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
Rockwell Automation is seeking a Trade Financial Planning & Performance Analyst to lead financial planning, forecasting, and performance management for Americas trade and duty spend. In this role, you will partner with Trade Compliance, Tax, Sourcing, Operations, and Finance to deliver data-driven insights that improve cost visibility, support strategic decision-making, and help manage financial exposure related to global trade regulations and tariff changes. You will play a key role in advancing analytics and reporting capabilities, standardizing financial processes, and driving continuous improvement across trade finance activities in the Americas.
You will have a hybrid schedule working in Milwaukee, WI, Mayfield Heights, OH, or Whitestown, IN and will report to the Supervisor, Global Logistics Performance & Freight Claims.
Your Responsibilities:- Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
- Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
- Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
- Standardize financial processes, reporting, and best practices across the Americas region.
- Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
- Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
- Provide guidance on trade compliance analytics, financial controls, and best practices.
- Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
- Present financial impacts and recommendations to leadership and other key stakeholders.
- Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.
- Bachelor's Degree in Relevant Field.
- 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.
- Typically requires a minimum of 5 years of related experience.
- Bachelor's degree in Finance, Accounting, Supply Chain, Economics, or a related field.
- 5+ years in FP&A, trade finance, trade compliance, global logistics finance, import/export, or customs.
- Background supporting trade and customs activities within a large multinational organization.
- Knowledge of international trade, business analytics, and duty/tariff modeling.
- Proven capability in financial planning, forecasting, financial modeling, and variance analysis.
- Exposure to global, cross-functional business environments.
- Advanced proficiency in Excel and data analytics tools such as Power BI, Python, SQL, SAP, Access, or Copilot.
- Working knowledge of Access databases.
- Demonstrated success presenting complex financial analyses and recommendations to senior leadership.
- Track record of implementing process improvements, automation, or analytics-driven efficiencies.
- 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-JF1
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 in a relevant field
- Legal authorization to work in the U.S.; employer will not sponsor visas
- Typically requires a minimum of 5 years of related experience
- Experience in FP&A, trade finance, trade compliance, global logistics finance, import/export, or customs
- Knowledge of international trade, duty/tariff modeling, and trade compliance analytics
- Proven capability in financial planning, forecasting, financial modeling, and variance analysis
- Advanced proficiency in Excel and data analytics tools (Power BI, Python, SQL, SAP, Access, Copilot)
- Working knowledge of Access databases
- Demonstrated success presenting complex financial analyses to senior leadership
- Track record of implementing process improvements, automation, or analytics-driven efficiencies
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
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.
