FP&A Senior Analyst

Regal Rexnord Corp - Milwaukee, WI

Full-time - Mid Level

Milwaukee, WI

10,001+ employees

Administrative and Support Services

About the position

The Senior Financial Analyst in the FP&A role will be instrumental in enhancing the financial planning, reporting, and analysis functions for the Industrial Powertrain Solutions (IPS) segment. This position requires collaboration with various teams within the FP&A department and other functional areas, focusing on supporting financial processes and providing insights for decision-making.

Responsibilities

• Support the FP&A processes including Annual Operating Plan, monthly forecasts, and monthly Business Unit reporting.
• Partner with FP&A teammates to provide variance analysis, forecasting, reporting, and project support to senior management.
• Produce monthly reports, including key metrics, financial results, and variance reporting.
• Support monthly and annual forecasts for corporate IPS functions, including variance analyses and communication of insights.
• Assist with monthly close analysis and preparation of accruals for the IPS functions.
• Leverage analytical and system knowledge to organize and analyze large amounts of data for business decision making.
• Gather and analyze information to identify P&L and working capital trends.
• Support internal control processes to ensure compliance with regulations and accounting policies.
• Prepare reports for inclusion in the monthly Business Unit Review (BUR) decks and President's Operating Review (POR) reports.
• Create standard reporting packages and conduct ad-hoc queries in Hyperion/OneStream.

Requirements

• Bachelor's degree in Accounting or Finance.
• CPA or CPA equivalent preferred.
• 5+ years of relevant accounting/finance experience.
• FP&A experience at a large, multi-national manufacturing company preferred.
• Experience with Oracle ERP system, Hyperion and/or OneStream is strongly preferred.
• Strong experience with Microsoft Excel, PowerPoint, and Word.
• Strong communication skills.
• Curious mindset that proactively seeks understanding and feedback.
• Ability to identify trends and themes for continuous improvement.
• Ability to overcome obstacles and achieve objectives in a fast-paced environment.

Nice-to-haves

• Experience in a manufacturing environment.
• Familiarity with financial modeling and forecasting techniques.

Benefits

• Medical, Dental, Vision and Prescription Drug Coverage
• Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
• Paid Time Off and Holidays
• 401k Retirement Plan with Matching Employer Contributions
• Life and Accidental Death & Dismemberment (AD&D) Insurance
• Paid Leaves
• Tuition Assistance