Senior Financial Analyst

1 month ago

Milwaukee, Wisconsin, United States Rockwell Automation Full time

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

As a Senior Financial Analyst, you will support the Plex line of business. You will be the primary finance support across the Plex business. You will be critical to our performance culture, investment spend and SaaS indicators, while supporting operational and strategic projects to strengthen Rockwell's broader software business. You have a sense of advocacy and entrepreneurship, experience within SaaS, and excellent financial and operational modeling capabilities.

You will report to our Senior Manager FP&A and work a hybrid schedule based at our location in Milwaukee, WI; Toronto, Ontario; Troy, MI; Cleveland, OH; or Chelmsford, MA.

Your Responsibilities:

  • Prepare annual operating plan quarterly forecast, and monthly outlook, working with partners to provide an accurate forecast and logical and achievable plan.
  • Support the detailed planning process in collaboration with partners and other members of the finance team
  • Build and manage weekly, monthly, and reporting cadences related to sales and funnel performance
  • Coordinate with teams to provide accurate budget/forecast updates, including analysis of important trends
  • Monitor performance; communicate results and potential risks to the business
  • Retrieve and analyze data and present reports to management for use in supporting our goals
  • Conduct actual vs. forecast / budget financial variance analysis on monthly basis with meaningful insights to management to support decision-making, help understand financial implications to rolling forecast, and help partners to manage to their respective budgets
  • Be a partner supporting program leaders in understanding performance and financial implications of decision-making with well-reasoned, concise analysis

The Essentials - You Will Have:

  • Bachelor's degree in Accounting, Finance, Business or related
  • 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:

  • Typically requires 4 years total work experience
  • 1-2 years in FP&A, SaaS Accounting, or business operations role
  • Experience in a high-growth SaaS or technology organization
  • Experience working with Sales, Marketing, and Operations partners
  • Experience with execution across multiple projects
  • Experience analyzing large quantities of complex data
  • Knowledge of important SaaS metrics, and the levers behind them
  • Deliver the appropriate level of detail for decision-making, catered to the audience
  • High level of diligence
  • Excellent partner management skills - build relationships among peers and others in the business and become a valuable partner
  • Motivated by outcomes, experience adjusting to changing requirements
  • Prior experience working with Workday Financial, Adaptive Insights, and Salesforce CRM
  • Experience working in a PE-backed scale-up organization

This position is part of a job family. Experience will be the determining factor for position level and compensation.

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

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

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.

#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

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