Financial Planning and Analysis Lead

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 is based on-premise at our Bloomington, MN corporate office.

Responsibilities

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning across designated business lines
• Develop forecasts across key business lines, including new and used equipment sales, rental fleet, parts, and service
• Build and maintain financial models incorporating volume, margin, utilization, backlog, and market-driven scenarios
• Partner with leadership to evaluate capital investments, including inventory, fleet, facilities, and tooling
• Analyze profitability by branch, product line, customer segment, and job
• Support pricing, discounting, and margin optimization across the business
• Monitor and evaluate key operational drivers such as equipment turns, utilization, backlog, absorption, technician efficiency, and parts inventory performance
• Conduct ROI and breakeven analyses to support strategic initiatives and growth opportunities
• Own and deliver the monthly management reporting package for leadership
• Develop and maintain dashboards and KPIs aligned to dealer economics
• Analyze and clearly communicate financial performance versus plan, prior year, and forecast
• Identify risks and opportunities and recommend corrective actions
• Partner with sales leadership on pipeline development, orders, and backlog forecasting
• Support rental and fleet strategy, including pricing, utilization, and lifecycle management
• Collaborate with service leadership to improve labor productivity and absorption
• Provide analysis on customer, contract, and job-level profitability
• Serve as a finance business partner to branch managers and functional leaders across sales, rental, parts, service, and operations
• Translate financial data into clear operational insights
• Influence business decisions through data-driven recommendations
• Support and coach other FP&A Analysts in analytics, reporting, and planning
• Leverage ERP and dealer management systems (e.g., D365) for financial analysis and reporting
• Build and maintain financial models and forecasting tools
• Improve data quality, consistency, and reporting efficiency
• Support automation and continuous improvement initiatives

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• 5-7 years of FP&A or finance experience, preferably within a dealership, distribution, or industrial environment
• Demonstrated ability to lead through influence
• Strong financial modeling, analytical, and problem-solving skills
• Advanced Excel skills; experience with Power BI or similar tools preferred
• Strong communication and presentation skills, with the ability to convey complex insights clearly
• Ability to balance detailed analysis with strategic, big-picture thinking
• Proven ability to partner with operational leaders and influence decision-making
• Travel less than 10%

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

Pay

The pay range for this position is $95,100.00 to $118,800.00. Starting wage is dependent on skills, experience, education, and location. Pay range may vary by 10% depending upon the applicant’s location.