Trade Financial Planning & Performance Analyst

Trade Financial Planning & Performance Analyst

Rockwell Automation is seeking a Trade Financial Planning & Performance Analyst to lead financial planning, forecasting, and performance management for Americas trade and duty spend. In this role, you will partner with Trade Compliance, Tax, Sourcing, Operations, and Finance to deliver data-driven insights that improve cost visibility, support strategic decision-making, and help manage financial exposure related to global trade regulations and tariff changes. You will play a key role in advancing analytics and reporting capabilities, standardizing financial processes, and driving continuous improvement across trade finance activities in the Americas.

You will have a hybrid schedule working in Milwaukee, WI, Mayfield Heights, OH, or Whitestown, IN and will report to the Supervisor, Global Logistics Performance & Freight Claims.

Your Responsibilities:

• Lead cross-functional financial reviews with stakeholders across Finance, Trade Management, Tax, Sourcing, Operations, and other business functions.
• Own the Annual Operating Plan (AOP), forecasting, monthly spend reviews, accrual management, and productivity reporting for Americas trade and duty spend.
• Deliver insights and recommendations that improve cost visibility, support strategic decisions, and strengthen financial discipline.
• Standardize financial processes, reporting, and best practices across the Americas region.
• Enhance analytics and reporting capabilities while driving continuous improvement through automation and AI-enabled solutions.
• Assess and communicate financial exposure related to trade regulations, tariffs, and import/export activities.
• Provide guidance on trade compliance analytics, financial controls, and best practices.
• Oversee brokerage spend audit activities and partner globally to support financial standardization efforts.
• Present financial impacts and recommendations to leadership and other key stakeholders.
• Build strong cross-functional partnerships and promote a culture of collaboration and continuous improvement.

The Essentials - You Will Have:

• Bachelor's Degree in Relevant Field.
• Legal authorization to work in the U.S. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

The Preferred - You Might Also Have:

• Typically requires a minimum of 5 years of related experience.
• Bachelor's degree in Finance, Accounting, Supply Chain, Economics, or a related field.
• 5+ years in FP&A, trade finance, trade compliance, global logistics finance, import/export, or customs.
• Background supporting trade and customs activities within a large multinational organization.
• Knowledge of international trade, business analytics, and duty/tariff modeling.
• Proven capability in financial planning, forecasting, financial modeling, and variance analysis.
• Exposure to global, cross-functional business environments.
• Advanced proficiency in Excel and data analytics tools such as Power BI, Python, SQL, SAP, Access, or Copilot.
• Working knowledge of Access databases.
• Demonstrated success presenting complex financial analyses and recommendations to senior leadership.
• Track record of implementing process improvements, automation, or analytics-driven efficiencies.

What We Offer:

• Health Insurance including Medical, Dental and Vision
• 401k
• Paid Time off
• Parental and Caregiver Leave
• Flexible Work Schedule where you will work with your manager to enjoy a work schedule that can be flexible with your personal life.
• To learn more about our benefits package, please visit at

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.

This position is part of a job family. Experience will be the determining factor for position level and compensation.

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We are an Equal Opportunity Employer including disability and veterans.

If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at View phone number on click.appcast.io.

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.