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
The Senior Financial Analyst, Corporate Finance, supports enterprise-wide financial planning, forecasting, reporting, and strategic analysis activities. You will partner with executive leadership, business finance teams, and functional leaders to provide relevant insights that inform financial performance and support strategic decision-making. You will consolidate financial results, develop long-range plans, evaluate risks and opportunities, and enhance financial processes and reporting capabilities.
You will report to our Senior Manager, Corporate FP&A and work a hybrid schedule at our HQ in Milwaukee, WI.
Your Responsibilities:
Corporate Financial Planning & Analysis
- Support the annual operating plan (AOP), quarterly forecast, and long-range planning processes for assigned corporate functions and consolidated financial reporting.
- Consolidate, analyze, and report enterprise financial results, providing meaningful insights into performance drivers and latest trends.
- Prepare variance analysis comparing actual results to AOP, forecast, prior year, and plan.
- Develop executive-level financial presentations and supporting exhibits for senior leadership reviews, board materials, and operating reviews.
- Partner with business unit finance teams to ensure forecast alignment, consistency of assumptions, and adherence to corporate planning requirements.
- Identify financial risks, opportunities, and business impacts to finance and executive leadership.
- Support scenario modeling and sensitivity analysis to evaluate strategic decisions and external market factors.
Financial Reporting & Performance Analysis
- Analyze company-wide revenue, margin, operating expense, free cash flow, working capital, and capital expenditure performance.
- Monitor important financial and operational metrics, providing recommendations to improve our performance and resource allocation.
- Support financial reporting requirements for executive leadership and corporate partners.
- Perform trend analysis and evaluate goals affecting financial performance across regions, segments, and departments.
- Help develop and maintain management reporting dashboards and performance scorecards.
Strategic Finance & Decision Support
- Conduct financial modeling, business case evaluations, and investment analysis to support strategic programs.
- Evaluate the financial impact of organizational, operational, and market-related changes.
- Support mergers, acquisitions, restructuring activities, and other strategic projects.
- Perform economic and financial analysis related to return on investment, working capital efficiency, capital allocation, productivity projects, and cost optimization opportunities.
- Recommend actions that improve financial performance, reporting accuracy, and forecasting effectiveness.
Process Improvement & Governance
- Improve processes, systems, and reporting tools within Corporate FP&A
- Improve forecast accuracy through enhanced analytics, business partnership, and performance monitoring.
- Support financial governance, policy compliance, and internal controls related to planning and reporting processes.
- Partner with finance systems teams to enhance reporting dashboards, automation, and data quality.
- Promote standardization and best practices across financial planning and reporting activities.
- 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 a related field.
- CPA, CMA, or other relevant finance certification.
- 5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Accounting, or related financial roles.
- Experience supporting corporate planning, forecasting, and executive reporting processes.
- Knowledge of financial statements, forecasting methodologies, variance analysis, and financial modeling.
- Advanced Microsoft Excel.
- Experience with ERP and financial reporting systems such as SAP, Oracle, Hyperion, HFM, EPM, OneStream, or equivalent platforms.
- Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms
- Experience supporting public company financial planning and reporting processes.
- Knowledge of cash flow forecasting, working capital management, and capital allocation analysis.
- Experience leading projects and process improvement projects.
- Familiarity with financial consolidation and enterprise performance management systems.
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 www.raquickfind.com.
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-PH1
#LI-Hybrid
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 +1 (844) 404-7247.
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.
Skills Required
- Bachelor's degree
- Legal authorization to work in the United States
- Bachelor's degree in Finance, Accounting, or a related field
- CPA, CMA, or other relevant finance certification
- 5+ years of progressive experience in Financial Planning and Analysis, Corporate Finance, Accounting, or related financial roles
- Experience supporting corporate planning, forecasting, and executive reporting processes
- Knowledge of financial statements, forecasting methodologies, variance analysis, and financial modeling
- Advanced Microsoft Excel skills
- Experience with ERP and financial reporting systems such as SAP, Oracle, Hyperion, HFM, EPM, OneStream, or equivalent platforms
- Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms
- Experience supporting public company financial planning and reporting processes
- Knowledge of cash flow forecasting, working capital management, and capital allocation analysis
- Experience leading projects and process improvement projects
- Familiarity with financial consolidation and enterprise performance management systems
Rockwell Automation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rockwell Automation and has not been reviewed or approved by Rockwell Automation.
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Healthcare Strength — Healthcare coverage is described as comprehensive, spanning medical, dental, vision, mental‑health support, disability and life insurance, and wellness resources. Multiple plan choices and supportive programs contribute to the package feeling well‑rounded.
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Retirement Support — Retirement benefits include a 401(k)/Retirement Savings Plan with employer matching that is positioned as a meaningful part of total compensation. These offerings reinforce longer‑term financial security as a core strength.
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Parental & Family Support — Paid parental leave was expanded and a paid caregiver leave was added, indicating clear support for family needs. These policies are complemented by flexibility signals and dedicated paid volunteer time.
Rockwell Automation Insights
What We Do
At Rockwell Automation, we connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more intelligent, more connected and more productive.
