Sr. Financial Planning & Analysis

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Location(s):
Milwaukee, WI, US,

Business Unit: CORPORATE

Workplace Setting:
Hybrid

Company / Location Information

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 Function

The Senior Financial Analyst, Corporate FP&A provides analytical support to the Senior Manager, Corporate FP&A and the Director, Business Finance & Enterprise Performance. This role supports financial planning, forecasting, management reporting, corporate function finance, enterprise performance reporting, capital and IT investment analysis, working capital analytics, and productivity tracking. The position helps develop accurate analysis, dashboards, and executive-ready materials that support business decisions and improve financial visibility across the organization.

Responsibilities

Financial Planning, Forecasting, and Performance Analysis

• Support annual planning, quarterly forecasting, monthly outlooks, and long-range planning processes.
• Prepare and consolidate financial schedules, templates, analyses, and reporting packages for business units and corporate functions.
• Analyze performance versus plan, forecast, and prior year, identifying key drivers, risks, and opportunities.
• Develop financial models and scenario analyses to support forecasting, resource allocation, and investment decisions.

Reporting, Dashboards, and Business Insights

• Develop and maintain management reporting packages, dashboards, scorecards, and financial summaries.
• Translate financial and operational data into clear insights for senior leadership.
• Support Board, earnings, investor relations, and other executive materials as needed.

Corporate Function Finance and Decision Support

• Support finance activities for corporate functions, including budget development, forecasting, headcount planning, spend analysis, and decision support.
• Prepare analyses for business cases, resource allocation reviews, and corporate function initiatives.
• Identify trends, variances, and opportunities to improve financial discipline and accountability.

FP&A Process Improvement and Transformation

• Support improvements to FP&A and business finance processes, templates, models, dashboards, and reporting tools.
• Assist with automation, standardization, and documentation of recurring reporting and planning activities.
• Support enterprise productivity tracking, including savings validation, benefits realization, and reporting.

Enterprise Performance, Capital Governance, and Working Capital Analytics

• Support enterprise performance reporting, including KPI tracking, monthly operating reviews, executive dashboards, and business performance analysis.
• Assist with capital and IT investment analysis, including business case support, prioritization, and post-investment tracking.
• Develop working capital analytics related to inventory, receivables, payables, cash flow, and forecasts.
• Use SAP, One Stream, Excel, PowerPoint, and other tools to improve reporting accuracy, visibility, and efficiency.

Qualifications

• Bachelor's degree in finance, accounting, economics, business, or related field required.
• 4–7 years of experience in FP&A, corporate finance, business finance, accounting, or a related analytical role.
• Experience supporting planning,…