Business Finance Specialist
Schneider Electric · Dallas, TX · 1 mo ago
HybridAccountingFull-time
We need to output only HTML fragment, no markdown fences, no html/body tags. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to extract content from posting.
Let's parse:
Job description: Schneider Electric hybrid opportunity for Business Finance Specialist based in Boston, Dallas, Nashville. Intro paragraph: "Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America."
Then "In this role, you will support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico."
Then "What Success Looks like in the role: ..." then bullet list? Actually paragraphs.
Then sections: "What You Will Do" with subheadings: Support North America Forecasting & Planning, Lead Critical Financial Processes, Deliver Executive Insights, Drive Finance Transformation. Each with bullet-like sentences.
Then "We know skills and competencies show up in many ways..." then "Role Requirements" list.
Then "Required Tools & Systems Knowledge" list.
Then "Bring your strategic finance expertise to a role that truly matters—apply today!" then a paragraph about Total Rewards, pay range, benefits.
Then benefits details: Care for Yourself and Your Family, Invest and Plan Your Future, Grow Your Skills and Career, Team Up in the Workplace, Support Your Community.
Then other fluff: IMPACT values, etc. Then some stats: €40 billion global revenue etc. Then application instructions etc. Need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove "If you believe this job posting is not compliant..." etc. Also remove "You must submit an online application..." etc. Also remove "Schneider Electric aspires to be the most inclusive..." etc. Also remove "We mirror the diversity..." etc. Also remove "At Schneider Electric, we uphold the highest standards..." etc. Also remove "Schneider Electric is an Equal Opportunity Employer..." etc.
We need to preserve all substantive information: location hybrid, role description, responsibilities, requirements, tools, pay range, benefits details.
We need to decide sections: About the role (intro), Responsibilities (What You Will Do), Requirements (Role Requirements), Qualifications? maybe not separate; Skills (Required Tools & Systems Knowledge), Benefits (benefits list), Pay (pay range), Schedule? Not mentioned schedule specifics; maybe hybrid but not schedule details. Should we include Schedule? The posting mentions hybrid opportunity but not specific schedule; maybe we can include a short note about hybrid work arrangement under Benefits? But schedule section only if posting actually states them. It says hybrid opportunity based in hub locations. That's about location, not schedule. Could include a short p about hybrid work arrangement maybe under Benefits? But we need to follow rule: include a section ONLY when posting has real, specific content for it. For Schedule, we don't have explicit schedule like "Monday-Friday, 9-5". So we should not create Schedule section.
Pay: we have pay range USD 101,600 - USD 152,400 per year. Include Pay section.
Benefits: we have list of benefits: medical (with member reward points), dental, vision, basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, 15 days of paid time off per year, competitive pay and programs including base salary, incentives, company share ownership, 401(k) with match, performance discussions, global opportunities, Schneider Career Hub, learning platforms like Coursera, volunteer leave, programs with Schneider Electric Foundation, youth education initiatives, military leave benefits. Also mention "Total Rewards package outlines all the benefits and support". We'll include Benefits section with ul li.
Responsibilities: we have the "What You Will Do" sections with bullet-like paragraphs. We'll convert each bullet point to li under a ul.
Requirements: list of requirements: Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field. Foundational accounting knowledge and a strong understanding of financial reporting and analysis. Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights. Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders. Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy. Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.
We'll put those as li.
Skills: Required Tools & Systems Knowledge: Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics); Power BI for dashboarding and business performance analysis; AI and automation tools for financial analysis and process optimization (Microsoft Copilot); Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint). We'll list as li.
About the role: intro paragraphs: we can combine into a p.
Location: hybrid opportunity based in Boston, MA; Dallas, TX; or Nashville, TN. Should we include location in About the role? Probably yes as part of description.
We need to avoid repeating job title as heading. Not needed.
We need to output only HTML fragment: use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to extract content from posting.
Let's parse:
Job description: Schneider Electric hybrid opportunity for Business Finance Specialist based in Boston, Dallas, Nashville. Intro paragraph: "Are you a finance professional who enjoys transforming data into insights, partnering across businesses, and influencing executive decision-making? Join Schneider Electric's North America Finance team and play a critical role in forecasting, financial planning, executive reporting, and business performance analysis across North America."
Then "In this role, you will support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico."
Then "What Success Looks like in the role: ..." then bullet list? Actually paragraphs.
Then sections: "What You Will Do" with subheadings: Support North America Forecasting & Planning, Lead Critical Financial Processes, Deliver Executive Insights, Drive Finance Transformation. Each with bullet-like sentences.
Then "We know skills and competencies show up in many ways..." then "Role Requirements" list.
Then "Required Tools & Systems Knowledge" list.
Then "Bring your strategic finance expertise to a role that truly matters—apply today!" then a paragraph about Total Rewards, pay range, benefits.
Then benefits details: Care for Yourself and Your Family, Invest and Plan Your Future, Grow Your Skills and Career, Team Up in the Workplace, Support Your Community.
Then other fluff: IMPACT values, etc. Then some stats: €40 billion global revenue etc. Then application instructions etc. Need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove "If you believe this job posting is not compliant..." etc. Also remove "You must submit an online application..." etc. Also remove "Schneider Electric aspires to be the most inclusive..." etc. Also remove "We mirror the diversity..." etc. Also remove "At Schneider Electric, we uphold the highest standards..." etc. Also remove "Schneider Electric is an Equal Opportunity Employer..." etc.
We need to preserve all substantive information: location hybrid, role description, responsibilities, requirements, tools, pay range, benefits details.
We need to decide sections: About the role (intro), Responsibilities (What You Will Do), Requirements (Role Requirements), Qualifications? maybe not separate; Skills (Required Tools & Systems Knowledge), Benefits (benefits list), Pay (pay range), Schedule? Not mentioned schedule specifics; maybe hybrid but not schedule details. Should we include Schedule? The posting mentions hybrid opportunity but not specific schedule; maybe we can include a short note about hybrid work arrangement under Benefits? But schedule section only if posting actually states them. It says hybrid opportunity based in hub locations. That's about location, not schedule. Could include a short p about hybrid work arrangement maybe under Benefits? But we need to follow rule: include a section ONLY when posting has real, specific content for it. For Schedule, we don't have explicit schedule like "Monday-Friday, 9-5". So we should not create Schedule section.
Pay: we have pay range USD 101,600 - USD 152,400 per year. Include Pay section.
Benefits: we have list of benefits: medical (with member reward points), dental, vision, basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, 15 days of paid time off per year, competitive pay and programs including base salary, incentives, company share ownership, 401(k) with match, performance discussions, global opportunities, Schneider Career Hub, learning platforms like Coursera, volunteer leave, programs with Schneider Electric Foundation, youth education initiatives, military leave benefits. Also mention "Total Rewards package outlines all the benefits and support". We'll include Benefits section with ul li.
Responsibilities: we have the "What You Will Do" sections with bullet-like paragraphs. We'll convert each bullet point to li under a ul.
Requirements: list of requirements: Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field. Foundational accounting knowledge and a strong understanding of financial reporting and analysis. Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights. Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders. Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy. Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.
We'll put those as li.
Skills: Required Tools & Systems Knowledge: Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics); Power BI for dashboarding and business performance analysis; AI and automation tools for financial analysis and process optimization (Microsoft Copilot); Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint). We'll list as li.
About the role: intro paragraphs: we can combine into a p.
Location: hybrid opportunity based in Boston, MA; Dallas, TX; or Nashville, TN. Should we include location in About the role? Probably yes as part of description.
We need to avoid repeating job title as heading. Not needed.
We need to output only HTML fragment: use for section headings, - for lists,
for prose.
We'll structure:
About the role
... (including location and intro)
Responsibilities
- ... each bullet
Requirements
- ... each requirement
Skills
- ... each tool
Benefits
- ... each benefit
Pay
... pay range
We should not include Schedule.
Make sure to preserve all substantive information: also mention "Hybrid opportunity for a Business Finance Specialist to be based in one of the following Schneider Electric Hub locations: Boston,MA; Dallas,TX; or Nashville, TN." Also mention "support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico." Also mention "What Success Looks like in the role:" maybe we can incorporate into responsibilities or About the role? It's substantive; we could include as part of responsibilities or a separate section? But we only have predefined headings; we could incorporate success description into About the role or Responsibilities. Probably include in About the role as additional prose.
Also include "In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America." That's also substantive; we can include in About the role or Responsibilities. Let's put in About the role after location.
Also include "We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position." That's more of encouragement; could be included in Requirements or a note. Might be considered boilerplate? It's not exactly boilerplate but it's a generic encouragement. Might be okay to include in Requirements as a note? But we should preserve substantive info; it's not a requirement but a statement. Could include as a p under Requirements? Might be okay.
But we need to avoid duplication. We'll include a short p after Requirements list: "We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position.
"
Now ensure we removed all boilerplate: EEO, legal, application instructions, etc.
Check for any duplicated lines: we should not repeat.
Now craft HTML.
Let's write About the role p:
"Schneider Electric offers a hybrid opportunity for a Business Finance Specialist based in one of the following Hub locations: Boston, MA; Dallas, TX; or Nashville, TN. As a finance professional, you will transform data into insights, partner across businesses, and influence executive decision-making by supporting North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation. In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America."
That seems comprehensive.
Now Responsibilities: we need to capture each bullet from "What You Will Do" sections.
Original:
Support North America Forecasting & Planning
- Support the North America Rolling Forecast process by consolidating forecast results across businesses.
- Prepare executive summaries, presentations, and financial insights for leadership review.
- Consolidate business commentary and ensure consistency across forecasts and assumptions.
- Serve as a key finance partner to teams across the U.S., Canada, and Mexico throughout the forecasting cycle.
- Provide functional support for forecasting tools and identify opportunities to improve planning processes.
Lead Critical Financial Processes
- Own and lead the annual North America Proforma process, ensuring alignment, accuracy, and timely execution.
- Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance.
- Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy.
Deliver Executive Insights
- Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews, and other senior leadership meetings.
- Consolidate insights from business finance partners and translate complex financial information into clear, actionable recommendations.
- Support ad hoc financial analyses and strategic projects requested by senior leadership.
Drive Finance Transformation
- Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions.
- Implement AI-driven tools and approaches that enhance financial planning, reporting, and business analysis capabilities.
- Help establish best practices that improve efficiency, accuracy, and decision-making across the finance organization.
We'll convert each bullet to li.
Now Requirements list:
- Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field.
- Foundational accounting knowledge and a strong understanding of financial reporting and analysis.
- Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights.
- Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders.
- Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy.
- Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes.
Now Skills list:
- Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics)
- Power BI for dashboarding and business performance analysis
- AI and automation tools for financial analysis and process optimization (Microsoft Copilot)
- Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint)
Now Benefits list: need to capture all benefits mentioned.
From text:
"Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days
- for lists,
for prose. We'll structure:
About the role
... (including location and intro)
Responsibilities
- ... each bullet
Requirements
- ... each requirement
Skills
- ... each tool
Benefits
- ... each benefit
Pay
... pay range
We should not include Schedule. Make sure to preserve all substantive information: also mention "Hybrid opportunity for a Business Finance Specialist to be based in one of the following Schneider Electric Hub locations: Boston,MA; Dallas,TX; or Nashville, TN." Also mention "support North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation to support executive decision-making across the U.S., Canada, and Mexico." Also mention "What Success Looks like in the role:" maybe we can incorporate into responsibilities or About the role? It's substantive; we could include as part of responsibilities or a separate section? But we only have predefined headings; we could incorporate success description into About the role or Responsibilities. Probably include in About the role as additional prose. Also include "In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America." That's also substantive; we can include in About the role or Responsibilities. Let's put in About the role after location. Also include "We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position." That's more of encouragement; could be included in Requirements or a note. Might be considered boilerplate? It's not exactly boilerplate but it's a generic encouragement. Might be okay to include in Requirements as a note? But we should preserve substantive info; it's not a requirement but a statement. Could include as a p under Requirements? Might be okay. But we need to avoid duplication. We'll include a short p after Requirements list: "We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed below, we still encourage you to apply for the position.
" Now ensure we removed all boilerplate: EEO, legal, application instructions, etc. Check for any duplicated lines: we should not repeat. Now craft HTML. Let's write About the role p: "Schneider Electric offers a hybrid opportunity for a Business Finance Specialist based in one of the following Hub locations: Boston, MA; Dallas, TX; or Nashville, TN. As a finance professional, you will transform data into insights, partner across businesses, and influence executive decision-making by supporting North America forecasting, financial planning, executive reporting, and business performance analysis while driving process improvements, strategic projects, and AI-enabled finance transformation. In this role, success means becoming the go-to expert for North America's forecasting and planning processes. You will independently lead the rolling forecast process, execute a seamless annual Proforma cycle, build strong partnerships across finance teams, and deliver accurate, insightful information that supports executive decision-making. Your ability to improve processes, leverage AI, and drive forecast accuracy will have a direct impact on business performance across North America." That seems comprehensive. Now Responsibilities: we need to capture each bullet from "What You Will Do" sections. Original: Support North America Forecasting & Planning - Support the North America Rolling Forecast process by consolidating forecast results across businesses. - Prepare executive summaries, presentations, and financial insights for leadership review. - Consolidate business commentary and ensure consistency across forecasts and assumptions. - Serve as a key finance partner to teams across the U.S., Canada, and Mexico throughout the forecasting cycle. - Provide functional support for forecasting tools and identify opportunities to improve planning processes. Lead Critical Financial Processes - Own and lead the annual North America Proforma process, ensuring alignment, accuracy, and timely execution. - Lead the monthly Latest Thinking process for Orders & Sales by consolidating business inputs and providing an updated view of expected performance. - Perform consistency checks on financial data and challenge assumptions to improve forecast accuracy. Deliver Executive Insights - Prepare executive-level presentations and materials for Quarterly Business Reviews (QBRs), Leadership Team reviews, and other senior leadership meetings. - Consolidate insights from business finance partners and translate complex financial information into clear, actionable recommendations. - Support ad hoc financial analyses and strategic projects requested by senior leadership. Drive Finance Transformation - Identify opportunities to streamline and simplify finance processes through automation and AI-enabled solutions. - Implement AI-driven tools and approaches that enhance financial planning, reporting, and business analysis capabilities. - Help establish best practices that improve efficiency, accuracy, and decision-making across the finance organization. We'll convert each bullet to li. Now Requirements list: - Approximately 4-5 years of experience in finance, financial planning & analysis, business finance, accounting, or a related field. - Foundational accounting knowledge and a strong understanding of financial reporting and analysis. - Experience consolidating financial data, identifying trends and inconsistencies, and providing actionable insights. - Strong presentation and communication skills with the ability to interact confidently with business leaders and finance stakeholders. - Ability to build relationships, influence across teams, and navigate differing perspectives while maintaining data integrity and forecast accuracy. - Continuous improvement mindset with an interest in automation, analytics, and AI-enabled finance processes. Now Skills list: - Advanced Microsoft Excel (Power Query, Pivot Tables, Financial Modeling, Data Analytics) - Power BI for dashboarding and business performance analysis - AI and automation tools for financial analysis and process optimization (Microsoft Copilot) - Collaboration & Productivity Tools (Microsoft PowerPoint, Microsoft Teams, SharePoint) Now Benefits list: need to capture all benefits mentioned. From text: "Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks, flexible work arrangements, paid family leaves, well-being programs, 12 holidays per year, and 15 days