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Financial Planning Analyst Sr

AT Eaton
Eaton

Financial Planning Analyst Sr

Santiago de Querétaro, Mexico

Eaton's Corporate Sector division is currently seeking a Financial Planning Analyst Sr.

What you'll do:

Job Summary
This position is responsible for reporting & analyzing financial results. This persons is expected to closely support of the operations and other functions (PLM's, staff. supervisors, etc.), through timely and accurate to achieve and/or exceed financial goals. This position has indirect responsibility for ensuring financial accounting activities at the location are in compliance with generally accepted accounting principles, local statutory requirements and Eaton Corporate policies and practice. This role is instrumental in supporting the development of and analysis of forecasts and actual performance and operational metrics, as well as being responsible for the GFSS budget process with a focus on cost savings projects and capital expenditures

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Job Responsibilities
1. Responsible for the preparation of the profit plan, rolling forecast and weekly performance reporting. Drives business to meet or exceed short term & long term goals, initiatives and expectations.
2. Review, analyze, and evaluate department budget system. Develop and implement reports for management use in evaluating results against performance targets.
3. Monitor, review, and investigate cross-functional administrative performance measures to ensure goals are met. Analyzes financial data for trends and opportunities for improvements, including key financial metrics and BSC items. Develop, communicate, and help to implement corrective actions.
4. Provide business partnership to all areas of the entity with regard to functional expertise and cross-functional support, providing guidance and education as needed to the Corporate personnel to achieve financial objectives. Act as advisor and provide counsel to staff and personnel regarding financial operations and interpretation of financial information.
5. Support the process to identify and quantify cost out opportunities and related data capture in database. Ensure integrity of financial information related to cost out projects.
6. Support implementation of improvements to monthly closing procedures ensuring accuracy and timeliness, as well as continuous develop and improvement of financial modeling and tools.
7. Ensure accurate and timely submission of data to the various Eaton systems (Encore, Radar, BSC, etc.)
8. Maintain an atmosphere of teamwork and continuous improvement in order to achieve departmental and GFSS goals. Support site, functional or corporate initiatives.
9. Support and/or lead department activities related to process improvements and standard work. Assists in maintaining an atmosphere of continuous improvement and team efforts for accomplishing department and GFSS goals. Deploy & sustain lean tools and initiatives in order to reduce waste and improve efficiency of the finance function.

Qualifications:

Education level required
Bachelor's degree in Finance or equivalent.

Years and area of experience required
A minimum of 3 years of experience in the area of Financial Analysis.

Technical knowledge
High excel management/ High English/ Intermediate Power Point, Proficient in Microsoft products, Experience with MRP and other systems, such as SAP , Oracle, Budgeting programs, etc

Skills:

Strong results orientation and bias for action/ Should posses excellent computer skills and communication abilities.

We are committed to ensuring equal employment opportunities for job applicants and employees. Our recruitment processes use balanced selection criteria and avoid unlawful discrimination against applicants on the basis of their age, colour, disability, marital status, national origin, gender, gender identity, genetic information, race or racial origin, religion, sexual orientation or any other status protected or required by law.

Client-provided location(s): Santiago de Querétaro, Qro., Mexico
Job ID: Eaton-47834Queretaro
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Assistance Program
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Summer Fridays
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)