Eaton Corporation Financial Planning Analyst in Cleveland, Ohio

Eaton’s Corporate Industrial Sector is seeking a Financial Planning Analyst. The Financial Planning Analyst will be based at our Beachwood, OH Headquarters.

Position Overview:

The Financial Planning Analyst is responsible for ensuring accurate and timely analysis and reporting along with accompanying insight and recommendations to influence business decisions. This role coordinates resources as required to ensure completion of functional projects. This role interfaces with senior leadership to deliver the outputs of requested and required analysis to ensure effective organizational planning.

Essential Responsibilities:

  • Analyzing and reporting monthly business performance, with a strong emphasis on providing insights from analysis of business trends

  • Analyzing the key annual Profit Plan inputs and preparing the presentation for executive review

  • Partnering with the business finance teams to analyze, communicate, and take action on key operating issues

  • Developing business proposals for significant capital and other investments

  • Collaborating with cross-functional teams to drive policy and process improvements

  • Building proactive reporting tools and analysis

  • Creating presentations for the Board of Directors and senior leadership meetings

  • Supporting Finance training and development initiatives

  • Preparing the annual Profit Plan for the Industrial Sector functional ledgers and providing

  • monthly guidance and analysis to functional leaders

  • Participating and leading global projects of strategic significance to the Industrial Sector, utilizing direct and indirect resources as required to ensure success

  • Acting as a liaison between Corporate Finance and Accounting and the Sector businesses


Basic Qualifications:

  • Bachelor’s Degree in Finance, Accounting, Business or Economics from an accredited institution is required.

  • Minimum 4 years of accounting/finance experience required.

  • Legally authorized to work in the United States without company sponsorship now or in the future.

Preferred Qualifications:

  • 5 years of progressive accounting or experience within manufacturing preferred.

  • Prior Financial Planning and Analysis experience.

  • Previous experience within a manufacturing plant preferred.

  • Graduate degree in business, finance, or accounting from an accredited institution preferred.

  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred.

  • Working knowledge of financial and ERP systems, as well as proficiency in MS Office products.

  • Advanced Microsoft Excel Experience with ability to create Macros.

  • Visual Basic Applications Experience.

Position Criteria:

  • Thorough knowledge and understanding of accounting principles and concepts.

  • Demonstrates professional presence, communicates articulately and confidently.

  • Exhibits leadership in defending a position and handling conflict.

  • Strong analytical and leadership skills.

  • Ability to prepare and analyze financial and operational analyses/reports.

  • Effectively challenges the status quo and champions new and innovative ideas.

  • Acts as a business partner – sees the big picture – provides broad thought leadership.

  • Ability to effectively work in a cross-functional team environment.

Eaton is a power management company with 2015 sales of $20.9 billion. Eaton provides energy-efficient solutions that help our customers effectively manage electrical, hydraulic and mechanical power more efficiently, safely and sustainably. Eaton has approximately 97,000 employees and sells products to customers in more than 175 countries. For more information, visit

At Eaton, we see things differently. We see opportunities to innovate, go above and beyond, and we work hard because what we do reflects who we are. If you see things differently—if you’re determined, motivated and focused on improving the world around you—then it’s time to see where a career at Eaton can take you. For more information, visit

Eaton is an Equal Opportunity and Affirmative Action Employer. Eaton is committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Job: Finance/Accounting

Region: North America – US/Puerto Rico

Organization: Industrial Sector

Job Level: Individual Contributor

Schedule: Full-time

Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: No

Does this position offer relocation?: Relocation from within United States and / or Puerto Rico

Travel: Yes, 10 % of the Time