Lead Financial Analyst - Plex

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 Lead 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 P&L performance
• Perform monthly, quarterly, and annual reconciliations of headcount and expense reporting
• 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 :

The Preferred - You Might Also Have :

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

What We Offer :

LI-Hybrid

LI-PH1