Trade Financial Planning & Performance Analyst

Rockwell Automation

Trade Financial Planning & Performance Analyst leading financial planning and performance management for Americas trade and duty spend at Rockwell Automation.

Posted 7/16/2026full-timeMilwaukee • Ohio, Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, forecasting, and trade compliance analytics, with a strong focus on process improvement and automation. Proven ability to lead cross-functional financial reviews and present insights to senior leadership.

Highest-signal resume keywords

Financial PlanningTrade Compliance AnalyticsData Analytics ToolsProcess ImprovementCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingVariance AnalysisDuty/Tariff ModelingFinancial Reporting

Soft Skills

CollaborationCommunicationLeadership

Tools & Technologies

ExcelPower BIPythonSQLSAP

Industry Keywords

FP&ATrade FinanceGlobal Logistics FinanceImport/ExportCustoms

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
Standardize financial processes, reporting, and best practices across the Americas region.
Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
Provide guidance on trade compliance analytics, financial controls, and best practices.
Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
Present financial impacts and recommendations to leadership and other key stakeholders.
Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.

Requirements

What you’ll need

Bachelor's Degree in Relevant Field
Legal authorization to work in the U.S.
Typically requires a minimum of 5 years of related experience.
Bachelor's degree in Finance, Accounting, Supply Chain, Economics, or a related field.
5+ years in FP&A, trade finance, trade compliance, global logistics finance, import/export, or customs.
Background supporting trade and customs activities within a large multinational organization.
Knowledge of international trade, business analytics, and duty/tariff modeling.
Proven capability in financial planning, forecasting, financial modeling, and variance analysis.
Exposure to global, cross-functional business environments.
Advanced proficiency in Excel and data analytics tools such as Power BI, Python, SQL, SAP, Access, or Copilot.
Working knowledge of Access databases.
Demonstrated success presenting complex financial analyses and recommendations to senior leadership.
Track record of implementing process improvements, automation, or analytics-driven efficiencies.

Benefits

Comp & perks

Health Insurance including Medical, Dental and Vision
401k
Paid Time off
Parental and Caregiver Leave
Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.