{"id":3898991,"url":"https://alion.io/job/a-o-smith-sr-financial-planning-analysis","title":"Sr. Financial Planning & Analysis","company":{"id":1972085,"name":"A. O. Smith","domain":"aosmith.com","url":"https://alion.io/company/aosmith","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Milwaukee, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-11-07T00:03:09Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-10T12:09:07Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Company / Location Information\nA.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.\nPrimary Function\nThe Senior Financial Analyst, Corporate FP&A provides analytical support to the Senior Manager, Corporate FP&A and the Director, Business Finance & Enterprise Performance. This role supports financial planning, forecasting, management reporting, corporate function finance, enterprise performance reporting, capital and IT investment analysis, working capital analytics, and productivity tracking. The position helps develop accurate analysis, dashboards, and executive-ready materials that support business decisions and improve financial visibility across the organization.\nResponsibilities\nFinancial Planning, Forecasting, and Performance Analysis\nSupport annual planning, quarterly forecasting, monthly outlooks, and long-range planning processes.\nPrepare and consolidate financial schedules, templates, analyses, and reporting packages for business units and corporate functions.\nAnalyze performance versus plan, forecast, and prior year, identifying key drivers, risks, and opportunities.\nDevelop financial models and scenario analyses to support forecasting, resource allocation, and investment decisions.\nReporting, Dashboards, and Business Insights\nDevelop and maintain management reporting packages, dashboards, scorecards, and financial summaries.\nTranslate financial and operational data into clear insights for senior leadership.\nSupport Board, earnings, investor relations, and other executive materials as needed.\nCorporate Function Finance and Decision Support\nSupport finance activities for corporate functions, including budget development, forecasting, headcount planning, spend analysis, and decision support.\nPrepare analyses for business cases, resource allocation reviews, and corporate function initiatives.\nIdentify trends, variances, and opportunities to improve financial discipline and accountability.\nFP&A Process Improvement and Transformation\nSupport improvements to FP&A and business finance processes, templates, models, dashboards, and reporting tools.\nAssist with automation, standardization, and documentation of recurring reporting and planning activities.\nSupport enterprise productivity tracking, including savings validation, benefits realization, and reporting.\nEnterprise Performance, Capital Governance, and Working Capital Analytics\nSupport enterprise performance reporting, including KPI tracking, monthly operating reviews, executive dashboards, and business performance analysis.\nAssist with capital and IT investment analysis, including business case support, prioritization, and post-investment tracking.\nDevelop working capital analytics related to inventory, receivables, payables, cash flow, and forecasts.\nUse SAP, OneStream, Excel, PowerPoint, and other tools to improve reporting accuracy, visibility, and efficiency.\nQualifications\nBachelor's degree in finance, accounting, economics, business, or related field required.\n4-7 years of experience in FP&A, corporate finance, business finance, accounting, or a related analytical role.\nExperience supporting planning, forecasting, management reporting, variance analysis, and financial modeling.\nStrong Excel and PowerPoint skills required; experience with SAP, Co-Pilot, OneStream, or similar planning and reporting tools preferred.\nAbility to analyze financial results, summarize key drivers, and prepare clear materials for management review.\nManufacturing, industrial, multi-site, or public company experience preferred.\nStrong analytical skills and financial acumen.\nClear written and verbal communication.\nHigh attention to detail and commitment to accuracy.\nCollaborative working style and ability to build effective business partnerships.\nProcess improvement mindset and comfort working with data, systems, and reporting tools.\nAbility to manage multiple priorities and meet deadlines in a fast-paced environment\nWe Offer\nCompetitive compensation package and comprehensive benefits plans which include medical and dental insurance, company-sponsored life insurance, retirement security savings plan, short- and long-term disability programs and tuition assistance.\nADA Statement & EEO Statement\nIn developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status.\nWe also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.","description_format":"text","description_chars":5501,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Dental insurance","Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Home Appliances","HVAC & Refrigeration"],"lifecycle":[{"event":"open","at":"2026-11-07T00:03:09Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 9 · green card filings: 2","filings_12m":9,"filings_prev_12m":9,"green_card_filings_12m":2,"median_offered_wage_usd":120682,"route":null,"cap_exempt":false,"checked_at":"2026-11-10T11:34:35+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":22,"reasons":["conf:0","win:early"],"computed_at":"2026-11-10T06:52:35Z"},"pay":null,"html_url":"https://alion.io/job/a-o-smith-sr-financial-planning-analysis","json_url":"https://alion.io/job/a-o-smith-sr-financial-planning-analysis.json","meta":{"generated_at":"2026-11-10T13:22:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31110,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1972085},"rest":"https://alion.io/mcp/rest/get_company?id=1972085"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fa-o-smith-sr-financial-planning-analysis"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fa-o-smith-sr-financial-planning-analysis"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fa-o-smith-sr-financial-planning-analysis"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/a-o-smith-sr-financial-planning-analysis\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fa-o-smith-sr-financial-planning-analysis"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3898991}},{"tool":"search_jobs","arguments":{"company":"aosmith.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3898991},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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