Senior Analyst, Financial Planning and Analysis
Share
Job Location:
Westerville, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Summary
The Senior Financial Analyst will play a critical role within the Global ER&D Business Finance organization supporting all aspects of Fixed Costs and Capex financial management. This role is 90% operational and 10% strategic with a focus on forecast accuracy monthly actuals review variance analysis and effective business partnering with global engineering leaders.
The ideal candidate brings strong analytical rigor a statistical mindset and a continuous improvement approach to streamline processes enhance data accuracy and elevate decision-making across the ER&D function.
Responsibilities
- Own monthly and quarterly Fixed Cost and Capex forecast cycles ensuring accuracy alignment to targets and timely updates to leadership.
- Review monthly actuals vs. forecast vs. target providing clear concise and action-oriented variance analysis.
- Partner closely with ER&D Directors Managers and Project Teams to explain financial results identify risks & opportunities and propose mitigation actions.
- Prepare and support executive-level presentations including monthly ER&D financial slides and QBR content.
- Monitor Capex initiatives track NPDI project spend validate business cases and support governance processes.
- Request and validate journal entries to ensure the general ledger accurately reflects business activity.
- Perform deep-dive analytics to identify cost optimization opportunities and efficiency gains across ER&D.
- Support and enhance core processesincluding forecast models reporting packages and intake workflowsleveraging automation and advanced tools where possible.
- Collaborate with peers across Finance and Engineering to promote transparency consistency and continuous improvement.
- Maintain a strong statistical mindset to evaluate trends improve forecasting models and bring data-driven thinking to recurring processes.
- Proactively seek out development opportunities learn new tools and contribute to building a high-performing team culture.
Qualifications
- Bachelors degree in Finance Accounting Economics Engineering or related discipline.
- Minimum of 2 years of financial analysis experience (FP&A cost analysis operational finance or similar).
- Strong analytical modeling and problem-solving skills with a statistics-oriented approach to data.
- Advanced proficiency with Excel and experience working with financial systems.
- Ability to present insights clearly across all levels including senior leadership.
- Demonstrated ability to manage multiple priorities operate with urgency and meet tight deadlines.
- High attention to detail and commitment to accuracy.
- Strong communication and business partnering skills.
Preferred Qualifications
- Hands-on experience with HFM/EPM Oracle EBS PowerQuery or Alteryx.
- Experience supporting Fixed Costs and/or Capex in a global environment.
- Background working with ER&D product development or operational teams.
- Experience preparing executive-level financial presentations.
- Demonstrated success in continuous improvement automation or process redesign efforts.
Physical & Environmental Demands: -
- None
Travel Required: -
- <5%
Required Experience:
Senior IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Financial Concepts
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need s ... View more
