Business & Financial Planning Analyst

Liebherr; Florida; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Major medical insurance

Dental insurance

Vision insurance

401K plan with company match

Paid vacation

Personal days

Job summary

Liebherr-America, Inc. is seeking a Business Analyst at multiple levels to perform financial and operational analyses, partner with departments, and support budgeting and forecasting.

The role emphasizes reporting, data quality, and process improvements with travel expectations and a hybrid work schedule (four days on-site, one day remote per week). Responsibilities include developing reports and dashboards, communicating findings to stakeholders, and collaborating with Controlling teams across

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four‑year college or university.
• 2–3 years of relevant experience required, including accounting, with additional experience in finance, financial analysis, budgeting, forecasting, operational analysis, or business analysis.
• 3–5 years of relevant experience (Level II) and 5+ years (Level III) with similar domains.

Responsibilities

• Define and track performance metrics that support key business decisions.
• Create informative reports, dashboards, and tools highlighting trends and opportunities for improvement.
• Conduct recurring and ad hoc financial and operational analyses to support objectives and investigate issues.
• Prepare business cases, scenario analyses, and financial simulations for decision-making.
• Select and apply appropriate analytical methodologies and tools.
• Communicate analytical findings and recommendations to stakeholders clearly.
• Partner with stakeholders to understand procedures, reporting needs, risks, and improvement opportunities.
• Analyze requirements, process gaps, reporting needs, and data-quality concerns to support improvements.
• Recommend process, reporting, and data-quality improvements to enhance efficiency and accuracy.
• Promote consistent understanding and use of reporting processes, data expectations, and procedures.
• Collaborate with other Liebherr companies to share reports and align best practices.
• Translate outlooks into budgets and planning scenarios.
• Monitor actual performance against budget and forecast, explain variances, identify risks and corrective actions.

Skills

Financial analysis

Operational analysis

Budgeting

Forecasting

Reporting

Data analysis

Stakeholder communication

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Job description

The Business Analyst performs financial and operational analysis and serves as a business partner to departments throughout the organization. The analyst ensures that business data and reporting needs are met and maintains a strong understanding of the organization’s data, systems, and reporting capabilities. The role applies financial and operational knowledge to evaluate business performance, support budgeting and forecasting, inform decision-making, and identify opportunities to improve processes, reporting, data quality, and procedures.

This position is structured into three levels, with increasing scope, complexity of assignments, autonomy, and leadership responsibility. Progression across levels reflects the employee’s ability to independently manage increasingly complex financial and operational analyses, effectively partner with stakeholders, provide actionable insights, and contribute to broader organizational planning and strategy.

Responsibilities

The following sections describe the responsibilities applicable to all Business Analyst levels. The tables within each section describe how those responsibilities are performed at each level, with increasing complexity, independence, leadership responsibility, and decision-making authority as the Analyst level increases:

Reporting & Analytics:

• Define and track performance metrics that support key business decisions.
• Create informative and actionable reports, dashboards, and tools that highlight business trends and opportunities for improvement.
• Conduct recurring and ad hoc financial and operational analyses to support organizational objectives and investigate ongoing or one-time business issues.
• Prepare business cases, scenario analyses, and financial simulations to support decision-making.
• Select and apply appropriate analytical methodologies and tools.
• Communicate analytical findings and recommendations to stakeholders in a clear and actionable manner.

Business Partnership & Process Improvement:

• Partner with business stakeholders to understand operational procedures, reporting needs, risks, and opportunities for improvement.
• Analyze business requirements, process gaps, reporting needs, and data-quality concerns to support practical improvement recommendations.
• Recommend process, reporting, and data-quality improvements that enhance efficiency, accuracy, consistency, and business performance.
• Promote consistent understanding and use of reporting processes, data expectations, and company procedures to help prevent discrepancies and improve data quality.
• Collaborate with Business Analysts and Controlling teams from other Liebherr companies to develop reports, share process knowledge, and align best practices where appropriate.

Budgeting & Forecasting:

• Engage organizational leaders during budget and forecast preparation to understand business outlooks, key drivers, operational assumptions, and anticipated changes.
• Translate business expectations and operational assumptions into financial forecasts, budgets, and planning scenarios.
• Monitor and analyze actual performance against budget and forecast, explaining variances and identifying risks, opportunities, and potential corrective actions.

Education and Experience:

Business Analyst I:

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four-year college or university.
• 2–3 years of relevant experience required, including accounting experience, with additional experience in one or more of the following areas: finance, financial analysis, financial planning, budgeting, forecasting, operational analysis, or business analysis.

Business Analyst II:

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four-year college or university.
• 3–5 years of relevant experience required, including accounting experience, with additional experience in one or more of the following areas: finance, financial analysis, financial planning, budgeting, forecasting, operational analysis, or business analysis.

Business Analyst III:

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four-year college or university.
• 5+ years of relevant experience required, including accounting experience, with additional experience in one or more of the following areas: finance, financial analysis, financial planning, budgeting, forecasting, operational analysis, or business analysis.

Additional Requirements:

• Travel domestically and internationally as operationally required, with travel expectations ranging from approximately 5% to 15% depending on the assigned area and level.
• Ability to obtain and maintain a valid driver's license and passport.
• This position is eligible for a hybrid work schedule, with four days on-site and one day remote per week, following an initial 90-day introductory period.

Our Offer

Pay Range: $80,000 - $100,000

An interesting and ambitious role in a successful international company. We offer a secure work environment with a comprehensive benefits package that includes major medical, dental and vision insurance, 401K plan with company match, paid vacation and personal days and competitive salary.

Liebherr-America, Inc. and its US affiliates are Equal Opportunity Employers. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
If you are a California resident, please visit Liebherr USA, Co. Privacy Statement for more information regarding how Liebherr-America, Inc. and its US affiliates collect and process your personal information.

One Passion. Many Opportunities.

The company

In line with its international growth, Liebherr’s venture into the United States began in 1970. Within a couple of years, the company expanded and completed its production facilities in Newport News, Virginia, for its product line of hydraulic excavators.It was later converted into Liebherr’s manufacturing facility for mining trucks and remains home to Liebherr Mining Equipment Newport News, Co. In addition to its production facility, Liebherr markets a wide variety of productsand technologies through its companies located across the United States. The companies are Liebherr-Aerospace Saline, Inc., Liebherr Gear Technology, Inc., Liebherr Automation Systems,Co., and Liebherr USA, Co., the umbrella company for 12 product segments that are positioned across the United States.