Senior Financial Analyst

POSITION SUMMARY

The Senior Financial Analyst will serve as a key finance partner within the Global Power Management Business Unit, owning planning, reporting, and analytical activities for the Switchgear and Busbar product lines. This role requires strong financial modeling, forecasting, variance analysis, and communication skills, along with the ability to independently engage with Product Management, Offering, Engineering, Cost Management, and regional Finance teams. The position will drive timely, high-quality analysis, provide US business-hours coverage, and lead efforts to improve reporting quality and financial visibility across the business.

RESPONSIBILITIES

Product Line Financial Performance and Business Partnership

• Own the financial reporting and analysis cadence for the Switchgear and Busbar product lines, partnering directly with Product Management, Offering, Engineering, Cost Management, and regional Finance teams.

• Lead monthly performance reviews by analyzing orders, sales, variable contribution margin, backlog, product mix, fixed costs, and key operating drivers; proactively surface trends and inflection points.

• Develop financial summaries that clearly articulate variances, risks, and opportunities, and present findings and recommendations to the Finance Business Partner and Product Line leadership.

• Prepare and deliver commentary and materials for monthly and quarterly business reviews, coordinating with the Senior FP&A Manager to ensure alignment and accuracy.

Planning, Forecasting, and Resource Management

• Own the monthly forecast, annual operating plan, and three-year financial plan for Switchgear and Busbar, including building and maintaining models, reconciling regional and product-level assumptions, and driving alignment across stakeholders.

• Contribute to broader Power BU forecast consolidation and lead scenario analysis for the Switchgear and Busbar product lines.

• Track fixed cost, headcount, operating expense, and capital investment actuals against forecasts; investigate discrepancies, challenge unsupported assumptions, and recommend corrective actions.

• Maintain visibility to forecast changes and funding requirements; proactively communicate gaps, risks, and mitigation options to the Senior FP&A Manager.

Investment, Product, and Margin Support

• Prepare and present financial materials for NPDI gate reviews, including revenue, margin, development cost, headcount, capital, timing, and risk analysis, ensuring data integrity and analytical rigor.

• Build and maintain investment return models using cash flow, NPV, IRR, and payback calculations; present findings and recommendations to the Senior FP&A Manager and cross-functional stakeholders.

• Partner with Product, Engineering, and Cost Management teams on product cost analysis, pricing strategy, margin improvement, VAVE, and cost-out initiatives, providing independent financial perspective and recommendations.

• Track approved investments against the original business case, identify variances, and recommend actions to keep projects on track.

Global Reporting and Cross-Regional Coordination

• Coordinate with regional Finance teams to reconcile data and align assumptions across AMER, EMEA, and Asia, driving accountability for data quality and timeliness.

• Lead global reporting standardization and process improvement efforts, including maintaining templates, updating definitions, and driving EPH-related finance initiatives.

• Provide same-day data pulls, analysis, and actionable insights during US business hours; document meeting decisions and ensure effective handoffs with GC-based analysts.

• Partner with the Senior FP&A Manager during US afternoons to translate morning stakeholder discussions into same-day analysis and action items.

• Identify and implement opportunities to improve reporting efficiency and data quality through financial systems, analytical tools, and automation of manual processes.

KEY CAPABILITIES

• Financial Analysis and Modeling: Strong financial modeling, forecasting, variance analysis, and management reporting skills, with demonstrated experience in cash flow, NPV, IRR, payback, and business-case calculations.

• Business Partnership: Ability to independently develop and deliver financial insights, recommendations, and actionable analysis to cross-functional stakeholders, with a track record of influencing business decisions.

• Effective Communication: Strong written and spoken English, with the ability to lead discussions, present findings to senior stakeholders, and produce clear, concise commentary and presentation materials.

• Collaborative Mindset: Proven ability to work across functions, regions, and time zones, building productive relationships with Product Management, Offering, Engineering, Cost Management, and Finance teams.

• Ownership and Prioritization: Demonstrated ability to manage multiple priorities independently, drive accountability for deliverables, and proactively escalate issues with recommended solutions.

QUALIFICATIONS

• Bachelor's Degree: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

• Work Experience: 4–6 years of experience in FP&A, business finance, commercial finance, or a related analytical role.

• Technical Skills: Advanced proficiency in Excel (financial modeling, scenario analysis, data manipulation) and strong presentation skills in PowerPoint.

• Communication and Collaboration: Strong written and spoken English and the ability to independently engage and influence across functions, regions, and time zones.

PREFERRED SKILLS

• Industry Experience: Experience in a global manufacturing, technology, data center infrastructure, or engineered-product environment.

• Functional Partnership: Direct experience partnering with Product Management, Engineering, R&D, or product-line functions on financial analysis and decision support.

• Financial Knowledge: Working knowledge of product costing, contribution margin, CAPEX, fixed cost management, headcount planning, and investment business cases.

• Systems and Analytics: Proficiency in ERP, planning, business intelligence, or data analysis tools such as Oracle, SAP, Hyperion, Planful, Power BI, or SQL.

• Executive Support: Experience preparing and presenting monthly or quarterly business review materials to senior leadership.

• Advanced Education or Certification: MBA, CFA, CPA, or CMA is a plus.

The successful candidate will embrace Vertiv’s Core Principles & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPLES: Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture

• Customer Focus

• Operational Excellence

• Innovation

• Financial Strength

VERTIV BEHAVIORS

• Own it

• Act with urgency

• Foster a customer-first mindset

• Think big and execute

• Lead by example

• Drive continuous improvement

• Learn and seek out development

• Promote transparent & open communication

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertiv.com