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Senior Financial Analyst II
Job in
Milwaukee, Milwaukee County, Wisconsin, 53201, USA
Listed on 2026-05-31
Listing for:
Rockwell Automation, Inc.
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us!
Job Description
This Senior Financial Analyst II within the Global Analytics and Insights (GA&I) organization and supports the Global Sales and Marketing (GSM) function. You will be part of a global finance team responsible for delivering financial analysis and insights on Rockwell Automation-wide orders and sales performance. You will be a partner to stakeholders across all regions, providing important reporting at both operational and executive levels.
As our finance organization undergoes digital transformation, you will use modern technologies such as AI, Power BI, and Oracle EPM.
You will report directly to the Finance Manager, Global Sales and Marketing - Global Analytics and Insights.
Your 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, including understanding of underlying data, performing rigorous sanity checks, and validating accuracy, given the high visibility of outputs to senior leadership
* 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
The Essentials
- You Will Have:
* Bachelor's degree
* 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.
The Preferred - You Might Also Have:
* Bachelor's degree in Finance, Accounting, or related field
* Minimum of 7 years of FP&A / finance experience
* Legal authorization to work in the United States (no visa sponsorship provided)
* 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
What We Offer:
* Health Insurance including Medical, Dental and Vision
* 401k
* Paid Time off
* Parental and Caregiver Leave
* Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
* To learn more about our benefits package, please visit at
At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.
This position is part of a job family. Experience will be the determining factor for position level and compensation.
#LI-Hybrid
#LI-PH1
We are an Equal Opportunity Employer including disability and veterans.
If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at .
Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.
Position Requirements
10+ Years
work experience
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