Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.
The Senior Financial Analyst is responsible for delivering financial analysis, business support, and performance insights that help drive results across Xylem’s Applied Water business. This role provides critical support for orders and sales reviews, backlog management, margin analysis, new initiatives, and process improvement efforts.
The position partners closely with the Senior Finance Manager, as well as Sales and Operations leadership, to deliver data-driven analysis, actionable recommendations, and financial solutions that support business performance. The ideal candidate brings strong analytical capabilities, sound financial judgment, and the ability to work effectively across cross-functional teams in a fast-paced environment.
Location: Charlotte, NC
Work Arrangement: Hybrid (3 days/week in office)
Senior Financial Analyst Key Responsibilities:
Provide financial support and analysis for orders, sales, backlog, margin performance, and key commercial finance initiatives across the Applied Water business.
Prepare weekly Risks and Opportunities (R&O) reporting for Applied Water manufacturing sites, including updated trends on orders, sales, margin, and other commercial finance metrics.
Upload flash results into OneStream and ensure timely, accurate reporting.
Prepare and distribute monthly reporting on orders and sales by site, market, and product line.
Lead the preparation and continuous improvement of the monthly Commercial MBR presentation process.
Support budget and forecasting activities by providing meaningful commentary on year-over-year and cycle-over-cycle changes.
Partner with the SIOP team and Product Line Managers (PLMs) to reconcile order outlooks with demand planning assumptions.
Lead monthly low-margin reviews with Sales and PLM teams to identify discrepancies, address performance issues, and anticipate future pricing adjustments.
Develop, maintain, and enhance interactive dashboards to monitor trends in orders, sales, margins, and backlog.
Track price realization monthly for budget and forecast cycles, partnering with the Pricing team to understand key initiatives, assumptions, and business impacts.
Support month-end close activities for applicable Applied Water sites, including commercial finance analysis related to price/mix, rebates, and promotional activities.
Own the daily sales and order reporting files for total Applied Water.
Implement and improve standard processes and procedures to ensure financial accuracy, data integrity, and completeness.
Provide ad hoc reporting and analysis in support of Applied Water sites, as needed.
Senior Financial Analyst Qualifications:
Bachelor’s degree in Accounting or Finance required.
Minimum of 3 years of related financial work experience required.
Minimum of 2 years of accounting experience required.
Demonstrated experience in financial modeling, forecasting, and planning.
Strong analytical, critical thinking, prioritization, and time management skills.
Proven ability to manage multiple projects and competing priorities simultaneously.
Strong leadership capability and problem-solving skills.
Excellent communication skills, attention to detail, and the ability to communicate financial concepts clearly to non-finance stakeholders.
Ability to work effectively both independently and in cross-functional team environments.
Advanced proficiency in Microsoft Office applications required; experience with databases, Oracle, and OneStream preferred.
Power BI or Tableau experience preferred.
Ability to travel up to 10%.
Candidates must be legally authorized to work in the United States without current or future employer sponsorship. Xylem does not provide visa sponsorship for this position.
#LI-RR1
#LI-Hybrid
Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world.
At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.
Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation
Skills Required
- Bachelor's degree in Accounting or Finance
- Minimum of 3 years of related financial work experience
- Minimum of 2 years of accounting experience
- Experience in financial modeling, forecasting, and planning
- Strong analytical, critical thinking, prioritization, and time management skills
- Ability to manage multiple projects and competing priorities simultaneously
- Strong leadership and problem-solving skills
- Excellent communication skills and ability to explain financial concepts clearly to non-finance stakeholders
- Ability to work independently and in cross-functional teams
- Advanced proficiency in Microsoft Office applications
- Experience with databases, Oracle, and OneStream
- Power BI or Tableau experience
- Ability to travel up to 10%
- Legal authorization to work in the United States without current or future employer sponsorship
What We Do
Xylem |ˈzīləm| 1) The tissue in plants that brings water upward from the roots; 2) a leading global water technology company. Xylem, a leading global water technology company dedicated to solving the world’s most challenging water issues, is the leading global provider of efficient, innovative and sustainable water technologies improving the way water is used, managed, conserved and re-used. Our international team is unified in a common purpose: creating advanced technology and other trusted solutions to solve the world’s water challenges. We are committed to creating an organization of inclusion and diversity, where everyone feels involved, respected, valued and connected, and where everyone is free to bring their authentic selves and ideas. If you are excited and passionate about helping us #letssolvewater, we want to hear from you!
