FP&A Specialist
Eaton's EPG CHD EP LATAM division is currently seeking a FP&A Specialist.
What you'll do:
Job Summary
FP&A specialist primary function is to support the business through financial planning, forecasting, performance analysis, and management reporting, ensuring accurate, reliable, and timely financial information to enable effective decision-making. The role partners closely with functional leaders to prepare budgets and forecasts, analyze actual results vs profit plan, identify key variances and drivers, and provide insights on profitability, cost control, pricing, and operational performance across the LATAM region (México and CSAR).
Job Responsibilities
The main responsabilities of the position are:
1. Perform the profit plan and monthly forecast, ensuring alignment with all functional areas.
2. Own the month-end financial analysis process, identifying key variances versus budget, forecast, and prior periods, and providing clear, value-added explanations.
3. Develop, consolidate, and review management reports, dashboards, and business scorecards, ensuring relevance, accuracy, and insight for decision-making.
4. Perform advanced analysis of sales, orders, backlog, pricing, inventory, and profitability, identifying trends, drivers, and improvement opportunities.
5. Ensure high standards of data integrity, consistency, and governance across planning, forecasting, and reporting processes.
6. Act as a trusted finance business partner, providing recommendations, challenging assumptions, and supporting strategic and operational decisions.
Main Role:
1. Prepare and analyze monthly, quarterly, and annual financial forecasts, and profit plans in coordination with functional areas.
2. Perform month-end financial analysis, including variance analysis vs forecast, profit plan and prior periods, and provide clear explanations.
3. Prepare, consolidate, and review management reports, dashboards, and business scorecards with key financial and operational KPIs.
4. Perform sales, orders, backlog, pricing and inventory analysis to support commercial and operational decision-making.
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5. Consolidate information from Latin America to report the weekly GPC.
6. Analyze price execution for each product line in Latin America, communicating variances and requesting action plans to monitor execution.
7. Review the monthly business scorecard, compiled by the FLDP with the key KPIs from functional areas to facilitate decision-making based on the business strategy.
8. Report consolidated savings at the end of each month, analyzing and identifying outliers.
9. Adhere to policies and procedures based on applicable management systems (EQMS, MESH Authorized Economic Operator (AEO), the guidelines of ATEX and IEC Ex as applied and in the standards ISO-9001:2015, ISO14001:2015, to comply with the Management System (SG)Comply with the policies and procedures based on the applicable management systems (EQMS, MESH Authorized Economic Operator (AEO), ATEX and IEC Ex guidelines as applicable and ISO-9001:2015, ISO14001:2015 standards, to comply with the Management System (MS)
Qualifications:
Education level required
Bachelor's degree required in Finance, Accounting, Economics, Business Administration, Industrial Engineering, or a related field
Years of experience required
Previous experience: 3-5 years of progressive experience in Financial Planning & Analysis, Controlling, Finance, or related roles, including budgeting, forecasting, variance analysis, and management reporting.
Area of expertise
1. Financial Planning & Forecasting - budgeting, forecasting, profit planning, and performance management.
2. Financial & Variance Analysis - analysis of actuals versus budget and forecast, identifying key drivers and risks.
3. Management Reporting & Insights - preparation of dashboards, KPIs, and business scorecards to support decision-making.
4. Cost, Expense & Profitability Management - monitoring expense execution, pricing, inventory, and profitability performance.
5. Finance Business Partnering - cross-functional collaboration to support strategic and operational decisions.
Soft Skills
1. Strategic & Critical Thinking
2. Collaboration & Business Partnering
3. Communication & Financial Storytelling
4. Accountability & Results Orientation
5. Adaptability & Learning Agility
Technical knowledge
1. Accounting ERP (SAP Essential)
2. Financial Planning & Reporting System (Oracle Planning)
3. Management Reporting & Analytics Tools (Microsoft Excel and Power BI)
4. English Proficiency - able to maintain business conversations
Functional competencies
1. Business Planning / Performance Reporting
2. Global Perspective
3. Financial Process Improvement and Technology Management
4. Business Development
5. Financial Integrity and Control
6. Financial Vision and Acumen
7. Financial Analysis
8. Finance & Accounting Knowledge
Additional information
Communication (internal and external)
Sales
Marketing
Operations
Human Resources
GEIS Division
Eaton Corporate
#LI-MB2
Working conditions
- Work location includes office and home office
Job Decisions
- Makes independent analytical judgments on financial results, forecasts, and projections, ensuring accuracy, consistency, and alignment with business assumptions.
- Determines variance drivers, financial risks, and opportunities, and decides on the appropriate analysis and level of detail to support management decision-making.
- Decides on financial reporting structures, KPIs, and commentary to be presented in management reports and business scorecards.
- Recommends corrective actions and improvement opportunities related to expense control, forecast accuracy, pricing execution, and profitability performance.
- Escalates material risks, significant variances, or policy-related issues to the FP&A Manager or Finance leadership as required by Eaton governance.
All positions may require participation in video and in-person interviews as part of the hiring process. All candidates will be evaluated based on job-related competencies, and all candidates' privacy rights and data security will be protected in accordance with applicable laws.
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.
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)