Financial Planning and Analysis Lead

Job description

Bloomington, MN 55420

nFull time

n nZiegler CAT has an opening for a Financial Planning and Analysis (FP&A) Lead responsible for delivering financial planning, analysis, and decision support across the dealership by translating operational performance into actionable insights. This role owns forecasting, budgeting, and performance management across equipment sales, rental, parts, and service, while serving as a strategic business partner to leadership. This position would work on-premise at our Bloomington, MN corporate office.

nResponsibilities:

nnnLead the annual budgeting process, rolling forecasts, and long-range financial planning across designated business line/s

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nnDevelop forecasts across key business lines, including new and used equipment sales, rental fleet, parts, and service

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nnBuild and maintain financial models incorporating volume, margin, utilization, backlog, and market-driven scenarios

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nnPartner with leadership to evaluate capital investments, including inventory, fleet, facilities, and tooling

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nnAnalyze profitability by branch, product line, customer segment, and job

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nnSupport pricing, discounting, and margin optimization across the business

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nnMonitor and evaluate key operational drivers such as equipment turns, utilization, backlog, absorption, technician efficiency, and parts inventory performance

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nnConduct ROI and breakeven analyses to support strategic initiatives and growth opportunities

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nnOwn and deliver the monthly management reporting package for leadership

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nnDevelop and maintain dashboards and KPIs aligned to dealer economics

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nnAnalyze and clearly communicate financial performance versus plan, prior year, and forecast

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nnIdentify risks and opportunities and recommend corrective actions

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nnPartner with sales leadership on pipeline development, orders, and backlog forecasting

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nnSupport rental and fleet strategy, including pricing, utilization, and lifecycle management

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nnCollaborate with service leadership to improve labor productivity and absorption

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nnProvide analysis on customer, contract, and job-level profitability

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nnServe as a finance business partner to branch managers and functional leaders across sales, rental, parts, service, and operations

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nnTranslate financial data into clear operational insights

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nnInfluence business decisions through data-driven recommendations

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nnSupport and coach other FP&A Analysts capabilities in analytics, reporting, and planning

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nnLeverage ERP and dealer management systems (e.g., D365) for financial analysis and reporting

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nnBuild and maintain financial models and forecasting tools

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nnImprove data quality, consistency, and reporting efficiency

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nnSupport automation and continuous improvement initiatives

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n nQualifications:

nnnBachelor’s degree in Finance, Accounting, or a related field

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nn5-7 years of FP&A or finance experience, preferably within a dealership, distribution, or industrial environment

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nndemonstrated ability to lead through influence

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nnStrong financial modeling, analytical, and problem-solving skills

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nnAdvanced Excel skills; experience with Power BI or similar tools preferred

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nnStrong communication and presentation skills, with the ability to convey complex insights clearly

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nnAbility to balance detailed analysis with strategic, big-picture thinking

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nnProven ability to partner with operational leaders and influence decision-making

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n nTravel:

nnLess than 10%

n nMinimum Physical Requirements:

nnStanding, sitting, walking, talking, hearing

n nThis 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.

nSEE YOURSELF AT ZIEGLER

nFounded 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!

nThe pay range for this position is

n$95,100.00 to $118,800.00

nStarting 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:

nnnHealth, Dental, Vision and Life Insurance

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nn15 days of PTO your first year, accrual starts day 1

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nn9 paid holidays

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nn401(k) plan with company contribution and match

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nnHSA (Health Savings Account), Ziegler contributes up to $1000 tax-free each year

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nnShort-Term and Long-Term Disability Insurance, FSA & EAP

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nnPaid Parental Leave & Funeral Leave

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nnFitness membership discount

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nnEducation Assistance

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n nAt 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.

nWhat We Can Offer You

nCompetitive pay

nHealth, dental/orthodontia, vision & life insurances

nPaid time off (PTO) – 15 days to start

n9 Paid holidays

n401(k) contributions & match

nHSA, Ziegler contributes up to $1000 tax-free annually

nSTD & LTD Insurance, FSA & EAP

nPaid Parental Leave & Funeral Leave

nFitness membership discount

nOngoing training

nEducation assistance

nAdvancement opportunities

nSafe, clean, and friendly work environment

nMilitary Friendly

nZiegler 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.

nBuild Your Career at Ziegler

nZiegler 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.

Worksite address

minneapolis, MN, 55400, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.