Financial Planning Specialist

Eaton’s Corporate Sector is currently seeking a Financial Planning Specialist to join our team. This position can be based at any of the following locations; Beachwood OH, Moon Twp PA, Dallas TX, Irvine CA, Galesburg MI, Highland IL, Syracuse NY, Arden NC, Charlotte NC, Ft Worth TX, or Tualatin OR. Flexible, hybrid work schedule is also available.

Position Overview:

This position is responsible for the management, dissemination, and data integrity of key financial information. Key responsibilities are providing Electrical Sector Management with the first look at the financial state of the business and preparing reports for Sector Management that provide a detailed analysis and understanding of business results measured against Plan, previous forecast, and prior year. This position is relied upon by the Sector Management team for insights into key financial metrics and works across functions and groups/divisions to develop and deliver timely and accurate financial information.

Making what matters work at Eaton takes the passion of every employee around the world. We create an environment where creativity, invention and discovery become reality, each and every day. It’s where bold, bright professionals like you can reach your full potential—and where you can help us reach ours.

In this function you will:

• Support the ENCORE monthly financial reporting process in order to provide high quality, timely, and flawlessly accurate information to the Electrical Sector COO and CFO. Prepare, verify, and analyze for reasonableness various monthly reporting. Produce accurate and sensitive financial data in very short turnaround time conditions to achieve reporting requirements of Sector Management and deliver on or before stated deadlines.
• Establish and maintain collaborative and highly effective working partnerships with the Electrical Sector Business Finance teams in order to ensure that business results and associated issues are understood and can be accurately communicated to Sector Management. This communication ensures that Sector Management has a detailed analysis and understanding of financial state of the segments and divisions.
• Support the preparation of ad hoc presentations at the request of Sector Management to be used in meetings with the business presidents and the Senior Leadership Council. Back up for supporting the preparation of the monthly and quarterly Board of Directors presentation.
• Support the preparation of high quality, timely and flawlessly accurate quarter-end analyses that support and facilitate the external earnings release through financial reference information for the CEO/CFO during the external earnings release webcast, and analysis of organic growth compared to competitors.
• Support the Operations Finance team on consolidated reporting and analysis as it relates to Electrical Sector operating performance.
• Support the annual preparation of the Electrical Sector profit plan including: coordinating with the Electrical groups, consolidating reports and preparing the presentation for the CEO/CFO review.
• Produce accurate ad-hoc data and / or analysis in very short turnaround time conditions to immediate Manager and Sector Management.
• Electrical Sector lead on Operations Finance team finance transformation goals.
• Work collaboratively with the Industrial Sector Finance team to ensure consistency in reporting to Eaton Senior Management

Why work at Eaton? We provide benefits that are industry competitive and focused on employee well-being. Listed below are programs that are offered globally, but program availabilities may vary by site.

• Flexible work options to help balance work/life demands (at participating Eaton sites)
• Healthcare/retirement savings programs
• Competitive compensation packages to reward skills and performance
• Tuition assistance or financial help for ongoing learning and development
• Health, Dental, Vision & Wellness programs
• Donation matching (U.S., Canada, Puerto Rico)

When we embrace the different ideas, perspectives and backgrounds that make each of us unique, we — as individuals and as a company — are stronger.

Qualifications

Required (Basic) Qualifications:

• Bachelor’s degree from an accredited institution is required
• 3 years of financial planning and analysis experience required.
• No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of Beachwood, OH, Moon Twp PA, Irvine CA, Galesburg MI, Highland IL, Syracuse NY, Arden NC, Charlotte NC, Ft Worth TX, or Tualatin OR will be considered. Active Duty Military Service member candidates are exempt from the geographical area limitation
• Must be able to work in the United States without corporate sponsorship now and within the future

Preferred qualifications:

• Finance / accounting background, and broad business experience preferred
• FP&A experience in a manufacturing company or other large global company
• Technically proficient in Longview Solutions (preferred) and Microsoft Office applications.
• Knowledge of Eaton’s corporate structure, segments, accounting and financial policies, corporate calculations, and financial performance metrics

Position Criteria:

• Excellent communication and presentation skills and the ability to work with all levels, functions, and personalities within the organization, including Executive Management and Sector Finance.
• Excellent analytical skills to determine “root-cause” issues and to develop and recommend best possible resolution.
• Able to prioritize multiple requests and / or issues and multi-task to resolve the issues while meeting all stated deadlines within very short turnaround time conditions.
• Manage workload with a sense of urgency, personal ownership, very high standards of customer support, and a constant focus on system data integrity, and flawless product quality

We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees.

The expected annual salary range for this role is $117,113 - $171,765 a year.

Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.

Eaton considers qualified applicants regardless of criminal histories, consistent with local laws. To request a disability-related reasonable accommodation to assist you in your job search, application or interview process, please call us at 412-893-3600 to discuss your specific need. Only accommodation requests will be accepted by this phone number. All other inquiries related to your job search will not be supported by this phone number.

Eaton is an intelligent power management company dedicated to improving the quality of life and protecting the environment for people everywhere. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we’re accelerating the planet’s transition to renewable energy, helping to solve the world’s most urgent power management challenges, and doing what’s best for our stakeholders and all of society. Founded in 1911, Eaton has been listed on the NYSE for nearly a century. We reported revenues of $19.6 billion in 2021 and serve customers in more than 170 countries.

Our culture is built on a strong commitment to practicing our core values and supporting our employees with the tools they need to succeed. We have demonstrated our passion for sustainability with the announcement of cutting carbon emissions from the company’s operations by at least 50 percent by 2030.

Eaton is committed to having a workforce that is diverse and non-discriminatory at all levels, reflecting the diversity of our customers and the varied environments in which we conduct business around the world. Our success depends on our ability to attract and retain the very best people unlimited by race, color, social or economic status, religion, national origin, marital status, age, disability, veteran status, sexual orientation, gender identity or any protected status. Eaton follows relevant non-discrimination laws and regulations in the countries where we operate. It is the policy of the Company to make all decisions regarding employment, including hiring, compensation, training, promotions, transfers, or lay-offs, based on the principle of equal employment opportunity as defined above.

Job: Finance/Accounting

Region: North America – US/Puerto Rico
Organization: Corporate Sector

Job Level: Individual Contributor
Schedule: Full-time
Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: Yes – Hybrid
Does this position offer relocation?: No
Travel: Yes, 10 % of the Time