Financial Planning Tool Subject Matter Expert at Rockwell Automation ensuring effective support for planning, budgeting, forecasting, and reporting processes. Collaborating with Finance and IT to enhance user experience and drive decisions.
Responsibilities
Act as the functional and technical expert for the enterprise financial planning tool
Manage system administration, including user roles, access, data integrations, and updates
Design and maintain planning models, workflows, dashboards, and reports
Collaborate with Finance and other departments to translate business requirements into tool configuration and enhancements
Support data integration with financial, workforce, and operational systems
Create and deliver user training, documentation, and ongoing support to drive adoption
Monitor system performance and proactively address issues and opportunities for improvement
Lead or support enhancement projects, version upgrades, and testing activities
Align planning processes and tool capabilities with organizational goals and best practices
Requirements
Bachelor's degree in Finance, Accounting, Information Systems, or a related field
3+ years of experience managing or supporting a cloud-based enterprise planning and analysis platform
Strong understanding of corporate budgeting, forecasting, and financial reporting
Experience with data modeling, report building, and cross-functional collaboration
Work with large datasets and maintain data accuracy and integrity
Strong analytical, troubleshooting, and communication skills
Proven ability to manage priorities and deliver results in a environment.
Familiarity with tools like Atlassian suite and WorkDay Adaptive
Benefits
Comprehensive mindfulness programmes with a premium membership to Calm
Volunteer Paid Time off available after 6 months of employment for eligible employees
Company volunteer and donation matching programme – Your volunteer hours or personal cash donations to an eligible charity can be matched with a charitable donation.
Employee Assistance Program
Personalised wellbeing programs through our OnTrack programme
On-demand digital course library for professional development
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