Senior Financial Analyst II

Milwaukee, Wisconsin, United States

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers—amazing companies that help feed the world, provide life‑saving medicine on a global scale, and focus on clean water and green mobility—our people are energized problem solvers that take pride in how the work we do changes the world for the better.

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!

The mission of the Global Analytics and Insights organization is to provide our partners with information to manage performance and support decision‑making, while improving our reporting and analytics processes.

As the Senior Financial Analyst II, you will support multiple planning, forecasting, reporting processes and analysis to support Rockwell's businesses and regions. You will lead the reporting and analytics for the Software & Control segment. You will use global consolidation financial systems, including EPM, SAP, and Power BI. These systems provide performance reporting and insight on a variety of important financial metrics, including orders, sales, backlog, commercial expenses, capital project spending, and other financial metrics.

You will engage with other finance teams and partners to develop financial plans and forecasts and analyze actual performance against those goals. You will also automate processes and support simplification and standardization efforts.

• Manage the Annual Recurring Revenue Dashboard and reporting along with the revenue recognition of complex contracts.
• Maintain standard P&L reporting including regional and business unit performance, daily trends, and variances to plan, forecast and prior period.
• Prepare monthly, quarterly, and annual reporting and causals for all important financial metrics for the group.
• Present and explain financial performance and variances, including changes vs. forecast, plan and prior year for the full P&L—be able to explain the "why" behind the "what".
• Develop financial plans using business partner input and using standard tools and processes to ensure clear explanations for financial performance in a region, function, or business.
• Develop the reasons for supported organization's Annual Operating Plan (AOP) and forecasts by working with other financial teams and partners.
• Business partner with Software & Control segment (SWC).
• Facilitate the Quarterly Performance Review (QPR) preparation and other presentations for senior leadership.
• Oversee and review reports provided by teammates to ensure accuracy.
• Ensure the predictability of results by leading standard quarterly forecasts for supported areas and future outlooks by Corporate Finance.
• Help with the transfer of workload between FP&A organizations within Rockwell to ensure continuity of business support and ensuring use of standard tools and processes.
• Develop and advocate for automation, simplification, and standardization in reporting.
• Create ad hoc analyses and respond to business inquiries to understand material drivers of financial performance.
• Align with the other teams in the Global Analytics and Insights organization to develop improved and standardized global processes.
• Help with team training efforts and help develop co‑workers' FP&A skillsets and systems knowledge.

• Bachelor’s degree.
• Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

• 8 years of FP&A/ controlling experience.
• Proven business partner and service‑driven professional.
• Proficient with Oracle EPM, SAP and Power BI.
• Experience using financial systems and desktop apps to "drill down" to find answers.
• Develop FP&A knowledge and skills working with other individuals within the organization.
• Ability to adjust to changing business needs and to…