Senior Financial Analyst

Reposted 4 Days Ago
Milwaukee, WI, USA
In-Office
Senior level
Hardware • Software
The Role
As a Senior Financial Analyst, you will support financial processes and decision-making for Global Marketing and Portfolio Engineering, managing month-end close activities and financial analyses.
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

The Senior Financial Analyst is an individual contributor role within the Global Sales & Marketing (GSM) Finance team. You will oversee multiple reporting processes and analyses. It provides finance business partnering support to Global Marketing and Global Portfolio Engineering. Additionally, it contributes to transversal GSM HQ finance activities, including month-end close, forecasting, and the Annual Operating Plan (AOP).

You will play an important part in driving financial insight, supporting investment decisions, strengthening financial governance, and allowing process simplification across the GSM organization.

You will provide an opportunity for an experienced finance professional to broaden exposure across GSM HQ activities and work with senior partners. You will support internal career development and progression within the Finance organization.

You will report to our Senior Manager, Finance - Global Sales & Marketing.

Your Responsibilities

  • Be a Finance Business Partner to Global Marketing and Global Portfolio Engineering teams, supporting strategic and operational decision‑making.
  • Lead the Global GSM CAPEX review process, including financial evaluation, tracking, and performance analysis.
  • Be a GSM Internal Controls contact, supporting internal control requirements, audits, and Risk & Control Assessments (RCA).
  • Support global GSM month‑end close activities, including accruals, variance analysis, and explanations of actuals versus forecast and AOP following US GAAP.
  • Contribute to forecasting cycles, rolling outlooks, and AOP processes for GSM HQ functions.
  • Prepare and deliver clear financial analysis for senior partners, highlighting risks, and opportunities.
  • Develop ad‑hoc analyses and respond to business inquiries related to performance, investments, and spending.
  • Guide automation, simplification, and standardization of financial reporting processes.
  • Collaborate across regions, functions, and time zones within a global, matrixed organization.

The Essentials - You Will Have:

  • Bachelor's degree
  • Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening

The Preferred - You Might Also Have:

  • 5+ years of experience in Finance, FP&A, or related roles.
  • Fluency in Excel
  • Experience with SAP, Oracle EPM, Power BI, or similar tools.
  • Experience using financial systems and desktop apps to "drill down" to find answers
  • FP&A skills working with other individuals
  • Experience adapting to changing needs and scrutinize, challenge, and propose change to existing process and procedures
  • Flexible work schedule to accommodate needs and working across multiple time zones

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. 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 required; Finance or Accounting preferred
  • 5+ years of experience in Finance, FP&A or related roles

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.

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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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