Senior Financial Analyst II

Reposted 4 Hours Ago
Milwaukee, WI, USA
In-Office
Senior level
Hardware • Software
The Role
The Senior Financial Analyst II provides financial analysis and insights, conducts reporting and forecasting, and collaborates on process improvements within the Global Sales and Marketing function.
Summary Generated by Built In

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

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 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-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 +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 U.S.
  • Minimum of 7 years of FP&A / finance experience
  • 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

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Milwaukee, WI
22,000 Employees
Year Founded: 1903

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.

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