Budget and Profitability Assocai

Swagelok is a global organization and one of the largest employers of manufacturing talent in Northeast Ohio. We are driven by our core values of Quality, Integrity, Respect for the Individual, Customer Focus, Innovation, and Continuous Improvement, which are demonstrated through our daily actions. For over 75 years, our dedication to our core values has been the foundation for our success. Our products have been up into space, down to the bottom of the ocean, and everywhere in between. That same dedication spans to our customers.

Throughout our organization we demonstrate a commitment to these values and those we bring onboard. Whether you want to grow in your role or explore broad opportunities and develop new skills—you’ll thrive in a culture that promotes learning and development.

We strive to be a company where we all can do our best work with a true sense of purpose and belonging. 

Be Connected. Be Valued. Be You.

We hope you’ll consider joining our team.

Responsible for leading Swagelok's annual budget process and providing clear, timely reporting on actual results, forecast performance, and enterprise profitability. This role supports informed decision making by delivering financial analysis and insight that connects budget, forecast, and profitability outcomes to business priorities.

The position serves as a strong business partner across the organization, with a focus on improving financial processes through systems, automation, and other continuous improvement efforts. It provides analysis and reporting related to company-wide profitability, including product profitability, labor strategy, and other profitability-related initiatives that influence financial performance.

This role also supports capital spend budget management and reporting, helping ensure capital resources are tracked effectively and aligned with board-approved budget expectations. It contributes to enterprise-wide capital management by developing and using metrics and systems that support sound financial decisions and disciplined capital allocation.

As a critical role in the finance team, this role is expected to bring strong financial acumen, analytical rigor, and a broad understanding of business operations to improve visibility into performance and support organizational planning. The role helps strengthen financial stewardship, enhance reporting quality, and advance Swagelok's commitment to customer focus, integrity, quality, and continuous improvement.

Essential Duties and Responsibilities:

• Supports and coordinates annual operating plan and budget activities by compiling assumptions, maintaining timelines, preparing deliverables, and assisting with reporting requirements.
• Provides financial analysis and reporting on budget assumptions, reforecasts, and variance drivers to support management review and decision making.
• Prepares recurring budget and forecast reports and presentations, including supporting analysis and documentation for management review.
• Maintains forecast assumptions, analyses, and related documentation to support accurate and consistent planning processes.
• Collaborates with department budget liaisons and finance team members to support budget and forecast validation and adherence to established financial processes and controls.
• Supports capital spend tracking and reporting activities, maintaining documentation and monitoring expenditures against approved budgets.
• Prepares and analyzes profitability reports, including Power BI reporting by service group, value stream, product line, and part level, and communicates findings to stakeholders.
• Performs SG&A, labor, inventory, and operational efficiency analyses using SAP, BOMs, routings, SQL, and Power BI to support business and financial decisions.

Performs other duties as assigned.

Education and Work Experience Requirements:

Required:

• Bachelors degree or equivalent
• 7+ years of relevant experience
• Significant experience in accounting, finance, budgeting, and financial analysis, preferably within a manufacturing or complex business environment.
• Experience supporting budget development, forecasting, variance analysis, and financial reporting processes that contribute to business planning and performance management.
• Working knowledge of accounting principles, including GAAP, internal controls, and financial reporting practices.
• Experience partnering with managers and business stakeholders to provide financial analysis and support operational and financial decision-making.
• Demonstrated ability to work independently on complex assignments and effectively collaborate with cross-functional teams.
• Experience preparing and communicating financial results, analyses, and recommendations to management audiences.
• Strong analytical and problem-solving skills with the ability to interpret financial and operational data, identify trends, and support improvement opportunities.
• Experience supporting manufacturing, supply chain, commercial, or multi-site operations and understanding the financial impact of business decisions.
• Strong business acumen with the ability to balance multiple priorities and meet deadlines in a fast-paced environment.
• Demonstrated sound judgment, adaptability, and commitment to company values, including Customer Focus, Integrity, Quality, Continuous Improvement, Respect for the Individual, and Innovation.
• Experience using financial systems, ERP platforms, and reporting tools to support budgeting, forecasting, analysis, and performance reporting.
• Advanced proficiency in tools such as Excel, Power BI, SAP, SQL, or similar systems used for financial analysis and reporting.

Preferred:

• Experience in a manufacturing, industrial, or engineered products environment with exposure to cost accounting, standard costing, inventory valuation, and margin management.
• Experience leading or supporting Lean activities, continuous improvement initiatives, or operational excellence programs.
• Experience with SAP ERP system.
• Experience working across global teams and supporting finance processes in a matrixed organization.
• Experience in change management, process improvement, or finance transformation initiatives.
• Experience mentoring associates and building team capability through coaching, feedback, and knowledge sharing.
• Experience presenting financial insights to senior management and contributing to long-range planning, business reviews, and strategic initiatives.

Working conditions and/or Physical Requirements:

• Working conditions associated with normal office environment.
• Ability to operate standard office equipment (e.g., computer, telephone, copier, printer, etc.).
• Ability to effectively communicate in both small and large groups and settings.
• Ability to traverse between multiple locations in Ohio and Pennsylvania as needed.
• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state, and local standards.

Swagelok provides a comprehensive package of valuable benefits called Total Rewards focused on health and wellness, compensation, retirement planning, and supplemental rewards. 

To apply:

1. Click ‘Apply Now’ to the role of interest, upload your resume and complete the application.

2. Those that match our qualifications will be contacted to schedule a phone interview.

Congratulations on taking the first step to Be Connected. Be Valued. Be You.

Swagelok is proud to be an Equal Opportunity Employer.  Applicants are selected without regard to race, ethnicity, creed, color, religion, sex, pregnancy, pregnancy-related medical conditions, age, national origin or ancestry, disability, genetic information, veteran/military status, sexual orientation, gender identity, or other protected characteristic under federal, state or local law.

Swagelok will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990, the Americans with Disabilities Act Amendments Act of 2008, and Ohio state law. 

This job summary is intended to be brief and does not list all the duties for this position. Nothing in this job description should be construed as an express or implied contract of employment. Swagelok is an at-will employer, which means that either party is free to terminate the employment relationship at any time, without any advanced notice, for any reason or no reason.