Finance Process Excellence & Digital Transformation Analyst

Join a dynamic Finance Transformation team where you will help shape how Finance operates through process transformation, technology adoption, automation, data analytics, and AI-enabled solutions. This role is ideal for someone who enjoys connecting the dots between Finance, business processes, data, and technology. You will work in an evolving environment, helping bring structure to complex processes, identify root causes behind financial and operational challenges, and translate business needs into scalable digital solutions. You will collaborate closely with Finance, Digital Factory, IT, Data, and Operations teams, supporting initiatives across the U.S. services scope and helping Finance successfully adopt new systems, ERP solutions, analytics capabilities, and emerging AI technologies. We are looking for someone who is comfortable operating in an environment where not everything is fully defined yet, and who can take a problem from Point A to Point B by creating clarity, structure, and an actionable transformation roadmap.

Key Responsibilities

• Lead and support Finance Transformation initiatives, identifying opportunities to simplify, standardize, automate, and optimize financial processes.

• Analyze financial and operational processes to identify root causes, margin drivers, inefficiencies, and improvement opportunities.

• Translate complex or unstructured business challenges into clear processes, requirements, solutions, and implementation plans.

• Support the adoption and implementation of new ERP systems and digital platforms, including change management, process alignment, and user adoption.

• Partner closely with Finance, Digital Factory, IT, Data, and Operations teams to design and implement scalable solutions.

• Develop and improve analytics, reporting, dashboards, data models, and digital solutions using tools such as Excel, SQL, Python, Power BI, Tableau, Power Platform, Databricks, and Microsoft Copilot.

• Identify opportunities to incorporate AI and emerging technologies into Finance processes and workflows.

• Improve data governance, reporting standards, process documentation, and controls to create sustainable ways of working.

• Drive stakeholder alignment and facilitate collaboration across teams, especially when navigating processes with limited existing structure or documentation.

• Support Finance teams in understanding the business drivers behind financial performance and identifying where process, system, or data improvements are needed.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Business Administration, Industrial Engineering, Data Analytics, Information Systems, Computer Science, or a related field.

• Solid understanding of Finance concepts and financial processes, with the ability to understand how operational and process issues can impact financial performance and margins.

• Experience in one or more of the following areas:

  • Finance Transformation
  • Digital Transformation
  • ERP implementation or adoption
  • Process Excellence / Continuous Improvement
  • Data Analytics
  • Automation

• Strong experience working with new system adoption and change initiatives, preferably involving ERP platforms.

• Experience with SAP is highly desirable.

• Exposure to DFL or similar Finance/Digital transformation environments is a plus.

• Experience working with analytics, automation, or AI-enabled tools such as Power BI, Power Platform, Databricks, Microsoft Copilot, SQL, Python, or similar technologies is highly desirable.

• Ability to navigate ambiguous and unstructured environments, establish priorities, and bring structure to complex problems.

• Strong analytical and problem-solving skills, with the ability to move from identifying a problem to designing and implementing a practical solution.

• Strong stakeholder management and cross-functional collaboration skills.

• Ability to translate technical concepts into practical business solutions for Finance stakeholders.

• Advanced English proficiency, with the ability to confidently participate in meetings, presentations, and business discussions with U.S.-based stakeholders.

Location: Mexico City (Polanco) or Monterrey.

Why Join Us?

• Play a key role in shaping and transforming the way Finance operates.

• Work on high-impact Finance Transformation, ERP adoption, automation, and AI initiatives.

• Gain hands-on exposure to technologies such as Microsoft Copilot, Databricks, Power Platform, analytics, and automation solutions.

• Collaborate with Finance, Digital, Data, IT, and Operations stakeholders across Mexico and the U.S.

• Develop a highly marketable skill set at the intersection of Finance, Technology, Data, AI, and Transformation.

• Join an evolving environment where you will have the opportunity to create structure, influence new ways of working, and drive meaningful change.

Rewards designed for you

Our Total Rewards is our way of saying: We see you and we value you. It’s more than just pay and benefits—it’s a meaningful investment in you. It is designed to help you perform, grow, feel safe, and elevate your potential. The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community. At Schneider Electric, we’re here for what matters most to you. Discover more at our Career Page.

• Country-specific programs and initiatives may be available.

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us. IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world. We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one. Become an IMPACT Maker with Schneider Electric – apply today!

• €40 billion global revenue

• +9% organic growth

• 150 000+ employees in 100+ countries

You must submit an online application to be considered for any position with us. This position will be posted until filled. 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. You can find out more about our Trust Charter here 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.