Financial Planning and Analysis Technical Analyst

Overview

ENERPAC – Who we are?

Enerpac Tool Group Corp. is a premier industrial tools, services, technology, and solutions provider serving a broad and diverse set of customers and end markets for mission-critical applications in more than 100 countries. The Company makes complex, often hazardous jobs possible safely and efficiently. Enerpac Tool Group’s businesses are global leaders in high pressure hydraulic tools, controlled force products, and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group common stock trades on the NYSE under the symbol EPAC. For further information on Enerpac Tool Group and its businesses, visit the Company's website at www.enerpactoolgroup.com.

Summary – basic function of the role

The FP&A Technical Analyst is responsible for blending strong financial planning and analysis capabilities with technology expertise to improve the Company’s planning, forecasting, reporting, and outlook processes. This role serves as the administrator for the FP&A planning solution, OneStream, and is integral to implementing new functionality that supports the global financial planning and outlook cadence. The role also supports core FP&A activities, including reporting, analysis, financial modeling, and partnership with functional leaders, while helping the finance organization leverage automation, AI, and technology-enabled ways of working.

Location, Schedule and Perks: This position is based at our beautifully renovated headquarters in downtown Milwaukee, right along the Riverwalk, across from the The Avenue, which is connected to 3^rd street market. We offer secure paid underground parking, an onsite fitness center with a personal trainer, and direct access to over two miles of skywalks connecting you to restaurants, coffee shops, and other downtown amenities. Our hybrid schedule includes working onsite Monday through Thursday, with remote work on Fridays.

• Job Duties and Responsibilities

  • Serve as the FP&A administrator for the Company’s planning solution, OneStream, including user support, metadata maintenance, security coordination, workflow administration, data validation, and ongoing system enhancements. 
  • Partner with the Senior Manager, Global FP&A and broader finance organization to implement OneStream functionality that supports forecasting, annual planning, long-range planning, outlook updates, reporting, and management analysis. 
  • Translate FP&A process requirements into practical system solutions, working with Finance, IT, and external partners to design, test, deploy, and document planning solution enhancements. 
  • Support the global FP&A cadence through preparation of financial reports, planning templates, dashboards, variance analysis, and leadership materials. 
  • Analyze financial results, forecasts, and business trends to identify key drivers, risks, opportunities, and insights for functional leaders and the global FP&A team. 
  • Partner with functional leaders and finance partners to understand performance drivers, financial outlook, and business needs, and provide analytical support for decision-making. 
  • Develop and maintain financial models, reporting tools, and analytical outputs that improve forecast accuracy, scenario planning, and business insight. 
  • Identify opportunities to automate recurring reporting and analysis, reduce manual work, improve data quality, and increase the speed and effectiveness of FP&A processes. 
  • Champion the use of AI, automation, and emerging technology within FP&A, including practical use cases that improve analytics, reporting, planning, and productivity. 
  • Create and maintain process documentation, user guides, training materials, and standard operating procedures for planning system functionality and FP&A reporting processes. 
  • Support data governance, reporting standards, and financial process controls to help ensure consistency, accuracy, and reliability of FP&A outputs. 
  • Participate in ad-hoc financial analysis, special projects, finance transformation activities, and other initiatives as required. 

  Skills and Competencies 

  • Bachelor’s degree in finance, accounting, information systems, business analytics, economics, or related field required. 
  • 3+ years of relevant experience in FP&A, corporate finance, financial systems, business analytics, or related roles. 
  • Experience with financial planning, forecasting, reporting, variance analysis, and management reporting processes required. 
  • Prior experience administering, supporting, or implementing OneStream or an equivalent financial planning, consolidation, or enterprise performance management platform preferred. 
  • Strong technical aptitude with the ability to learn systems quickly, troubleshoot issues, document requirements, and translate business needs into system-enabled solutions. 
  • Advanced Excel and PowerPoint skills required; experience with Power BI, Power Query, data visualization tools, workflow automation, or similar technologies preferred. 
  • Demonstrated interest in leveraging AI, automation, and technology to improve finance processes, reporting quality, and analytical capabilities. 
  • Strong analytical and problem-solving skills with the ability to interpret data, identify trends, and communicate actionable insights. 
  • Ability to build effective partnerships with finance, functional leaders, IT, and external implementation partners. 
  • Strong written and verbal communication skills, including the ability to explain technical concepts to non-technical stakeholders. 
  • Demonstrated ability to manage multiple priorities, meet deadlines, and deliver accurate work in a fast-paced environment. 
  • Continuous improvement mindset with a focus on simplification, standardization, data integrity, and scalable process design. 
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