Business & Financial Planning Analyst

The Business Analyst performs financial and operational analysis and serves as a business partner to departments throughout the organization. The analyst ensures that business data and reporting needs are met and maintains a strong understanding of the organization’s data, systems, and reporting capabilities. The role applies financial and operational knowledge to evaluate business performance, support budgeting and forecasting, inform decision-making, and identify opportunities to improve processes, reporting, data quality, and procedures.

This position is structured into three levels, with increasing scope, complexity of assignments, autonomy, and leadership responsibility. Progression across levels reflects the employee’s ability to independently manage increasingly complex financial and operational analyses, effectively partner with stakeholders, provide actionable insights, and contribute to broader organizational planning and strategy.

The following sections describe the responsibilities applicable to all Business Analyst levels. The tables within each section describe how those responsibilities are performed at each level, with increasing complexity, independence, leadership responsibility, and decision-making authority as the Analyst level increases:

Reporting & Analytics:

• Define and track performance metrics that support key business decisions.
• Create informative and actionable reports, dashboards, and tools that highlight business trends and opportunities for improvement.
• Conduct recurring and ad hoc financial and operational analyses to support organizational objectives and investigate ongoing or one-time business issues.
• Prepare business cases, scenario analyses, and financial simulations to support decision-making.
• Select and apply appropriate analytical methodologies and tools.
• Communicate analytical findings and recommendations to stakeholders in a clear and actionable manner.

Business Partnership & Process Improvement:

• Partner with business stakeholders to understand operational procedures, reporting needs, risks, and opportunities for improvement.
• Analyze business requirements, process gaps, reporting needs, and data-quality concerns to support practical improvement recommendations.
• Recommend process, reporting, and data-quality improvements that enhance efficiency, accuracy, consistency, and business performance.
• Promote consistent understanding and use of reporting processes, data expectations, and company procedures to help prevent discrepancies and improve data quality.
• Collaborate with Business Analysts and Controlling teams from other Liebherr companies to develop reports, share process knowledge, and align best practices where appropriate.

Budgeting & Forecasting:

• Engage organizational leaders during budget and forecast preparation to understand business outlooks, key drivers, operational assumptions, and anticipated changes.
• Translate business expectations and operational assumptions into financial forecasts, budgets, and planning scenarios.
• Monitor and analyze actual performance against budget and forecast, explaining variances and identifying risks, opportunities, and potential corrective actions.

Education and Experience:

Business Analyst I:

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four-year college or university.
• 2–3 years of relevant experience required, including accounting experience, with additional experience in one or more of the following areas: finance, financial analysis, financial planning, budgeting, forecasting, operational analysis, or business analysis.

Business Analyst II:

• Bachelor's degree in Accounting, Finance, Business, or a related field from a four-year college or university.
• 3–5 years of relevant…