Lead Financial Analyst - Logistics

Rockwell Automation is a global technology leader focused on helping manufacturers be more productive, sustainable, and agile. With more than 28,000 employees, our work supports customers across industries that feed the world, provide life saving medicines, protect clean water, and enable green mobility. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. This role is based in Milwaukee, Wisconsin with a hybrid remote work arrangement and reports to the Senior Finance Manager ISC. This position is part of a defined job family, and experience will determine the level and compensation.

The Lead Financial Analyst - Logistics delivers comprehensive financial analysis, planning, and forecasting for freight, duty, brokerage, warehousing, and tariff spend. You will drive continuous improvement by partnering with cross functional teams to provide insightful updates. You will monitor key logistics performance metrics to inform strategic decisions and cost optimization projects while strengthening financial visibility across global logistics and supporting 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.

Responsibilities

• Lead month end activities related to freight, duties, transfer price adjustments for duties, and warehousing spend, delivering clear insights and actionable recommendations.
• Manage tariff cost tracking, including actuals, forecasts, and risk assessments.
• Drive continuous forecast process improvements by identifying cost drivers and coordinating inputs and related templates.
• Develop the annual operating plan (AOP) that sets freight and duty rates in the annual cost roll process, influencing business unit margins and logistics absorption.
• Monitor key logistics metrics and partner with the logistics team and leadership to drive improvements.
• Provide financial approval and consultation for productivity project tracking and reporting to leadership.
• Deliver financial analysis for the Request for Proposal process of the Third Party Logistics Provider at the Indianapolis Distribution Center, with ongoing tracking and cost comparisons of Rockwell's distribution centers including cost per line analysis and productivity calculations.
• Support Cass Freight Audit and Payment provider transition and the implementation of the Transportation Management System.

Qualifications

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 of experience in Finance or Accounting within financial planning and analysis
• Experience communicating the business reasons for financial results
• Customer focused, with an interest in understanding the strategy and priorities of the departments supported
• Experience with accounting and financial reporting concepts
• Experience leading standardization efforts
• Experience exploring data, challenging assumptions, and uncovering 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 in coordination with your manager to accommodate personal life
• To learn more about our benefits package, please visit www.raquickfind.com

At Rockwell Automation we are committed to building a diverse, inclusive, and authentic workplace. If your experience does not align perfectly with every qualification, we still encourage you to apply as you may be a strong candidate for this or other roles.

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

We are an Equal Opportunity Employer including disability and veterans. If you are an individual with a disability and need assistance or reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.

Rockwell Automation’s hybrid policy requires employees to work at a Rockwell location at least on Mondays, Tuesdays, and Thursdays unless there is a business obligation out of the office.