Cloud & AI Finance Planning Analyst
About the role
Job Summary
Main Responsibilities
- Partner with business leaders, Finance, and IT partners to support annual budgeting, forecasting, and long-range planning activities.
- Perform financial analysis and variance reporting important causes, risks, opportunities, and trends.
- Promote financial models that support strategic decision-making and investment planning.
- Monitor spending patterns across departments and provide recommendations to improve cost efficiency.
- Prepare monthly, quarterly, and annual financial reports for leadership reviews.
- Support month-end close activities, accruals, forecasting cycles, and executive reporting requirements.
- Create dashboards solutions using Power BI and other analytics tools to improve our visibility.
- Partner with teams to evaluate business cases, investment proposals, and cost optimization opportunities.
- Analyze operational and financial data to create applicable insights.
- Support governance processes by developing metrics standards that improve financial accountability.
- Identify opportunities to automate reporting and refine financial analysis processes.
The Essentials - You Will Have
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Industrial Engineering, or a related field.
- Excellent English proficiency and fluency to communicate with people at all levels.
The Preferred - You Might Also Have
- Experience supporting technology, software, digital transformation, or IT organizations.
- Understanding of cost management, investment governance, or financial controls.
- 8+ years of experience in Financial Planning & Analysis (FP&A), financial analysis, budgeting, forecasting, or business finance.
- Experience creating reports and dashboards using Power BI, Excel (can maintain complex spreadsheets) (can maintain complex spreadsheets), or similar analytics tools.
- Experience working with large datasets and business intelligence tools.
- Familiarity with cloud computing costs, technology spend management, or FinOps concepts.
- Experience with ERP, financial reporting platforms.
- Master of Business Administration, finance certification, or advanced financial training.
What We Offer
Our benefits package includes ...
- Comprehensive mindfulness programs with a premium membership to Calm.
- Volunteer Paid Time off available after 6 months of employment for eligible employees.
- We match your volunteer hours or personal cash donations to an eligible charity with a charitable donation through its volunteer and donation matching program.
- Employee Assistance Program.
- Personalized wellbeing programs through our OnTrack program
- On-demand digital course library for professional development... and other local benefits!
Rockwell Automation's hybrid policy expects employees to work at a Rockwell location at least on Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.
We believe that employee diversity is an important element of our common future. We provide opportunities for talent growth with the entire organization. We support equality by celebrating the individuality of every person, regardless of their origin and identity. We appreciate the unique cultural pattern and variety of experiences in each of us. We invite all who want to join and change the world of Our organization.
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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.
Not included in the source posting: about the role, qualifications.
Skills
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