Lead Analyst, Capital Markets
Eaton Plc, Beachwood, OH, United States
Lead Analyst, Capital Markets
The Lead Analyst Capital Markets serves as a key strategic partner within the Treasury team, supporting the development and execution of the Company's capital markets strategy. This role blends rigorous financial analysis, market insight, and cross-functional collaboration to support funding decisions, risk management, and long-term balance sheet optimization. The analyst owns core forecasting and analytical processes (interest expense, leverage and credit metrics), supports execution of public debt and interest rate hedging transactions, and acts as a trusted analytical partner to Treasury leadership and internal stakeholders across Corporate FP&A, Global Financial Accounting, and Tax. The role also provides opportunities to support broader Treasury activities including cash management, retirement investments, and insurance programs. In this function you will: Own and maintain detailed forecasts of interest expense, debt balances, and related cash flows, ensuring alignment with corporate financial plans and long-range outlooks Develop, monitor, and analyze key credit and ratings agency metrics (e.g., leverage and coverage ratios), including forward-looking scenario and sensitivity analysis Perform peer and market analysis of capital structure, financing strategies, and capital markets trends Support the Senior Manager Capital Markets in the execution of public bond offerings and other financing transactions Assist in the design, execution, and monitoring of interest rate derivative hedging programs, including valuation, effectiveness analysis, and mark-to-market reporting Interface with external banking partners Serve as a key liaison between Treasury and Corporate FP&A, Global Financial Accounting, and Tax Provide analytical and operational support for cash management, liquidity, pension, and insurance activities Identify and implement opportunities for process improvement, automation, and enhanced modeling. Qualifications:
Required (Basic) Qualifications: Bachelor's degree from an accredited institution Minimum 3 years of experience in Treasury, Corporate Finance, FP&A, banking, or financial services. Relocation assistance is not available for this position. Only candidates currently located within a 50 mile radius of Beachwood, OH will be considered. Active Duty Military Service member candidates are exempt from the geographical area limitation. Must be able to work in the United States without corporate sponsorship now and within the future Preferred qualifications: Experience in a large multinational or publicly traded organization Exposure to debt capital markets, interest rate hedging, or credit analysis MBA, CFA, CPA, CMA, or CTP designation preferred. Skills:
Demonstrated excellence in financial modeling, scenario analysis, and long-term forecasting. Ability to translate complex financial data into clear, actionable insights. Excellent communication and presentation skills and the ability to work with all levels, functions, and personalities within the organization, including executive management. Ability to work effectively and collaboratively across a global organization. Polished, business-professional communication style with confidence interfacing with external banking partners. Collaborative, team-oriented approach across Finance and Treasury functions. High ethical standards and discretion with confidential information. Intellectual curiosity and desire to understand market drivers. Strong drive for continuous improvement and value creation. Comfort operating in a fast-paced, execution-oriented Treasury environment.
The Lead Analyst Capital Markets serves as a key strategic partner within the Treasury team, supporting the development and execution of the Company's capital markets strategy. This role blends rigorous financial analysis, market insight, and cross-functional collaboration to support funding decisions, risk management, and long-term balance sheet optimization. The analyst owns core forecasting and analytical processes (interest expense, leverage and credit metrics), supports execution of public debt and interest rate hedging transactions, and acts as a trusted analytical partner to Treasury leadership and internal stakeholders across Corporate FP&A, Global Financial Accounting, and Tax. The role also provides opportunities to support broader Treasury activities including cash management, retirement investments, and insurance programs. In this function you will: Own and maintain detailed forecasts of interest expense, debt balances, and related cash flows, ensuring alignment with corporate financial plans and long-range outlooks Develop, monitor, and analyze key credit and ratings agency metrics (e.g., leverage and coverage ratios), including forward-looking scenario and sensitivity analysis Perform peer and market analysis of capital structure, financing strategies, and capital markets trends Support the Senior Manager Capital Markets in the execution of public bond offerings and other financing transactions Assist in the design, execution, and monitoring of interest rate derivative hedging programs, including valuation, effectiveness analysis, and mark-to-market reporting Interface with external banking partners Serve as a key liaison between Treasury and Corporate FP&A, Global Financial Accounting, and Tax Provide analytical and operational support for cash management, liquidity, pension, and insurance activities Identify and implement opportunities for process improvement, automation, and enhanced modeling. Qualifications:
Required (Basic) Qualifications: Bachelor's degree from an accredited institution Minimum 3 years of experience in Treasury, Corporate Finance, FP&A, banking, or financial services. Relocation assistance is not available for this position. Only candidates currently located within a 50 mile radius of Beachwood, OH will be considered. Active Duty Military Service member candidates are exempt from the geographical area limitation. Must be able to work in the United States without corporate sponsorship now and within the future Preferred qualifications: Experience in a large multinational or publicly traded organization Exposure to debt capital markets, interest rate hedging, or credit analysis MBA, CFA, CPA, CMA, or CTP designation preferred. Skills:
Demonstrated excellence in financial modeling, scenario analysis, and long-term forecasting. Ability to translate complex financial data into clear, actionable insights. Excellent communication and presentation skills and the ability to work with all levels, functions, and personalities within the organization, including executive management. Ability to work effectively and collaboratively across a global organization. Polished, business-professional communication style with confidence interfacing with external banking partners. Collaborative, team-oriented approach across Finance and Treasury functions. High ethical standards and discretion with confidential information. Intellectual curiosity and desire to understand market drivers. Strong drive for continuous improvement and value creation. Comfort operating in a fast-paced, execution-oriented Treasury environment.