Trade Financial Planning & Performance Analyst

Rockwell Automation•Milwaukee, WI

6d•Hybrid

About The Position

Rockwell Automation is seeking a Trade Financial Planning & Performance Analyst to lead financial planning, forecasting, and performance management for Americas trade and duty spend. In this role, you will partner with Trade Compliance, Tax, Sourcing, Operations, and Finance to deliver data-driven insights that improve cost visibility, support strategic decision-making, and help manage financial exposure related to global trade regulations and tariff changes. You will play a key role in advancing analytics and reporting capabilities, standardizing financial processes, and driving continuous improvement across trade finance activities in the Americas. You will have a hybrid schedule working in Milwaukee, WI, Mayfield Heights, OH, or Whitestown, IN and will report to the Supervisor, Global Logistics Performance & Freight Claims.

Requirements

Bachelor's Degree in Relevant Field.
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

Typically requires a minimum of 5 years of related experience.
Bachelor's degree in Finance, Accounting, Supply Chain, Economics, or a related field.
5+ years in FP&A, trade finance, trade compliance, global logistics finance, import/export, or customs.
Background supporting trade and customs activities within a large multinational organization.
Knowledge of international trade, business analytics, and duty/tariff modeling.
Proven capability in financial planning, forecasting, financial modeling, and variance analysis.
Exposure to global, cross-functional business environments.
Advanced proficiency in Excel and data analytics tools such as Power BI, Python, SQL, SAP, Access, or Copilot.
Working knowledge of Access databases.
Demonstrated success presenting complex financial analyses and recommendations to senior leadership.
Track record of implementing process improvements, automation, or analytics-driven efficiencies.

Responsibilities

Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
Standardize financial processes, reporting, and best practices across the Americas region.
Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
Provide guidance on trade compliance analytics, financial controls, and best practices.
Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
Present financial impacts and recommendations to leadership and other key stakeholders.
Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.