Financial Planning and Analysis (FP&A) Analyst

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

Benefits offered by this job

Health, Dental, Vision and Life

15 days of PTO

9 paid holidays

401(k) plan with company contribution

HSA with company contributions

Disability Insurance

Parental Leave

Fitness membership discount

Education Assistance

Job summary

Ziegler Inc. is seeking an 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 revenue streams including equipment sales, rental, parts, and service. Responsibilities include budgeting, forecasting, financial modeling, variance analysis, KPI tracking, dashboards, and data integrity.

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.

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.
• Provide ad hoc analyses 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 (e.g., Excel, Power BI).
• Ensure data accuracy and integrity across reports.

Skills

Advanced Excel

Power BI

Financial modeling

Forecasting

Analytical thinking

Education

Bachelor's degree in Finance

Tools

D365 ERP

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.

SEE YOURSELF AT ZIEGLER

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. Fulfill your calling by starting a career with Ziegler today!

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:

Benefits

• 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

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.