Strategic FP&A Lead: Forecasts, Insights & Growth

Ziegler Cat; BLOOMINGTON (MN); On-site; USD 95,100 - 118,800; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

HSA contributions

Disability insurance

Parental leave

Education assistance

Fitness discount

Job summary

Ziegler CAT is seeking an FP&A Lead to deliver strategic financial planning and analysis for the Bloomington, MN headquarters. You will translate operational performance into actionable insights, own forecasting, budgeting, and performance management across equipment, rental, parts, and service, and partner with leadership to drive growth.

The role focuses on ROI analyses, pricing support, and performance management, with on-site collaboration across sales, rental, parts, and service teams.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 5-7 years FP&A or finance experience, preferably in dealership/distribution/industrial environments.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Excel; Power BI or similar tools preferred.

Responsibilities

• Lead annual budgeting, rolling forecasts, and long-range planning across business lines.
• Develop forecasts for equipment sales, rental fleet, parts, and service.
• Build financial models incorporating volume, margin, utilization, backlog, and scenarios.
• Partner with leadership to evaluate capital investments (inventory, fleet, facilities).
• Own monthly management reporting and dashboards aligned to dealer economics.

Skills

Financial modeling

Analytical skills

Problem-solving

Advanced Excel

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

Job description

Ziegler CAT is seeking an FP&A Lead to deliver strategic financial planning and analysis for the Bloomington, MN headquarters. You will translate operational performance into actionable insights, own forecasting, budgeting, and performance management across equipment, rental, parts, and service, and partner with leadership to drive growth.

The role focuses on ROI analyses, pricing support, and performance management, with on-site collaboration across sales, rental, parts, and service teams.