or a related analytical role.
Advanced proficiency in Excel, including financial modeling, scenario analysis, and data manipulation.
Strong presentation skills in PowerPoint.
Strong written and spoken English.
Ability to independently engage and influence stakeholders across functions, regions, and time zones.
Strong financial modeling, forecasting, variance analysis, and management reporting skills, including experience with cash flow, NPV, IRR, payback, and business-case calculations.
Ability to develop and deliver financial insights, recommendations, and actionable analysis to cross-functional stakeholders and influence business decisions.
Ability to lead discussions, present findings to senior stakeholders, and produce clear, concise commentary and presentation materials.
Ability to manage multiple priorities independently, drive accountability for deliverables, and proactively escalate issues with recommended solutions.

Nice To Haves

Experience in a global manufacturing, technology, data center infrastructure, or engineered-product environment.
Direct experience partnering with Product Management, Engineering, R&D, or product-line functions on financial analysis and decision support.
Working knowledge of product costing, contribution margin, CAPEX, fixed cost management, headcount planning, and investment business cases.
Proficiency with ERP, planning, business intelligence, or data analysis tools such as Oracle, SAP, Hyperion, Planful, Power BI, or SQL.
Experience preparing and presenting monthly or quarterly business review materials to senior leadership.
MBA, CFA, CPA, or CMA.

Responsibilities

Own the financial reporting and analysis cadence for the Switchgear and Busbar product lines, partnering with Product Management, Offering, Engineering, Cost Management, and regional Finance teams.
Lead monthly performance reviews covering orders, sales, variable contribution margin, backlog, product mix, fixed costs, and key operating drivers; proactively identify trends and inflection points.
Develop financial summaries explaining variances, risks, and opportunities, and present findings and recommendations to the Finance Business Partner and Product Line leadership.
Prepare commentary and materials for monthly and quarterly business reviews, coordinating with the Senior FP&A Manager to ensure alignment and accuracy.
Own the monthly forecast, annual operating plan, and three-year financial plan for Switchgear and Busbar, including maintaining models, reconciling assumptions, and aligning stakeholders.
Contribute to broader Power BU forecast consolidation and lead scenario analysis for Switchgear and Busbar.
Track fixed costs, headcount, operating expenses, and capital investment against forecasts; investigate discrepancies, challenge unsupported assumptions, and recommend corrective actions.
Maintain visibility into forecast changes and funding requirements, and communicate gaps, risks, and mitigation options to the Senior FP&A Manager.
Prepare and present financial materials for NPDI gate reviews, including revenue, margin, development cost, headcount, capital, timing, and risk analysis.
Build and maintain investment-return models using cash flow, NPV, IRR, and payback calculations, and present findings and recommendations to the Senior FP&A Manager and cross-functional stakeholders.
Partner with Product, Engineering, and Cost Management teams on product cost analysis, pricing strategy, margin improvement, VAVE, and cost-out initiatives.
Track approved investments against their original business cases, identify variances, and recommend actions to keep projects on track.
Coordinate with regional Finance teams to reconcile data and align assumptions across AMER, EMEA, and Asia, supporting data quality and timeliness.
Lead global reporting standardization and process improvement, including maintaining templates, updating definitions, and driving EPH-related finance initiatives.
Provide same-day data pulls, analysis, and insights during US business hours; document meeting decisions and ensure effective handoffs with GC-based analysts.
Partner with the Senior FP&A Manager during US afternoons to translate morning stakeholder discussions into same-day analysis and action items.
Improve reporting efficiency and data quality through financial systems, analytical tools, and automation of manual processes.