Senior Analyst, Financial Planning and Analysis

Job DescriptionSummary The Senior Financial Analyst will play a critical role within the Global ER&D Business Finance organization in a Corporate Finance environment, supporting all aspects of ER&D Fixed Cost financial management. This role is 95% operational and 5% strategic, with a strong emphasis on forecast accuracy, monthly actuals review, variance analysis, and effective business partnering with global engineering leaders and accounting. The ideal candidate brings strong analytical rigor, a statistical mindset, and a willingness to learn, along with a continuous improvement approach to enhance data quality, streamline processes, and elevate financial insights across ER&D. Responsibilities Own monthly and quarterly Fixed Cost forecast cycles, ensuring accuracy, alignment to targets, and timely communication to leadership. Review monthly actuals vs. forecast vs. target, providing clear, concise, and actionable variance analysis. Partner closely with ER&D Directors, Managers, and Project Teams to explain financial results, identify risks and opportunities, and recommend corrective actions. Prepare and support executive-level financial presentations for Corporate and ER&D leadership, including monthly staff reviews and QBR materials. Monitor Fixed Cost spend, validate cost drivers, and ensure expenses are accurately reflected in the general ledger. Request, review, and validate journal entries to correct or adjust the general ledger as needed. Perform detailed analytical reviews to identify cost optimization opportunities and operational efficiencies across ER&D. Support and continuously improve core finance processes, forecasting models, and reporting packages through automation and standardization. Collaborate with Corporate Finance, Accounting, and ER&D stakeholders to promote consistency, transparency, and strong financial controls. Apply a statistical and data-driven approach to trend analysis, forecasting accuracy, and recurring variance drivers. Demonstrate curiosity and a willingness to learn, proactively expanding technical skills, system knowledge, and business understanding. Qualifications Bachelor's degree in Finance, Accounting, Economics, Engineering, Statistics, Big Data or a related field. Minimum of 5+ years of experience in financial analysis, FP&A, or operational finance, preferably in a Corporate finance environment. Strong analytical and problem-solving skills with a quantitative/statistical mindset. Advanced proficiency in Excel and experience working within enterprise financial systems. Ability to synthesize complex data into clear insights for non-finance partners and senior leaders. Strong attention to detail, ownership mindset, and ability to manage multiple priorities under deadlines. Effective written and verbal communication skills. Preferred Qualifications Master's degree Experience with EPM, Oracle EBS, PowerQuery, and/or Alteryx. Prior experience supporting ER&D or engineering organizations. Experience preparing and presenting executive-level financial materials in a Corporate setting. Demonstrated success driving continuous improvement, automation, or process enhancements. Comfort operating in a global, matrixed organization with multiple stakeholders. Physical & Environmental Demands: - None Travel Required: - None About Us The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES Customer Focus Operational Excellence High-Performance Culture Innovation Financial Strength OUR 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 At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people. 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 . If you are interested in applying or learning more about this role, please visit the company's career page located on Vertiv.com/Careers 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. About the Team 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 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.

Created: 2026-03-04