Business Finance Specialist

Schneider Electric has a hybrid opportunity for a Business Finance Specialist to be based in one of the following Schneider Electric Hub locations:
Boston,MA;
Dallas,TX; or Nashville, TN.

Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America.

In this role, you will support North America forecasting, financial planning, executive reporting and business performance analysis while driving process improvements, strategic projects and AI-enabled finance transformation to support executive decision-making across the U.S., Canada and Mexico.

In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America.

• Support the North America Rolling Forecast process by consolidating forecast results across businesses.
• Prepare executive summaries, presentations and financial insights for leadership review.
• Consolidate business commentary and ensure consistency across forecasts and assumptions.
• Serve as a key finance partner to teams across the U.S., Canada and Mexico throughout the forecasting cycle.
• Provide functional support for forecasting tools and identify opportunities to improve planning processes.

• Own and lead the annual North America Proforma process, ensuring alignment, accuracy and timely execution.
• Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance.
• Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.

• Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews and other senior leadership meetings.
• Consolidate insights from business finance partners and translate complex financial information into clear actionable recommendations.
• Support ad hoc financial analyses and strategic projects requested by senior leadership.

• Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions.
• Implement AI-driven tools and approaches that enhance financial planning, reporting and business analysis capabilities.
• Help establish best practices that improve efficiency, accuracy and decision-making across the finance organization.

We know skills and competencies show up in many waysand can be based on your life experience.

If you donot necessarily meet all the requirements that are listed below, we still encourage you to apply for the position.

• Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting or a related field.
• Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
• Experience consolidating financial data, identifying trends and inconsistencies and providing actionable insights.
• Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
• Ability to build relationships, influence across teams and navigate differing perspectives while maintaining data integrity and forecast accuracy.
• Continuous improvement mindset with an interest in automation, analytics and AI-enabled finance processes.

• Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics)
• Power BI for dashboarding and business performance analysis
• AI and automation tools for financial analysis and process optimization (Microsoft Copilot)
• Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint)

Bring your strategic finance expertise to a role that truly matters—apply today!

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