Financial Planning Analyst

Weidmuller USA; Richmond (VA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical + HSA

Dental

Vision

401(k) match

Profit sharing

Paid time off

Life insurance

Disability insurance

EAP

Job summary

Weidmüller USA is seeking a Financial Analyst, FP&A to support budgeting, forecasting, reporting, and business analysis across the organization. You will build financial models, analyze profitability, and deliver KPI dashboards to leadership.

You will collaborate with department leaders to understand drivers, evaluate investments, and improve performance. A strong Excel skill set and ERP experience are essential for success.

Qualifications

• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel skills including Pivot Tables and Power Query.
• Experience with ERP systems (SAP preferred) and BI tools (Power BI/Tableau/SAC).

Responsibilities

• Support the annual budgeting process and monthly forecasting activities across the organization.
• Prepare and analyze monthly, quarterly, and annual financial performance reports.
• Develop financial models and scenario analyses to support strategic business decisions.
• Monitor and analyze sales performance, pipeline activity, profitability trends, and key business metrics.
• Partner with department leaders to understand business drivers, identify opportunities, and improve financial performance.
• Perform cost center reporting and variance analysis, identifying key trends and recommendations.
• Support profitability analysis across product lines, customers, channels, and operational functions.
• Develop, maintain, and enhance KPI dashboards and business intelligence reporting tools.
• Assist in evaluating business cases, capital investments, pricing strategies, and operational improvement initiatives.
• Support labor rate calculations, cost allocation methodologies, and other financial modeling activities.
• Prepare executive-level presentations and reporting packages for senior leadership and Board reporting.
• Collaborate with Accounting during month-end close processes to ensure accurate reporting and forecasting assumptions.
• Identify opportunities to improve reporting processes, data quality, and analytical capabilities.
• Participate in cross-functional projects and strategic initiatives as assigned.
• Perform ad hoc financial analysis and special projects to support organizational objectives.

Skills

Financial modeling

Forecasting

Excel

PowerPoint

Communication

Analytical thinking

Interpersonal skills

Education

Bachelor's degree in Finance or Accounting

MBA or CPA preferred

Tools

SAP

Power BI

Tableau

SAC

Job description

Position Summary: The Financial Analyst, FP&A is responsible for supporting the Company's financial planning, forecasting, reporting, and business analysis activities. This role partners with business leaders across the organization to provide meaningful financial insights, support strategic decision-making, and drive operational performance. Responsibilities include budgeting, forecasting, profitability analysis, KPI reporting, financial modeling, and supporting management through data-driven analysis and recommendations.

Primary Responsibilities

• Support the annual budgeting process and monthly forecasting activities across the organization.
• Prepare and analyze monthly, quarterly, and annual financial performance reports.
• Develop financial models and scenario analyses to support strategic business decisions.
• Monitor and analyze sales performance, pipeline activity, profitability trends, and key business metrics.
• Partner with department leaders to understand business drivers, identify opportunities, and improve financial performance.
• Perform cost center reporting and variance analysis, identifying key trends and recommendations.
• Support profitability analysis across product lines, customers, channels, and operational functions.
• Develop, maintain, and enhance KPI dashboards and business intelligence reporting tools.
• Assist in evaluating business cases, capital investments, pricing strategies, and operational improvement initiatives.
• Support labor rate calculations, cost allocation methodologies, and other financial modeling activities.
• Prepare executive-level presentations and reporting packages for senior leadership and Board reporting.
• Collaborate with Accounting during month-end close processes to ensure accurate reporting and forecasting assumptions.
• Identify opportunities to improve reporting processes, data quality, and analytical capabilities.
• Participate in cross-functional projects and strategic initiatives as assigned.
• Perform ad hoc financial analysis and special projects to support organizational objectives. Ensures thorough familiarity with and compliance to all Environmental, Safety and Security Policies while performing assigned duties in accordance with those policies.
• Conducts tasks in accordance with applicable health, safety, quality, environmental, and security regulations (state/federal laws, ISO 9001, CFR 1910 OSHA) as well as Company policies and procedures.
• Responsible for notifying your direct supervisor, manager and/or a member of the Executive Staff of any risks associated with the Quality Management System.
• Performs other duties as assigned.

Minimum Qualifications

• Strong financial modeling, forecasting, and analytical skills.
• Advanced proficiency in Microsoft Excel including Pivot Tables, Power Query, financial modeling, and complex formulas.
• Strong PowerPoint and presentation development skills.
• Experience working with ERP systems such as SAP preferred.
• Experience utilizing business intelligence and reporting tools (Power BI, Tableau, SAC, or similar) preferred.
• Strong problem-solving and critical-thinking abilities.
• Excellent organizational skills with strong attention to detail and accuracy.
• Ability to communicate complex financial concepts to non-financial audiences.
• Self-motivated with the ability to manage multiple priorities and deadlines.
• Strong interpersonal skills with the ability to build relationships across all levels of the organization.

Education & Experience Requirements

• Minimum High School Diploma or GED required.
• 3-7 years of experience in Financial Planning & Analysis, Corporate Finance, Business Analysis, or related fields.
• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or related field required.
• MBA, CMA, CPA, or other relevant professional certifications are a plus.

Physical Demands

• Frequently remain in a stationary position, particularly at a desktop computer.
• Occasional movement throughout the office and warehouse environment.
• Frequent repetitive use of hands and arms for typing, writing, phone, and computer use.
• Continuous verbal and written communication.

Compensation Transparency

The expected compensation range for this position is $75,000 - $110,000 annually and is provided in good faith at the time of posting. Individual offers will be based on qualifications, education, certifications, experience, skills, and geographic considerations (if applicable).

Weidmüller also offers a competitive benefits package including medical HSA plans + employer contribution, dental, vision, 401(k) with company match and profit sharing contribution, paid time off, company-paid life and disability insurance, and employee assistance programs.