Financial Analyst

Your responsibilities

• Maintain and enhance standard P&L reporting including regional and business unit performance, trends, and key variances to plan, forecast and prior period.

• Preparation of monthly, quarterly, and annual reporting & causals for all key financial metrics for the group.

• Present and explain financial performance and key variances and changes vs. forecast, plan and prior year.

• Support other financial teams and business partners in preparation of Annual Operating Plan (AOP).

• Assist in the transfer of workload between FP&A organizations within Rockwell to ensure continuity of business support and enabling use of standard tools and processes.

• Developing and advocating for automation, simplification, and standardization in reporting.

• Create ad hoc analyses and respond to business inquiries to understand material drivers of financial performance.

• Closely align with the other teams in the Global Analytics and Insights organization to drive improved and standardized global processes.

Our requirements

What we offer

Position Summary

We are looking for a Financial Analyst to fill a position within the growing Global Analytics & Insights organization to support one of the three operating segments of Rockwell: Lifecycle Services. The Analyst will work on the full P&L of the segment, on activities such as: variance analysis (causaling against benchmarks), reporting and analytics. In addition, the role entails running projects to drive standardization, centralization, and automation of FP&A processes.

The role sits with a global team and entails interaction with other GA&I members, regional FP&A teams, as well as the Digital Enablement Office that drives development of Power Bi analytics.

While belonging to the Global Analytics & Insights organization, the person will attend the GA&I Training Series program that educates on financial topics related to the role but also reaching outside of the role – to help expand the financial acumen and widespread understanding of corporate financial processes of a global public company. The training program covers topics such as: P&L causaling, productivity tracking, labor rates/ utilization analysis, segment allocation, currency, project accounting, fx/parity/dropships concepts, annual recurring revenue, cost rolls, SEC filings process, supply chain, and many other. The GA&I analysts are invited to listen to Rockwell’s quarterly earnings calls, earnings call recap and Q&A sessions, where financial results for the period are discussed and shared with investors, analysts, and the media.

In the role, the Financial Analyst will utilize modern tools: the Oracles’ Enterprise Performance Management (EPM) Cloud Application, SAP as well as Power BI dashboards to provide performance reporting and insight on a variety of key financial metrics including orders, sales, backlog, margin, utilization, and other key financial indicators