Schneider Electric has a hybrid opportunity for a Business Finance Specialist to be based in following Schneider Electric Hub locations: Boston,MA; Dallas,TX; or Nashville, TN.

Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America.

In this role, you will support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico.

What Success Looks like in the role:

In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America.

What You Will Do

Support North America Forecasting & Planning

• Support the North America Rolling Forecast process by consolidating forecast results across businesses.
• Prepare executive summaries, presentations, and financial insights for leadership review.
• Consolidate business commentary and ensure consistency across forecasts and assumptions.
• Serve as a key finance partner to teams across the U.S., Canada, and Mexico throughout the forecasting cycle.
• Provide functional support for forecasting tools and identify opportunities to improve planning processes.

Lead Critical Financial Processes

• Own and lead the annual North America Proforma process, ensuring alignment, accuracy, and timely execution.
• Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance.
• Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.

Deliver Executive Insights

• Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews, and other senior leadership meetings.
• Consolidate insights from business finance partners and translate complex financial information into clear, actionable recommendations.
• Support ad hoc financial analyses and strategic projects requested by senior leadership.

Drive Finance Transformation

• Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions.
• Implement AI-driven tools and approaches that enhance financial planning, reporting, and business analysis capabilities.
• Help establish best practices that improve efficiency, accuracy, and decision-making across the finance organization.

We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position.

Role Requirements

• Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field.
• Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
• Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights.
• Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
• Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy.
• Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.

Required Tools & Systems Knowledge

• Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics)
• Power BI for dashboarding and business performance analysis
• AI and automation tools for financial analysis and process optimization (Microsoft Copilot)
• Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint)

Bring your strategic finance expertise to a role that truly matters-apply today!

For this U.S. based position, the expected pay range is USD 101,600 - USD 152,400 per year. This pay range includes base pay and short-term incentives. The compensation range for this full-time position applies to candidates located within the United States. Our pay ranges are determined by reviewing roles of similar responsibility and level. Within the pay range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training.

Our Total Rewards package outlines all the benefits and support you'll enjoy as part of the Schneider Electric team:

Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days of paid time off per year.

Invest and Plan Your Future. We help you plan and invest for the future with competitive pay and programs including base salary, incentives, company share ownership, and 401(k) with match.

Grow Your Skills and Career. We support development through performance discussions, global opportunities, the Schneider Career Hub, and learning platforms like Coursera.

Team Up in the Workplace. We encourage collaboration, recognition, sharing your voice, and an inclusive workplace.

Support Your Community. We make a difference through volunteer leave, programs with the Schneider Electric Foundation, youth education initiatives, and military leave benefits.

If you believe this job posting is not compliant with applicable state pay transparency laws in the U.S., please notify the Company as soon as possible upon discovery by completing this form Job Posting Compliance Form.

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

Become an IMPACT Maker with Schneider Electric - apply today!

€40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries

You must submit an online application to be considered for any position with us. This position will be posted until filled.