Overview
A Senior Financial Analyst role is available within the Industrial Automation Finance team, focusing on financial planning and analysis (FP&A), corporate controlling, financial reporting, and strategic business decision-making. This position primarily supports North American operations and involves collaboration with global finance and operational teams. The role offers flexible work arrangements including remote, hybrid, or onsite options depending on business needs and candidate location.
Responsibilities
- Lead and support month-end close, financial reporting, account analysis, reconciliations, and maintain general ledger integrity.
- Provide timely financial analysis related to margin, cost drivers, profitability, project performance, forecasts, budgets, and cash flow.
- Partner with finance and operational stakeholders across North America and globally to support business decision-making and financial discipline.
- Support project-based financial reporting and analysis, including percentage-of-completion concepts and project execution impact.
- Own recurring financial reporting, corporate controlling activities, dashboards, and ad hoc analysis for segment leadership and operational teams.
- Strengthen internal controls, audit readiness, documentation quality, and compliance with financial policies and governance.
- Identify opportunities to simplify, automate, or improve financial reporting processes using data tools and emerging technologies.
Financial Reporting, Accounting & Controls
- Prepare and analyze monthly, quarterly, and annual financial statements ensuring accuracy and compliance with accounting standards.
- Lead month-end close activities including journal entry reviews, accruals, account analysis, and balance sheet reconciliations.
- Investigate variances, reconcile items, identify unusual trends and financial risks; provide commentary and recommendations.
- Prepare audit working papers and serve as a key contact for internal and external audits.
- Maintain accurate accounting records in accordance with policies and procedures.
- Support compliance with internal controls, financial governance, and regulatory standards.
- Identify control gaps and process risks; recommend improvements to enhance consistency, accuracy, and efficiency.
FP&A, Forecasting & Business Analysis
- Develop and maintain monthly forecasts, annual budgets, and financial models supporting operational planning and leadership decisions.
- Conduct financial analyses including margin, cost, profitability, project performance, and trend reporting.
- Prepare cash flow and liquidity forecasts, analyze variances, and provide insights on key drivers.
- Translate financial data into actionable insights for finance leadership, operational teams, sales, and other partners.
- Enhance recurring and ad hoc financial reports, dashboards, and analyses.
- Utilize data tools, automation, and technology-enabled reporting to improve financial information visibility and accuracy.
Operational & Segment Support
- Collaborate with department and segment leaders to provide financial insights, variance explanations, and recommendations for cost control and performance.
- Work with controllers and finance stakeholders across multiple geographies including North America and global teams.
- Administer capital expenditure approval processes including financial review, tracking, reporting, and documentation.
- Maintain fixed asset records, review asset additions and disposals, ensuring proper documentation.
- Support project-based business analysis related to project performance and financial trends.
- Lead or participate in continuous improvement initiatives to streamline financial processes and reporting.
Tax, Regulatory & Compliance Support
- Prepare, review, or support indirect tax, government, and regulatory reporting requirements.
- Maintain documentation and provide timely information for filings, audits, inquiries, and compliance.
Qualifications
Education
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
- CPA designation, CPA in progress, MBA, Master’s degree, or equivalent professional education is an asset.
- Equivalent experience in complex finance, accounting, FP&A, or corporate controlling environments may be considered.
Experience
- Minimum five years of progressive experience in finance, accounting, FP&A, controllership, or related roles.
- Experience in manufacturing, industrial automation, systems integration, engineering, project-based, or similarly complex environments preferred.
- Working knowledge of IFRS and financial reporting principles required; exposure to US GAAP or multi-entity reporting is an asset.
- Experience with month-end close, financial statements, reconciliations, forecasting, budgeting, cash flow analysis, and variance commentary.
- Experience with project-based financial analysis and percentage-of-completion concepts is an asset.
- Experience collaborating with cross-functional stakeholders, operational leaders, controllers, and finance teams across multiple locations.
- Proficiency in Microsoft Excel required; experience with ERP systems such as JD Edwards is an asset.
- Experience with reporting tools, dashboards, data lakes, process automation, AI-enabled tools, Power BI, or similar technologies is an asset.
Skills & Competencies
- Strong analytical skills with ability to interpret financial results, identify trends, and communicate business implications.
- High attention to detail, accuracy, and documentation quality.
- Effective communicator capable of working with stakeholders and presenting recommendations professionally.
- Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.
- Collaborative and proactive, comfortable working beyond the immediate finance team with global and cross-functional partners.
- Creative problem solver interested in improving financial processes, reporting, tools, and data visibility.
- Demonstrated initiative and ownership of a broad range of financial activities.
Compensation & Benefits
- Competitive starting salary with eligibility for overtime pay.
- Paid vacation.
- Company-paid short- and long-term disability and life insurance.
- Comprehensive health benefits.
- 401(k) matching program.
- Employee incentive bonus program.
- Optional employee share purchase program.
- Flexible work schedules.
- Employee events and referral programs.
- Safety shoe programs.
- Opportunities for professional growth and development including tuition reimbursement and internal promotion commitment.
Location
Flexible work arrangements available including remote, hybrid, or onsite based on business needs and candidate location, primarily supporting North American operations.