Senior Analyst, Financial Planning and Analysis

Summary

The Senior Financial Analyst will play a critical role within the Global ER&D Business Finance organization, supporting all aspects of Fixed Costs and Capex financial management. This role is 90% operational and 10% strategic, with a focus on forecast accuracy, monthly actuals review, variance analysis, and effective business partnering with global engineering leaders.
The ideal candidate brings strong analytical rigor, a statistical mindset, and a continuous improvement approach to streamline processes, enhance data accuracy, and elevate decision-making across the ER&D function.

Responsibilities

• Own monthly and quarterly Fixed Cost and Capex forecast cycles, ensuring accuracy, alignment to targets, and timely updates to leadership.
• Review monthly actuals vs. forecast vs. target, providing clear, concise, and action-oriented variance analysis.
• Partner closely with ER&D Directors, Managers, and Project Teams to explain financial results, identify risks & opportunities, and propose mitigation actions.
• Prepare and support executive-level presentations, including monthly ER&D financial slides and QBR content.
• Monitor Capex initiatives, track NPDI project spend, validate business cases, and support governance processes.
• Request and validate journal entries to ensure the general ledger accurately reflects business activity.
• Perform deep-dive analytics to identify cost optimization opportunities and efficiency gains across ER&D.
• Support and enhance core processes—including forecast models, reporting packages, and intake workflows—leveraging automation and advanced tools where possible.
• Collaborate with peers across Finance and Engineering to promote transparency, consistency, and continuous improvement.
• Maintain a strong statistical mindset to evaluate trends, improve forecasting models, and bring data-driven thinking to recurring processes.
• Proactively seek out development opportunities, learn new tools, and contribute to building a high-performing team culture.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or related discipline.
• Minimum of 2+ years of financial analysis experience (FP&A, cost analysis, operational finance, or similar).
• Strong analytical, modeling, and problem-solving skills with a statistics-oriented approach to data.
• Advanced proficiency with Excel and experience working with financial systems.
• Ability to present insights clearly across all levels, including senior leadership.
• Demonstrated ability to manage multiple priorities, operate with urgency, and meet tight deadlines.
• High attention to detail and commitment to accuracy.
• Strong communication and business partnering skills.

Preferred Qualifications

• Hands-on experience with HFM/EPM, Oracle EBS, PowerQuery, or Alteryx.
• Experience supporting Fixed Costs and/or Capex in a global environment.
• Background working with ER&D, product development, or operational teams.
• Experience preparing executive-level financial presentations.
• Demonstrated success in continuous improvement, automation, or process redesign efforts.

Physical & Environmental Demands: -

• None

Travel Required: -

• <5%

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 industria