Financial Planning and Analysis (FP&A) Analyst

Ziegler Caterpillar•Minneapolis, MN

8d•$71,400 - $89,250

About The Position

Ziegler Companies is seeking a 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. The role focuses on forecasting, modeling, and performance analysis across equipment sales, rental, parts, and service, translating operational performance into actionable financial insights. The Analyst partners with branch managers, sales leadership, and rental and service teams, participates in business reviews, prepares recurring reports, tracks KPIs, and helps maintain accurate data and financial models. The position also contributes to process improvement and automation initiatives. Ziegler is a third-generation, family-owned CAT dealer founded in 1914, with over 2,400 employees across more than 30 locations in Minnesota, Iowa, and northern Missouri. The company describes its culture as focused on customer success, a good work environment, career development, work/life balance, and ongoing professional development and training.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2–5 years of experience in FP&A, accounting, or financial analysis.
Advanced Excel skills and strong financial modeling capabilities.
Strong analytical, problem-solving, and critical thinking skills.
High attention to detail and the ability to communicate insights clearly.
Curiosity and interest in understanding operational drivers and business performance.
Ability to perform the stated minimum physical activities: standing, sitting, walking, talking, and hearing.

Nice To Haves

Experience in an industrial, distribution, or dealership environment.
Experience with Power BI or similar data visualization tools.

Responsibilities

Assist with the annual budget, reforecast, and rolling forecast processes.
Develop and maintain forecasts at 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, and service labor efficiency and absorption.
Monitor actual results versus forecasts and identify key variances.
Analyze monthly financial results by business line, branch or region, and customer or project as needed.
Support pricing, discounting, and margin analysis.
Analyze equipment turns and aging, rental fleet ROI and lifecycle costs, technician productivity and cost recovery, and parts inventory velocity and obsolescence.
Provide ad hoc analysis to support leadership decision-making.
Prepare and maintain recurring management reports.
Track and report KPIs, including absorption, utilization, backlog, and gross margin by segment.
Develop and enhance dashboards and visual reporting tools, such as Excel and Power BI.
Ensure accuracy, consistency, and integrity of data across reports.
Partner with the FP&A Lead to support branch managers, sales leadership, and rental and 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 such as 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.

Benefits

Health, dental, vision, and life insurance.
15 days of PTO in the first year, with accrual starting on day one.
9 paid holidays.
401(k) plan with company contribution and match.
Health Savings Account, with Ziegler contributing up to $1,000 tax-free each year.
Short-term and long-term disability insurance.
Flexible Spending Account (FSA).
Employee Assistance Program (EAP).
Paid parental leave.
Funeral leave.
Fitness membership discount.
Education assistance.
Ongoing professional development and training.