Financial Analyst Team Leader

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!

Job Description

Team Leader – Global Analytics & Insights GSM

Location: Monterrey, Mexico or Sao Paulo, Brazil

Ref no.: GAI GSM

Position Summary

We truly believe we are doing things never before possible. And we need the brightest minds to help make that happen, the forward thinkers and the problem solvers. We need a diverse workforce to do our best work. That’s where you come in.

Rockwell Automation is the largest company in the world dedicated to industrial automation and information. Here, we connect the imaginations of people with the potential of technology to make the world more intelligent, more connected, and more productive. 

The Team Leader position will be responsible for the GSM (Global Sales and Marketing) within the Global Analytics & Insights finance organization and will report to GA&I GSM Manager. The position will combine an operational/analytical role with management/oversight over a team of about 2 direct reports, located in US and Mexico.

The mission of the Global Analytics & Insights organization is to provide business and functional partners with information to manage performance and support decision making, while driving operational excellence in the process.

Within their operational scope, the person will be responsible for supporting various reporting, consolidations for planning, forecasting processes and analyses. In addition, the Team Leader role will oversee adherence to internal controls and will support ad hoc analyses as needed. The role utilizes the Oracles’ Enterprise Performance Management (EPM) Application and SAP to provide performance reporting and insight on a variety of key financial metrics, including mainly orders & sales performance.

As a Team Leader, the person will be responsible for high-level oversight over their direct reports, as well as developing their skills and experience. The role will involve managing task transition and workload. The person is also expected to promote and support efforts of centralization, standardization, simplification, and optimization of business processes. 

Scope of duties may include:

• Act as a leader of the Global Analytics & Insights GSM team (2 FTEs), including recruiting, developing, and retaining a highly skilled and engaged team capable of delivering excellent financial analysis and controls
• Manage Team’s scope, workload, ad hoc requests and assist in problem solving
• Own reporting and consolidations of forecasting / planning process for the GSM NA and LATAM mainly in orders & sales.
• Provide relevant and accurate financial analysis on a timely basis to key stakeholders to support decisions 
• Ensure all processes adhere to internal control policies and procedures
• Drive and support continuous process improvement and standardization to increase efficiency 
• Identify and resolve recurring performance problems and improvement opportunities
• Provides Business Partnering across different organizational levels
• Ensure back up process between America’s and APR/EMEA GA&I GSM teams

Qualifications

• Bachelor’s degree in finance or accounting
• 5+ years of FP&A experience including FP&A/Controlling or GL area
• Understanding of the core FP&A processes (forecasting, reporting, ad hoc analysis) ideally in Topline & Spend.
• Must have a working knowledge of MS Office, especially very good Excel skills, Power Point and basic PBI knowledge
• Experience with Oracle EPM and SAP preferred
• Excellent communication skills, fluency in English both written and spoken,
• Ability to handle tight deadlines juggle conflicting priorities and work well under time pressure in a very dynamic environment.
• Process improvement focus and proactive mindset with an eagerness to learn the business
• Adept at leveraging financial systems and desktop apps to “drill down” to find answers
• Demonstrated ability to interpret financial results and develop key takeaways and insights
• Ability to work effectively across time zones, businesses, and functions to resolve issues
• Ability to manage multiple assignments and projects with varying deadlines
• Strong bias to get the job done, strategic outlook with the ability to operate as a “change agent” and to drive standardization and process improvements. Willingness to challenge the status quo to enhance productivity, processes and procedures
• Proven business partner – results oriented, resourceful, service driven professional
• Work independently with minimal supervision. 

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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.