Senior Financial Analyst Ii - 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

This position is a key finance professional role, supporting the Plex line of business. This role will be the primary finance support across the Plex business. This role will be critical to our performance culture, investment spend and SaaS KPIs, while supporting operational and strategic initiatives to strengthen Rockwell’s broader software business. This role requires someone with strong leadership skills, effective executive communication skills, a sense of advocacy and entrepreneurship, comfort with ambiguity and change, strong SaaS acumen, and excellent financial and operational modeling capabilities. Prior high-growth SaaS experience is required.

Key Responsibilities:

Planning, Forecasting and Reporting:

• Prepare annual operating plan quarterly forecast, and monthly outlook, working with business partners to ensure an accurate forecast and logical and achievable plan.
• Develop financial models (continuous use and ad-hoc) that assist in decision making
• Assist in a KPI-based, detailed planning process in collaboration with business 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 key trends
• Continually improve management reporting to enhance visibility and reliability across the business. Improve processes to lessen manual reports and work with peers to ensure the right data is being tracked

Analysis:

• Actively monitor performance; proactively communicate results and potential risks to the business
• Retrieve and analyze data and present reports to management for use in supporting operational and business objectives
• 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 enable business partners to manage to their respective budgets
• Act as a business partner supporting program leaders in understanding performance and financial implications of decision making with well-reasoned, concise analysis
• Take initiative and ownership to identify areas of opportunity/improvement with data-driven commentary and recommendations
• Accumulate results and prepare presentations to disseminate information to management for review and approval
• Partner with teams to perform numerical analysis, process analysis, or create new tools to help business partners drive strategic decision making. This will include but is not limited to:
  • Business casing to help effectively compare and decide on the correct initiatives.
  • Collaborate with business partners to improve operational efficiency and identify acceleration opportunities

Other:

• Ad-hoc special projects as assigned
• Proactively look for innovation in existing processes and work with peers to continuously improve FP&A team operational efficiency and effectiveness

Basic Qualifications

• 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.

Preferred Qualifications

• Typically requires 8 years total work experience
• Ideal candidate would have at least 2-3 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 stakeholders
• Growth mindset and proven track record of execution across multiple projects with minimal supervision
• Expert-level MS Excel skills, with experience analyzing large quantities of complex data
• Knowledge of key SaaS metrics, as well as the levers behind them
• Excellent communication skills – presenting the appropriate level of detail for decision-making, catered to the audience
• Attention to detail and high level of diligence
• Ability to excel in a fast-paced, dynamic environment
• Excellent stakeholder management skills – build relationships among peers and others in the business and become a valuable business partner
• Driven by outcomes, with an ability to meet challenging deadlines and 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.

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.