Senior Financial Analyst

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Date:
Feb 24, 2026

Location(s):
Ashland City, TN, US, 37015

Business Unit: NAWH

Hybrid, Onsite or Remote:
Hybrid

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications.

A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Primary focus for this role is Wholesale & Export FP&A (~70-80%) with the remaining time split across NPD financial support, industry data management, ad‑hoc reporting and KPI support. FP&A duties include budgeting, reporting and end‑to‑end analysis of the Wholesale (Residential & Commercial) channels and the Export segment.

SCOPE OF RESPONSIBILITY
:

• Forecast and analyze P&Ls representing approximately $1.2B in annual revenue across Wholesale and Export businesses
• Collaborate with NAWH‑FP&A team to meet forecasting and other project deadlines summarized below
• Engage with Wholesale and Export leadership teams to fully understand current business conditions including profitability position and customer programs
• Own and maintain selected BPC/One Stream statistical drivers and assumptions used in forecasting and long‑range planning
• Provide, on an as needed, exception‑based basis, reporting and forecasting support for 10 manufacturing locations and numerous distribution centers

SPECIFIC DUTIES/ACCOUNTABILITIES (List in order of importance)

• Budget, report, and analyze Wholesale Residential, Wholesale Commercial and Export SBU financial projections and results
• Prepare and present executive‑level financial summaries, variance bridges (price/volume/mix/cost) and business insights to senior leadership for the Wholesale & Export SBUs.
• Assist in operational excellence initiatives such as forecast accuracy improvement, margin analysis standardization and finance process optimization (SAP/BPC/One Stream/Tableau).
• Support the
  
  A. O. Smith New Product Development (NPD) process by providing financial analyses (P & L impact, balance sheet impact, cash flow, PAR index, payback, other as needed) for specific projects including post‑launch performance tracking
• Support NAWH statistical data loads including but not limited to Industry shipment data
• Provide or assist in providing various specific analyses of our Wholesale customers including program (VIP/POP/etc.) evaluation, profitability/upsell strategy and Commercial National Accounts
• Occasionally support plants with individual budgeting and rhythmic reporting (plan templates, plan pre‑views, KPIs, etc.) while providing high level review comments and analysis for productive inventory
• Other activities as needed or as directed

• Bachelor’s Degree in Business, Accounting, Finance, or related discipline
• 5‑8+ years of progressive financial analysis experience with advanced analytical skills and exposure to accounting systems
• Demonstrated ability to influence business partners without direct authority

ADDITIONAL QUALIFICATIONS
:

• Proficient in collecting, organizing, analyzing, modeling and summarizing significant amounts of information quickly, accurately and timely
• Strong attention to detail, documentation and high organization skills
• Strong verbal and written communication skills to communicate with all levels of the organization including senior leadership
• Ability to work with and maintain the integrity of confidential information
• Ability to work independently and as a team to meet strict deadlines while balancing priorities
• Good interpersonal and influencing skills
• Working knowledge of financial and accounting systems – SAP BI/BPC/One Stream experience a plus
• Excellent knowledge of Microsoft Office, especially Excel, PowerPoint. Tableau experience a plus
• Master’s degree and/or CPA/CMA preferred
• Experience in a…