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 Finance BI Analyst - Milwaukee, Wisconsin, United States

Job information
Posted by: Rockwell Automation 
Hiring entity type: Manufacturing 
Work authorization: Not Specified for United States
Position type: Direct Hire, Full-Time 
Compensation: ******
Benefits: See below
Relocation: Not specified 
Position functions: Accounting
Travel: Unspecified 
Accept candidates: from anywhere 
Languages: English - Fluent
Minimum education: See below 
Minimum years experience: See below 
Resumes accepted in: English
Cover letter: No cover letter requested
Job code: R21-6966 / Latpro-3806006 
Date posted: Jul-16-2021
State, Zip: Wisconsin, 53204


Location: Milwaukee - Wisconsin
Location: United States of America (remote)

Job Description

The Finance BI Analyst for the Financial Business Intelligence team is responsible for delivering financial and management reporting for the Finance organization and its partners. This includes understanding information sharing requirements, data sets available, and transforming those requirements into actionable reports utilizing organization preferred technology. The role will be the key liaison between business, IT and finance partners in helping Rockwell to migrate to centralized reporting using Microsoft Azure and PowerBI technology platforms.

Essential Functions

  • Understand and document the Finance organization business intelligence requirements and deliver reports, dashboards, scorecards, and adhoc analysis that meet user needs and align to the business strategy

  • Rationalize existing Finance provided management reports and reduce duplication across businesses and geographies wherever possible

  • Designs, develops and tests Power BI reports to ensure the appropriate use of data sets

  • Conducts user acceptance testing for new report development and enhancements

  • Understand data definitions and required system security to ensure data is shared appropriately, in compliance with Rockwell's Safeguarding Sensitive Information policy

  • Collaborate with Information Technology and Data Analytics & Insights teams to create data sets that meet user reporting needs and to resolve system issues

  • Provide change management and training to finance organization as information sharing processes and technologies change, particularly as existing SAP BW reports are migrated over to Microsoft Azure and PowerBI

    Basic Qualifications

  • Bachelor's degree in accounting, finance, information technology and/or business administration

  • 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 a minimum of 5 years of experience in finance/accounting with an FP&A emphasis

  • Expertise in data analysis and visualization concepts and tools, preferably Microsoft PowerBI

  • Experience with Hyperion Financial Management (HFM), Hyperion Planning (HP), SAP, Oracle EPM and Microsoft productivity tools preferred

  • Power Platform knowledge and experience in technologies like Power Apps and Power Automate is desirable

  • Ability to translate technical issues into terms understandable and actionable for different audiences

  • Adept at leveraging systems to drive efficiencies and develop creative solutions for reporting needs

  • Process improvement focus

  • MBA and/or CPA a plus

    IPC (Information Processing Capability)

  • Strong analytical skills; ability to distill information from disparate data sources and the capability to tell the "story" behind it, as well as recommendations for next steps

  • Ability to manage competing demands, accept criticism and constructive feedback, while being extremely adaptable and flexible

  • Ability to work on issues of moderate scope where analysis of situations or data requires a review of relevant factors

  • Exercise judgment within defined procedures and practices to determine appropriate action


  • Good listening skills to assess customer needs and understand requirements

  • Successfully transfers skills and knowledge to other individuals or groups

  • Intellectual curiosity and the ability to question partners across functional areas

  • Seeks and incorporates relevant perspectives when assessing a situation, making a decision or presenting

    Accepts Role Requirements

  • Ability to work effectively across time zones, businesses, and functions to resolve issues

  • Experience working with Offshore team resources

  • Collaborate within various IT, business capability teams and business stakeholders to achieve maximum business value

  • Ability to manage multiple assignments and projects with varying deadlines from multiple customers

  • Enthusiasm for relationship building and partnership across the organization at all levels

  • Actively pursues personal continuous learning and development of skills

    ***For a candidate with the right experience this position could be worked remotely from any US Location

    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 (see application details).

  • Requirements

    See job description


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