Business Finance Specialist

About the role

Schneider Electric has a 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. 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. Success in this role means becoming the go-to expert for North America's forecasting and planning processes, independently leading the rolling forecast process, executing a seamless annual Proforma cycle, building strong partnerships across finance teams, and delivering accurate, insightful information that supports executive decision-making.

Responsibilities

• 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.
• 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.
• 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.
• 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.

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.

Skills

• 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)

Benefits

• 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
• 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
• Collaboration, recognition, sharing your voice, inclusive workplace
• Volunteer leave, programs with the Schneider Electric Foundation, youth education initiatives, military leave benefits

Pay

For this U.S. based position, the expected pay range is USD 101,600 - USD 152,400 per year.