Finance Data Solutions Lead

at  Rockwell Automation

Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.
We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!
Job Description
The Finance Data Solutions Lead is responsible for delivering financial and management reporting for the Finance organization and its partners. The Finance Data Solutions Lead role is a highly collaborative role working with the Finance function and the IT organization to establish an enterprise analytics platform. The Finance Data Solutions Lead must understand the finance reporting and analytics environment in the broader context of the enterprise’s business systems and data architecture. This position is expected to provide thought leadership in information design and visualization tools, along with educating members of the organization on how to best use the reporting and analytics environment. The role will be a key liaison between the Finance organization, IT and finance business partners in helping Rockwell Automation migrate to centralized reporting using a Microsoft Power BI technology platform.

Essential Functions:

• Lead the Finance Data Solutions Team and manage the finance data solutions roadmap
• Understand and document analytics requirements from the Finance organization, creates technical documentation, and delivers data models/views according to those requirements
• Designs, develops and tests new Finance Data applications using Azure Analysis Services and Power BI, including incremental enhancements and support of the existing platform
• Collaborates with the Finance organization, Information Technology and the Data Analytics & Insights teams to deliver business intelligence and analytics outputs that meet users reporting needs and to resolve system issues
• Collaborates with business systems analysts and product owners from other functions to define requirements for usage of Finance Business Intelligence data sets
• Establish and govern a Finance data solutions implementation roadmap including strategic priorities for development of information based capabilities
• Responsible for a report lifecycle framework including decommissioning legacy solutions
• Understands required system security to ensure data is shared appropriately, in compliance with Rockwell’s Safeguarding Sensitive Information policy
• Proactively monitors industry trends and identifies opportunities to implement new technologies
• Introduces and accelerates new technologies and methodologies to support digital transformation

Basic Qualifications:

• Bachelor’s degree in accounting, finance, information technology and/or business administration

Preferred Qualifications:

• Typically requires a minimum of 5 years of related experience
• Advanced knowledge and experience with Power BI, Power Query, Azure Analysis Services
• Other Power Platform knowledge and experience in technologies like Power Apps and Power Automate is desirable
• Working knowledge of SAP, Hyperion Financial Management (HFM), Hyperion Planning (HP), Oracle EPM and Microsoft productivity tools preferred
• Must exhibit excellent interpersonal, verbal and written communication skills
• Experience with Agile development, SCRUM methodologies, and system/process documentation
• Ability to translate technical issues into terms understandable and actionable for different audiences
• Adept at leveraging systems to drive efficiencies and develop creative solutions for reporting needs
• Experience building and/or implementing strategic financial reporting and analytics roadmaps
• Strong leadership and negotiation skills with business and technical groups
• Ability to adapt quickly to new technologies and changing business requirements
• Project Management experience (scope, schedule, status, issues, risks management, dependencies, decisions)

IPC (Information Processing Capability)

• Strong analytical skills; ability to distill information from disparate data sources and the capability to tell the “story” behind it, as well as recommendations for next steps
• Ability to manage competing demands, accept criticism and constructive feedback, while being extremely adaptable and flexible
• Exercise judgment within defined procedures and practices to determine appropriate action
• Ability to understand complex data structures with project interdependencies and drive reporting solutions for the stakeholders.

Temperament

• Good listening skills to assess customer needs and understand requirements
• Successfully transfers skills and knowledge to other individuals or groups
• Intellectual curiosity and the ability to question partners across functional areas
• Seeks and incorporates relevant perspectives when assessing a situation, making a decision or presenting
• Ability to ask the right questions and challenge status quo when necessary

Accepts Role Requirements

• Ability to work effectively across time zones, businesses, and functions to resolve issues
• Experience working with Offshore team resources
• Collaborate within various IT, business capability teams and business stakeholders to achieve maximum business value
• Ability to manage multiple assignments and projects with varying deadlines from multiple customers
• Enthusiasm for relationship building and partnership across the organization at all levels
• Actively pursues personal continuous learning and development of skills

Rockwell Automation’s hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office

Essential Functions:

• Lead the Finance Data Solutions Team and manage the finance data solutions roadmap
• Understand and document analytics requirements from the Finance organization, creates technical documentation, and delivers data models/views according to those requirements
• Designs, develops and tests new Finance Data applications using Azure Analysis Services and Power BI, including incremental enhancements and support of the existing platform
• Collaborates with the Finance organization, Information Technology and the Data Analytics & Insights teams to deliver business intelligence and analytics outputs that meet users reporting needs and to resolve system issues
• Collaborates with business systems analysts and product owners from other functions to define requirements for usage of Finance Business Intelligence data sets
• Establish and govern a Finance data solutions implementation roadmap including strategic priorities for development of information based capabilities
• Responsible for a report lifecycle framework including decommissioning legacy solutions
• Understands required system security to ensure data is shared appropriately, in compliance with Rockwell’s Safeguarding Sensitive Information policy
• Proactively monitors industry trends and identifies opportunities to implement new technologies
• Introduces and accelerates new technologies and methodologies to support digital transformatio

Accepts Role Requirements

• Ability to work effectively across time zones, businesses, and functions to resolve issues
• Experience working with Offshore team resources
• Collaborate within various IT, business capability teams and business stakeholders to achieve maximum business value
• Ability to manage multiple assignments and projects with varying deadlines from multiple customers
• Enthusiasm for relationship building and partnership across the organization at all levels
• Actively pursues personal continuous learning and development of skill