Sr. Financial Planning & Analysis

Join a team focused on enterprise visibility and decision support at A.O. Smith. This hybrid role in Milwaukee supports corporate FP&A and enterprise performance through planning, forecasting, management reporting, and executive-ready analysis. You will help improve financial discipline using dashboards, scorecards, and process and tool enhancements that strengthen reporting accuracy and efficiency.

What you’ll do

• Support annual planning, quarterly forecasting, monthly outlooks, and long-range planning processes.
• Prepare and consolidate financial schedules, templates, analyses, and reporting packages for business units and corporate functions.
• Analyze performance versus plan, forecast, and prior year, identifying key drivers, risks, and opportunities.
• Build financial models and scenario analyses to support forecasting, resource allocation, and investment decisions.
• Develop and maintain management reporting packages, dashboards, scorecards, and financial summaries for senior leadership.
• Translate financial and operational data into clear insights for executive audiences.
• Support Board, earnings, investor relations, and other executive materials as needed.
• Support corporate function finance activities such as budget development, forecasting, headcount planning, spend analysis, and decision support.
• Prepare analyses for business cases, resource allocation reviews, and corporate function initiatives.
• Identify trends and variances to improve financial discipline and accountability.
• Assist with improvements to FP&A and business finance processes, including templates, models, dashboards, and reporting tools.
• Support automation, standardization, and documentation of recurring reporting and planning activities.
• Contribute to enterprise productivity tracking, including savings validation, benefits realization, and reporting.
• Support enterprise performance reporting, including KPI tracking, monthly operating reviews, executive dashboards, and business performance analysis.
• Assist with capital and IT investment analysis, including business case support, prioritization, and post-investment tracking.
• Develop working capital analytics related to inventory, receivables, payables, cash flow, and forecasts.
• Use SAP, OneStream, Excel, and PowerPoint (and related tools) to improve reporting accuracy, visibility, and efficiency.

What you bring

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• 4 to 7 years of experience in FP&A, corporate finance, business finance, accounting, or a related analytical role.
• Experience supporting planning, forecasting, management reporting, variance analysis, and financial modeling.
• Strong Excel and PowerPoint skills; experience with SAP, Co-Pilot, OneStream, or similar planning and reporting tools preferred.
• Ability to analyze financial results, summarize key drivers, and prepare clear materials for management review.
• Strong analytical skills and financial acumen.
• Clear written and verbal communication with high attention to detail and a commitment to accuracy.
• Collaborative working style with the ability to build effective business partnerships.
• Process improvement mindset and comfort working with data, systems, and reporting tools.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Manufacturing, industrial, multi-site, or public company experience preferred.

Benefits

• Medical and dental insurance
• Company-sponsored life insurance
• Retirement security savings plan
• Short- and long-term disability programs
• Tuition assistance

Compensation: Competitive compensation package

Location: Milwaukee, WI (hybrid)

Tags: #LI-AO #LI-Hybrid

Source: #Appcast