Cloud & AI Finance Planning Analyst
Core
Financial planning, budgeting, analytics, and investment governance for technology and cloud/AI projects.
Role type
Senior FP&A Analyst (FinOps focus)
Builds
Financial models, dashboards, and reports for strategic decision-making
Domain
Technology Finance / FinOps
Deliverable
dashboards & analysis (via careerplan.io/jobs/R26-6728-cloud-ai-finance-planning-analyst-at-rockwellautomation)
Required skills
Financial planning & analysis, budgeting, forecasting, variance analysis, financial modeling, cost efficiency analysis, executive reporting, Power BI, data analysis
Preferred skills
Technology/IT organization experience, investment governance, cloud computing cost management, ERP platforms, large dataset handling, MBA or finance certification
Technologies
Power BI, Excel, ERP platforms
Responsibilities
Partner with business leaders and IT to support annual budgeting and long-range planning; Perform financial analysis and variance reporting; Promote financial models for strategic decision-making; Monitor spending patterns and recommend cost efficiency improvements; Prepare monthly, quarterly, and annual financial reports; Support month-end close and forecasting cycles; Create dashboards using Power BI; Evaluate business cases and investment proposals; Develop metrics standards for financial accountability; Identify opportunities to automate reporting processes.