About the Role
This role is pivotal in driving financial integration and ensuring value realization across transformation initiatives. Acting as the financial anchor for integration programs, this position ensures disciplined planning, cost transparency, and governance while enabling leadership to make confident decisions during periods of change.
Responsibilities
- Own the end-to-end financial integration agenda, ensuring alignment with deal thesis and strategic objectives
- Develop and maintain a robust integration roadmap with defined milestones, KPIs, and accountability owners
- Act as the single source of truth for all integration-related financials
- Partner with business and functional leaders to embed financial rigor into integration execution
- Lead tracking and governance of integration costs, ensuring alignment to approved budgets
- Monitor synergy realization against targets (cost and revenue), proactively identifying risks and mitigation plans
- Provide clear visibility on value capture, ROI, and payback timelines
- Establish disciplined reporting mechanisms for integration spend and benefits
- Integrate transformation impacts into annual budgets and rolling forecasts
- Drive scenario planning to assess risks such as delays, cost overruns, and synergy shortfalls
- Conduct prior-year and baseline analyses to establish credible synergy benchmarks
- Ensure financial plans reflect both operational realities and strategic ambition
- Own and deliver AOCs for Gross Margin (GM) and Support Function Costs (SFC)
- Clearly distinguish integration-driven impacts vs. business-as-usual performance
- Provide transparency into key cost drivers (restructuring, transition costs, efficiencies)
- Validate assumptions and track delivery in partnership with business leaders
- Track R&D investments within the integration scope, ensuring alignment with strategic priorities
- Govern capitalization of R&D costs in line with accounting standards and audit requirements
- Provide clear visibility into innovation spend vs. integration commitments
- Rationalize and harmonize cost structures across legacy and integrated entities
- Establish consistent reporting hierarchies and cost allocation frameworks
- Drive accountability for costs across newly integrated teams
- Enable clean post-integration performance tracking
- Lead quarterly EXCOM reporting on integration progress, including financial performance vs. plan, synergy realization, and key risks, decisions, and trade-offs
- Translate complex financials into clear, executive-ready narratives
- Support leadership with insights that drive timely decision-making
- Establish and enforce a robust financial controls framework across integration programs
- Ensure adherence to governance, compliance, and trust standards
- Identify control gaps and lead continuous improvement initiatives
- Safeguard disciplined use of capital during transformation
- Oversee and validate monthly payroll accuracy and completeness
- Ensure alignment with budgeting assumptions and workforce plans
- Strengthening controls and transparency in people-related costs
- Own and oversee the month-end close process for integration-related entities and adjustments
- Ensure accurate, timely, and compliant financial reporting during integration phases
- Review and validate integration-related journal entries, accruals, and adjustments
- Partner with Accounting/Controllership teams to ensure alignment between management reporting and statutory reporting
- Ensure proper classification of integration costs (e.g., restructuring, one-time vs. recurring)
- Drive consistency between reported financials and integration tracking (synergies, costs, AOCs)
- Identify and resolve discrepancies between ERP financials and integration reporting decks
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
- MBA, CPA, CMA, or equivalent professional qualification (strongly preferred)
- 8–12+ years of progressive finance experience
- Proven track record in M&A integration, transformation programs, or large-scale strategic initiatives
- Strong experience in FP&A, budgeting, forecasting, and financial modeling
- Strong experience in month-end close, financial reporting, and controllership processes
- Experience ensuring alignment between management reporting and statutory financials
- Experience in synergy tracking, cost optimization, and value realization frameworks
- Exposure to manufacturing, industrial, or complex multi-entity environments preferred
- Experience working with senior leadership
- Advanced financial modeling and scenario analysis
- Strong understanding of cost structures (GM, SFC, overheads)
- Familiarity with ERP systems (e.g., SAP, Oracle) and reporting tools (Power BI, Tableau)
- Strong knowledge of accounting principles, including financial close processes, journal entries, accruals, capitalization, and cost allocation
- Understanding of financial close cycles, reconciliations, and audit requirements
- Strategic yet hands-on—able to move between detail and big-picture seamlessly
- Strong analytical mindset with a focus on value creation and cost discipline
- Comfortable operating in ambiguity and fast-paced, evolving environments
- High ownership and accountability with a governance-first mindset
- Exceptional stakeholder management and influencing skills
- Clear communicator who can simplify complexity for executive audiences
- Strong attention to detail with a no-surprises mindset in financial reporting
Skills
- Financial integration
- Value realization
- Financial planning
- Cost transparency
- Governance
- Synergy capture
- Budgeting
- Forecasting
- Financial modeling
- Month-end close
- Financial reporting
- Controllership
- M&A integration
- Transformation programs
- Strategic initiatives
- FP&A
- Synergy tracking
- Cost optimization
- Value realization frameworks
- ERP systems (SAP, Oracle)
- Power BI
- Tableau
- Accounting principles
- Journal entries
- Accruals
- Capitalization
- Cost allocation
- Financial close cycles
- Reconciliations
- Audit requirements
- Scenario analysis
- Cost structures (GM, SFC, overheads)
- Stakeholder management
- Influencing skills
- Executive communication
Location
- Lancaster, NY
Work Type
- Onsite (5 days a week)
- Remote (situationally and as needed)
Experience Level
- 8-12+ years of progressive finance experience
Education Level
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- MBA, CPA, CMA, or equivalent professional qualification (strongly preferred)
Salary/Compensations
- USD 101,600 - USD 152,400 per year
Benefits
- Medical (with member reward points)
- Dental
- Vision
- Basic life insurance
- Benefit Bucks
- Flexible work arrangements
- Paid family leaves
- Well-being programs
- 12 holidays per year
- 15 days of paid time off per year
- Company share ownership
- 401(k) with match
- Performance discussions
- Global opportunities
- Schneider Career Hub
- Learning platforms like Coursera
- Collaboration
- Recognition
- Sharing your voice
- Inclusive workplace
- Volunteer leave
- Programs with the Schneider Electric Foundation
- Youth education initiatives
- Military leave benefits
About the Company
- €40 billion global revenue
- +9% organic growth
- 150 000+ employees in 100+ countries
- Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best.
- We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values.
- We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
- At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value.
- Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders.
Equal Opportunity
- Schneider Electric is an Equal Opportunity Employer.
- It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
