Financial Analyst
Weisiger Group, Whitehall, NY, United States
Join the Weisiger Group Team
As a family‑owned company under our fourth generation of leadership, we have built our business on the principles of trust, integrity, and a desire to help our customers and employees succeed. Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. We’re looking for hard‑working, team‑oriented professionals who enjoy working on new challenges every day. We’re committed to providing a work experience that helps our team grow to their full potential.
Summary
The Financial Analyst serves as the 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. It plays a key role in preparing the annual budget and periodic forecasts, identifying operational drivers that impact results through data analysis, and making recommendations to support continuous improvement. The FP&A role bridges operations and capital, linking these critical areas and using their knowledge to drive high performance.
Essential Functions
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, running sensitivity analyses, and ensuring consistency in financial modelling 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 that internal controls are in place, functioning properly, and sufficient to protect company assets and the credibility of the financial results.
Prepares periodic forecasts for company near‑term 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 an accrual.
Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run‑rates.
Performs ad‑hoc analysis and projects as requested by management.
Process Improvement
Works with operations to identify cumbersome processes and assess whether existing processes resolve other functional issues or are net beneficial across multiple functions.
Designs alternative processes in concert with operations and makes recommendations to the FP&A team and the broader finance organization.
Assists in the implementation of 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.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Education and/or Experience
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.
Computer Skills
Proficient using Microsoft Excel.
Microsoft Office (Word, Excel, Outlook, and PowerPoint).
SAP experience preferred.
IBM Planning Analytics experience preferred.
Certificates, Licenses, Registrations
Advanced business and/or financial certifications a plus (e.g., CPA, CMA, CIA, CGMA, CPM).
Workplace Requirements
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Regularly required to stand, walk, use hands to finger, handle, or feel; reach with hands and arms; talk or hear. Frequently required to sit. Must frequently lift, carry, push, pull and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
Work Environment
May be exposed to moving mechanical parts and equipment, high or precarious places, fumes or airborne particles, outside weather conditions, vibration, wet or humid conditions, toxic or caustic chemicals, extreme cold or heat, and risk of electrical shock. Noise levels may occasionally be loud.
We are an Equal Opportunity Employer
All personnel actions are conducted in the spirit of equal employment. We’re committed to recruiting, training, promoting, and retaining associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation, or any other characteristic protected by applicable laws.
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As a family‑owned company under our fourth generation of leadership, we have built our business on the principles of trust, integrity, and a desire to help our customers and employees succeed. Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. We’re looking for hard‑working, team‑oriented professionals who enjoy working on new challenges every day. We’re committed to providing a work experience that helps our team grow to their full potential.
Summary
The Financial Analyst serves as the 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. It plays a key role in preparing the annual budget and periodic forecasts, identifying operational drivers that impact results through data analysis, and making recommendations to support continuous improvement. The FP&A role bridges operations and capital, linking these critical areas and using their knowledge to drive high performance.
Essential Functions
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, running sensitivity analyses, and ensuring consistency in financial modelling 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 that internal controls are in place, functioning properly, and sufficient to protect company assets and the credibility of the financial results.
Prepares periodic forecasts for company near‑term 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 an accrual.
Provides analysis of monthly budget variances and identifies those that will be ongoing or changes to expense run‑rates.
Performs ad‑hoc analysis and projects as requested by management.
Process Improvement
Works with operations to identify cumbersome processes and assess whether existing processes resolve other functional issues or are net beneficial across multiple functions.
Designs alternative processes in concert with operations and makes recommendations to the FP&A team and the broader finance organization.
Assists in the implementation of 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.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Education and/or Experience
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.
Computer Skills
Proficient using Microsoft Excel.
Microsoft Office (Word, Excel, Outlook, and PowerPoint).
SAP experience preferred.
IBM Planning Analytics experience preferred.
Certificates, Licenses, Registrations
Advanced business and/or financial certifications a plus (e.g., CPA, CMA, CIA, CGMA, CPM).
Workplace Requirements
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Regularly required to stand, walk, use hands to finger, handle, or feel; reach with hands and arms; talk or hear. Frequently required to sit. Must frequently lift, carry, push, pull and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
Work Environment
May be exposed to moving mechanical parts and equipment, high or precarious places, fumes or airborne particles, outside weather conditions, vibration, wet or humid conditions, toxic or caustic chemicals, extreme cold or heat, and risk of electrical shock. Noise levels may occasionally be loud.
We are an Equal Opportunity Employer
All personnel actions are conducted in the spirit of equal employment. We’re committed to recruiting, training, promoting, and retaining associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation, or any other characteristic protected by applicable laws.
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