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
Rockwell Automation's High Performance Organization is looking for a knowledgeable and detail-oriented Financial Planning Tool Subject Matter Expert (SME) to lead the administration, optimization, and strategic use of our enterprise financial planning and analysis platform. In this role, you'll work closely with Finance, IT, and business stakeholders to ensure the tool effectively supports planning, budgeting, forecasting, and reporting processes across the organization.
You'll serve as the primary contact for the platform, driving continuous improvement, enhancing user experience, and enabling better decision-making through data-driven insights.
You will report to the Manager and working in Hybrid role.
Your Responsibilities:Act as the functional and technical expert for the enterprise financial planning tool
Manage system administration, including user roles, access, data integrations, and updates
Design and maintain planning models, workflows, dashboards, and reports
Collaborate with Finance and other departments to translate business requirements into tool configuration and enhancements
Support data integration with financial, workforce, and operational systems
Create and deliver user training, documentation, and ongoing support to drive adoption
Monitor system performance and proactively address issues and opportunities for improvement
Lead or support enhancement projects, version upgrades, and testing activities
Align planning processes and tool capabilities with organizational goals and best practices
3+ years of experience managing or supporting a cloud-based enterprise planning and analysis platform
Strong understanding of corporate budgeting, forecasting, and financial reporting
Experience with data modeling, report building, and cross-functional collaboration
Work with large datasets and maintain data accuracy and integrity
Strong analytical, troubleshooting, and communication skills
Proven ability to manage priorities and deliver results in a environment.
Familiarity with tools like Atlassian suite and WorkDay Adaptive
Experience supporting or administering enterprise performance management (EPM) or financial planning tools
Familiarity with ERP and HR system integration and planning workflows
Experience participating in tool implementation or transformation projects
Background in corporate FP&A, financial systems, or business applications support
Strong Excel and data analysis skills; experience with scripting or automation tools a plus
Our benefits package includes …
Comprehensive mindfulness programmes with a premium membership to Calm
Volunteer Paid Time off available after 6 months of employment for eligible employees
Company volunteer and donation matching programme – Your volunteer hours or personal cash donations to an eligible charity can be matched with a charitable donation.
Employee Assistance Program
Personalised wellbeing programs through our OnTrack programme
On-demand digital course library for professional development
... and other local benefits!
At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.
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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.
