Business & Financial Planning Analyst

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

Benefits offered by this job

Major medical, dental, and vision

401K with company match

Paid vacation and personal days

Job summary

Liebherr-America, Inc. seeks a Business Analyst to partner with departments across the organization, performing financial and operational analyses to inform budgeting, forecasting, and decision-making. The role emphasizes data quality, reporting capabilities, and continuous process improvements.

Progression across levels increases scope, autonomy, and leadership responsibilities, with a hybrid schedule requiring four days on-site and one day remote weekly after a 90‑day onboarding period.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 2–3 years of relevant experience for Analyst I; more for higher levels.
• 5+ years of relevant experience for Analyst III; accounting experience preferred.

Responsibilities

• Define and track performance metrics that support key business decisions.
• Create informative reports, dashboards, and tools that highlight trends and opportunities.
• Conduct recurring and ad hoc financial and operational analyses to support objectives.
• Prepare business cases, scenario analyses, and financial simulations for decision-making.
• Communicate findings and recommendations clearly to stakeholders.

Skills

Analytical thinking

Business partnering

Communication

Education

Bachelor's degree in Accounting/Finance/Business

Bachelor's degree in Accounting/Finance/Business

Bachelor's degree in Accounting/Finance/Business

Tools

Excel

SQL

BI tools (Power BI/Tableau)

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.

This position is not eligible for sponsorship. Applicants must be legally authorized to work in the United States without the need for current or future sponsorship.

Responsibilities

Essential Duties:

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.

Competencies

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.

If you have any questions, please contact Katie Stevens.

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.
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