Senior Financial Analyst

Position Summary

The Senior Financial Analyst will support the Finance Business Partner and broader team across the Global Power Management Business Unit by contributing to planning, reporting, and analytical activities for the Switchgear and Busbar product lines. This role requires developing financial modeling, forecasting, variance analysis, and communication skills, along with the ability to work effectively with Product Management, Offering, Engineering, Cost Management, and regional Finance teams. The position will assist with timely analysis, support US business-hours coverage, and contribute to improved reporting quality and financial visibility across the business.

Responsibilities

Product Line Financial Performance and Business Partnership

• Support the Finance Business Partner for the Switchgear and Busbar product lines by preparing analysis, reports, and materials for Product Management, Offering, Engineering, Cost Management, and regional Finance teams.
• Assist with monthly performance reviews by gathering and organizing data on orders, sales, variable contribution margin, backlog, product mix, fixed costs, and key operating drivers.
• Prepare financial summaries that highlight variances and flag potential risks or opportunities for review by the Finance Business Partner and Product Line leadership.
• Contribute to commentary and materials for monthly and quarterly business reviews under the guidance of the Senior FP&A Manager.

Planning, Forecasting, and Resource Management

• Support monthly forecasts, the annual operating plan, and the three-year financial plan for Switchgear and Busbar by compiling data, building models, and reconciling regional and product-level assumptions under guidance.
• Assist with broader Power BU forecast consolidation and scenario analysis as directed.
• Help track fixed cost, headcount, operating expense, and capital investment actuals against forecasts; identify discrepancies and escalate unsupported assumptions for review.
• Help maintain visibility to forecast changes and funding requirements and escalate gaps or issues to the Senior FP&A Manager.

Investment, Product, and Margin Support

• Assist with preparing financial materials for NPDI gate reviews by compiling revenue, margin, development cost, headcount, capital, timing, and risk data for validation by senior team members.
• Support investment return analysis by building models using cash flow, NPV, IRR, and payback calculations under direction; present findings to the Senior FP&A Manager for review.
• Assist Product, Engineering, and Cost Management teams with data gathering and analysis related to product cost, pricing, margin improvement, VAVE, and cost-out initiatives.
• Help track approved investments against the original business case and flag variances for review.

Global Reporting and Cross-Regional Coordination

• Support coordination with regional Finance teams to reconcile data and compile information needed to align assumptions across AMER, EMEA, and Asia.
• Contribute to global reporting standardization and process improvement efforts by maintaining templates, updating definitions, and supporting EPH-related finance initiatives as assigned.
• Provide same-day data pulls, follow-up, and preliminary analysis during US business hours; document meeting decisions and maintain effective handoffs with GC-based analysts.
• Work under the guidance of the Senior FP&A Manager during US afternoons to turn morning stakeholder discussions into same-day analysis and action items.
• Help improve reporting efficiency and data quality by using available financial systems and analytical tools and by identifying opportunities to reduce manual work.

Key Capabilities

• Financial Analysis and Modeling: Developing financial modeling, forecasting, variance analysis, and management reporting skills, with exposure to cash flow, NPV, IRR, payback, and business-case calculations.
• Business Partnership: Ability to prepare accurate financial summaries, flag variances and risks, and support senior analysts in developing insights and recommendations.
• Effective Communication: Good written and spoken English, with the ability to ask clarifying questions, participate in meetings, and contribute to clear commentary and presentation materials.
• Collaborative Mindset: Ability to work across functions, regions, and time zones and support Product Management, Offering, Engineering, Cost Management, and Finance teams.
• Ownership and Prioritization: Ability to manage assigned tasks reliably, maintain effective handoffs, and follow through on action items with guidance from the Senior FP&A Manager.

Qualifications

• Bachelor's Degree: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Work Experience: 4-6 of experience in FP&A, business finance, commercial finance, or a related analytical role.
• Technical Skills: Proficiency in Excel and the ability to contribute to presentations in PowerPoint.
• Communication and Collaboration: Good written and spoken English and the ability to collaborate effectively across functions, regions, and time zones.

Preferred Skills

• Industry Experience: Exposure to a global manufacturing, technology, data center infrastructure, or engineered-product environment.
• Functional Partnership: Familiarity with Product Management, Engineering, R&D, or product-line functions.
• Financial Knowledge: Familiarity with product costing, contribution margin, CAPEX, fixed cost, headcount planning, and investment business cases.
• Systems and Analytics: Exposure to ERP, planning, business intelligence, or data analysis tools such as Oracle, SAP, Hyperion, Planful, Power BI, or SQL.
• Executive Support: Experience contributing to monthly or quarterly business review materials.

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