Rockwell Automation

Lead Financial Analyst - Logistics

Rockwell Automation$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; preferred in Accounting or Finance.
  • 5-8 years of experience in Finance or Accounting with a focus on planning and analysis.
  • Proficiency in financial reporting and analysis concepts.
  • Strong communication skills to convey financial insights to stakeholders.
  • Customer-focused approach with an interest in departmental strategies.

Responsibilities

  • Lead month-end financial activities for freight, duties, and warehousing costs.
  • Manage tariff cost tracking, including forecasting and risk assessments.
  • Drive improvements in the forecasting process by identifying cost drivers.
  • Develop annual operating plans, influencing freight and duty rates for business units.
  • Track logistics performance metrics and partner with leadership for improvements.
  • Provide financial consultation for productivity project tracking.
  • Support financial analysis for logistics proposals and ongoing cost comparisons.

Benefits

  • Comprehensive health insurance including medical, dental, and vision.
  • 401k retirement plan.
  • Generous paid time off policy.
  • Parental and caregiver leave.
  • Flexible work schedule options.
Full Job Description
Job Description

The Lead Financial Analyst - Logistics role provides comprehensive financial analysis, planning, and forecasting related to freight, duty, brokerage, warehouse and tariff spend. You will lead continuous improvement, partnering with cross-functional teams to deliver insightful updates. You will track and interpret important logistics performance metrics to support strategic decision-making and cost-optimization projects. You will help strengthen financial visibility across global logistics and ensuring cost management. You will lead month-end close activities, including preparation and management of freight and duty accruals. Ensuring accuracy and compliance with financial reporting standards.

You will report to our Senior Finance Manager - ISC.

Your Responsibilities:
  • Lead month end activities related freight and duties, transfer price adjustments related to duties, and warehousing spend, providing clear insights and actionable recommendations to guide next steps
  • Manage tracking of tariff costs including actuals, forecasting and risk
  • Drive continuous forecast process improvements with identifying cost drivers and coordinating inputs and related templates
  • Develop annual operating plan (AOP) which includes setting freight and duty rates in the annual cost roll process impacting business unit margins and logistics absorption
  • Track key logistics metrics and partner with logistics team and leadership to drive improvements
  • Provide financial approval and consultation for productivity project tracking and reporting to leadership
  • Provided financial analysis for the Request for Proposal process of the Third Party Logistics Provider at the Indianapolis Distribution Center along with continued tracking and cost comparisons of Rockwell's Distribution centers including cost per line analysis and productivity calculations
  • Finance support for Cass Freight Audit and Payment provider transition and Transportation Management System implementation


The Essential - You Will Have:
  • Bachelor's Degree
  • 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.


The Preferred - You Might Also Have
  • BS or BA in Accounting or Finance
  • Minimum of 5-8 years' experience in Finance or Accounting within financial planning and analysis
  • Experience communicating the business reasons for financial results
  • Customer-focused, with a interest in understanding the strategy and priorities of the departments that they support
  • Experience with accounting and financial reporting concepts
  • Experience leading standardization efforts
  • Experience exploring data, challenging assumptions, and looking for deeper insights to improve financial clarity


What We Offer:
  • Health Insurance including Medical, Dental and Vision
  • 401k
  • Paid Time off
  • Parental and Caregiver Leave
  • Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
  • To learn more about our benefits package, please visit at www.raquickfind.com.


This position is part of a job family. Experience will be the determining factor for position level and compensation.

#LI-Hybrid

#LI-PH1

Rockwell Automation's hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.

About Rockwell Automation

Rockwell Automation works with investments in industrial automation and aids other businesses with automation technology strategy.

Rockwell Automation Careers

Join the dynamic team at Rockwell Automation, a global leader in industrial automation and digital transformation. As a company committed to innovation and excellence, Rockwell Automation offers unparalleled job opportunities for professionals eager to drive progress and lead in technology. Work You’ll Do At Rockwell Automation, you’ll collaborate with some of the brightest minds in the industry to shape the future of manufacturing and automation. Our team is at the forefront of developing new solutions that enhance productivity and efficiency for our clients worldwide. Embrace a culture of leadership and growth within our diverse and inclusive workforce. Rockwell Automation is dedicated to providing extensive diversity training and leadership development programs that empower our employees to excel. Join Our Market-Leading Team Rockwell Automation is not just a company; it's a community of innovative, driven, and talented professionals. With over 23,000 employees globally, we are proud to be the industry leader in automation solutions, committed to delivering excellence and innovative engineering. Innovative Work Engage in groundbreaking projects that redefine industry standards. Our commitment to innovation is reflected in every aspect of our work, from product development to solutions tailored to meet the evolving needs of our clients. Career Development Future-proof your career with Rockwell Automation by taking advantage of our robust training programs and certification courses. Whether you're looking for an internship, an entry-level position, or a managerial role, we provide the resources to foster your professional growth and enhance your skills. Be Part of a Great Team Experience the power of global teamwork. Join a network of professionals who are as passionate about technology and innovation as you are. At Rockwell Automation, we believe in nurturing a supportive environment where every team member’s contribution is valued. Explore Job Opportunities Discover a range of employment options at Rockwell Automation, from internships that offer a real-world glimpse into our operations to full-time positions that challenge and reward. Our hiring process is designed to identify and recruit the best talent who are committed to our mission of industrial automation. Stay Connected Join Our Team Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Explore the possibilities that await you at Rockwell Automation and take the first step towards a fulfilling career. Keep Up to Date Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await in the fields of automation and digital transformation. Rockwell Automation is where your ambition meets opportunity, innovation, and leadership. Join us and transform the future.
Learn more about Rockwell Automation
Size
24,500 employees
Market Cap
$29.4 billion
Industry
Net Income
$1.3 billion
Founded
1903
5 Year Trend
+4.2%
Revenue
$6.2 billion
NASDAQ

Similar Jobs

More Jobs at Rockwell Automation

More Finance & Insurance Jobs

Find similar Lead Financial Analyst - Logistics jobs: