Financial Analyst

About the Company

The Weisiger Group is a family-owned company under its fourth generation of leadership, built on principles of trust, integrity, and a commitment to helping customers and employees succeed. Since 1926, we have supported communities by supplying equipment for critical infrastructure and commerce, while funding programs that advance social and economic vitality. With nearly 100 years of experience, we adapt to capture opportunities and overcome challenges through smart investments and continuous improvement. We value hard-working, team-oriented professionals who thrive on new challenges and are dedicated to growth and excellence.

About the Role

The Financial Analyst serves as a trusted resource to CTE leadership and the broader FP&A team. This role supports department management in achieving business objectives, developing action plans, and forecasting results based on performance and changes to these plans. The position plays a key role in preparing the annual budget and periodic forecasts in collaboration with management. Additionally, the Financial Analyst identifies operational drivers impacting results by analyzing data, converting it into meaningful KPIs, and providing actionable business intelligence and recommendations for continuous improvement.

The FP&A role bridges operations and sources of capital, linking these critical areas to drive the business toward its highest performance.

Responsibilities

• Business Advisory Services
  • Calculates KPIs (operational and financial), prepares performance dashboards, interprets and presents results, and assists in developing plans to address high-priority opportunities.
  • Identifies trends and offers advice to mitigate or control costs.
  • Participates in developing the annual financial plan, runs sensitivity analyses, and ensures consistency in financial modeling routines.
  • Partners with the broader FP&A team to support initiatives aimed at profitably growing the business and meeting strategic goals.
  • Assists in change management by developing clear process roadmaps and embracing continuous improvement.
• Financial / Compliance
  • Ensures internal controls are in place, functioning properly, and sufficient to protect company assets and the credibility of financial results.
  • Prepares periodic forecasts for near-term company planning purposes.
  • Participates in the month- and year-end close process by reviewing financial statements, noting anomalies for research and correction, and identifying missing expenses requiring accrual.
  • Provides analysis of monthly budget variances and identifies ongoing changes to expense run-rates.
  • Performs ad hoc analysis and projects as requested by management.
• Process Improvement
  • Works with operations to identify cumbersome processes, assesses whether existing processes alleviate other functional issues, and determines net benefits across multiple functions.
  • Designs alternative processes in concert with operations and makes recommendations to the FP&A team and broader finance organization.
  • Assists in implementing new processes, works with training staff to document and train impacted individuals, and monitors acceptance and performance of these new processes.
• Other duties as assigned.

Qualifications

• Bachelor’s degree from a four-year college or university required.
• Zero to two years of finance or accounting experience and/or training requiring a high degree of analytical ability; or equivalent combination of education and experience.

Skills

• Proficient using Microsoft Excel.
• Microsoft Office (Word, Excel, Outlook, and PowerPoint).
• SAP experience preferred.
• IBM Planning Analytics experience preferred.
• Advanced business and/or financial certifications a plus (e.g., CPA, CMA, CIA, CGMA, CPM, etc.).

Workplace Requirements

Physical Demands: While performing the duties of this job, the employee is regularly required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull, and/or otherwise move up to 25 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment: Depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places; fumes or airborne particles; outside weather conditions; and vibration. The employee may occasionally be exposed to wet and/or humid conditions, toxic or caustic chemicals, extreme cold, extreme heat, and risk of electrical shock. The noise level in some work environments is occasionally loud.