Financial Planning and Analysis (FP&A) Analyst

Ziegler Inc.; Minneapolis (MN); On-site; USD 71,000 - 89,000; Full time

Benefits offered by this job

Health, Dental, Vision and Life Ins.

15 days PTO first year

9 paid holidays

401(k) plan with company contribution

Job summary

Ziegler Inc. is seeking an FP&A Analyst to support the FP&A Lead by delivering timely, accurate financial analysis and reporting across revenue streams including equipment sales, rental, parts, and service.

You will forecast, model, and analyze performance to drive informed business decisions. Responsibilities include budgeting, rolling forecasts, building financial models, monitoring variances, and developing dashboards in Excel and Power BI.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of FP&A, accounting, or financial analysis experience (industrial, distribution, or dealership environment preferred).
• Advanced Excel skills with strong financial modeling capabilities.
• Experience with Power BI or similar data visualization tools preferred.
• Strong analytical, problem-solving, and critical thinking skills.
• High attention to detail with the ability to communicate insights clearly.
• Curiosity and interest in understanding operational drivers and business performance.

Responsibilities

• Assist in the annual budget, reforecast, and rolling forecast processes.
• Develop and maintain forecasts at the branch, product, and departmental levels.
• Build and maintain financial models for equipment sales, rental, parts, and service.
• Monitor actual results versus forecasts and identify key variances.
• Analyze monthly financial results by business line, branch/region, and customer or project as needed.
• Support pricing, discounting, and margin analysis.
• Conduct analyses on equipment turns, rental fleet ROI, and parts inventory velocity.
• Provide ad hoc analysis to support leadership decision-making.
• Prepare and maintain recurring management reports.
• Track and report on KPIs including absorption, utilization, backlog, and gross margin by segment.
• Develop and enhance dashboards and visual reporting tools (Excel, Power BI).
• Ensure data accuracy and integrity across reports.

Skills

Advanced Excel

Financial modeling

Forecasting

Variance analysis

Analytical thinking

Communication of insights

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Tools

Power BI

D365

Job description

Ziegler Companies is seeking an Financial Planning and Analysis (FP&A) Analyst to support the FP&A Lead by delivering timely, accurate financial analysis and reporting to drive informed business decisions. This role focuses on forecasting, modeling, and performance analysis across key revenue streams—including equipment sales, rental, parts, and service while helping translate operational performance into actionable financial insights.

Responsibilities

• Assist in the annual budget, reforecast, and rolling forecast processes.
• Develop and maintain forecasts at the branch, product, and departmental levels.
• Build and maintain financial models for: Equipment sales volume and margins, Rental utilization and fleet economics, Parts gross margin and inventory assumptions, Service labor efficiency and absorption.
• Monitor actual results versus forecasts and identify key variances.
• Analyze monthly financial results by business line, branch/region, and customer or project as needed.
• Support pricing, discounting, and margin analysis.
• Conduct analyses on: Equipment turns and aging, Rental fleet ROI and lifecycle costs, Technician productivity and cost recovery, Parts inventory velocity and obsolescence.
• Provide ad hoc analysis to support leadership decision-making.
• Prepare and maintain recurring management reports.
• Track and report on key performance indicators, including: Absorption, Utilization, Backlog, and Gross margin by segment.
• Develop and enhance dashboards and visual reporting tools (e.g., Excel, Power BI).
• Ensure accuracy, consistency, and integrity of data across reports.
• Partner with FP&A Lead to support branch managers, sales leadership, and rental/service teams.
• Translate operational metrics into financial insights and performance implications.
• Participate in business review meetings as a financial resource.
• Extract, validate, and analyze data from ERP systems (e.g., D365).
• Maintain financial models, templates, and underlying assumptions.
• Identify and resolve data integrity issues in collaboration with Finance and IT.
• Contribute to process improvements and automation initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of experience in FP&A, accounting, or financial analysis (industrial, distribution, or dealership environment preferred).
• Advanced Excel skills with strong financial modeling capabilities.
• Experience with Power BI or similar data visualization tools preferred.
• Strong analytical, problem-solving, and critical thinking skills.
• High attention to detail with the ability to communicate insights clearly.
• Curiosity and interest in understanding operational drivers and business performance.

Minimum Physical Requirements

Standing, sitting, walking, talking, hearing

This job description is intended to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

Ziegler Inc. will reasonably accommodate the known disabilities of qualified disabled individuals.

At Ziegler Inc. we’re committed to equal opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Founded in 1914, Ziegler is a third‑generation, family‑owned CAT dealer with over 2400 employees across 30+ locations in Minnesota, Iowa and northern Missouri. Since day one Ziegler has had the same philosophy—if the customer is successful—then Ziegler will be successful. That is why Ziegler is committed to providing employees with the best possible work environment and the right tools for career development. This means great benefits, work/life balance, and ongoing professional development and training.

The pay range for this position is $71,400.00 to $89,250.00 Starting wage is dependent on skills, experience, education and location. Pay range may vary by 10% depending upon the applicant’s location.

Along with competitive pay, full time positions are benefits eligible which includes:

• Health, Dental, Vision and Life Insurance
• 15 days of PTO your first year, accrual starts day 1
• 9 paid holidays
• 401(k) plan with company contribution and match
• HSA (Health Savings Account), Ziegler contributes up to $1000 tax‑free each year
• Short‑Term and Long‑Term Disability Insurance
• FSA & EAP
• Paid Parental Leave & Funeral Leave
• Fitness membership discount
• Education Assistance

What We Can Offer You

• Competitive pay
• Health, dental/orthodontia, vision & life insurances
• Paid time off (PTO) – 15 days to start
• 9 Paid holidays
• 401(k) contributions & match
• HSA, Ziegler contributes up to $1000 tax‑free annually
• STD & LTD Insurance
• FSA & EAP
• Paid Parental Leave & Funeral Leave
• Fitness membership discount
• Ongoing training
• Education assistance
• Advancement opportunities
• Safe, clean, and friendly work environment
• Military Friendly

Ziegler employs a wide variety of former U.S. Armed Services personnel. We actively hire those with prior military experience and accommodate the needs of Reserve and National Guard members.

Ziegler sells and services CAT® construction and mining equipment, generators and industrial engines in Minnesota and Iowa, as well as AGCO agricultural equipment across Minnesota, Iowa and Missouri. Ziegler has a team focus, a first-class reputation for service, and a healthy work-life balance. We train our employees to do things the Ziegler Way — the right way —and then we take it one step further. If you’re a talented, hard-working and down-to‑earth person, you’ll fit in perfectly here.