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Lead Finance and Accounting

Job Description

Overview

About Enerpac Tool Group

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 Lead is a key business partner responsible for delivering financial insights that support strategic and operational decision‑making across the organization. This role focuses on analyzing financial performance, developing forecasts, supporting the annual budgeting process, and partnering with both department leaders and global functional teams. The individual will report to the Finance leadership team within FP&A and collaborate closely with peers across business units, Corporate Accounting, and other cross‑functional teams.

This person is responsible for leading the development of financial plans and models, analyzing monthly results, preparing executive‑ready reporting, and providing meaningful recommendations to drive improved performance. The role also plays a critical part in consolidating financial forecasts at the department and global levels and contributing to enterprise‑wide planning cycles.

The successful candidate will be highly analytical, self‑motivated, skilled at building strong relationships, and the ability to lead FP&A activities across the business. This individual must be able to manage multiple priorities, communicate effectively with stakeholders at all levels, and translate complex financial information into clear insights. Strong business acumen, financial modeling capability, and the ability to influence decision‑making are essential.

Location: Milwaukee, WI (HQ)

Schedule: Monday-Thursday onsite, Friday virtual; 8:00 AM - 5:00 PM (flexible)

Job Duties and Responsibilities
  • Lead monthly financial reporting and analysis, including preparation of executive‑ready reporting packages, KPI dashboards, and departmental/global variance analytics.
  • Develop and manage annual budgets and quarterly forecasts for assigned departments and global functions, ensuring alignment with corporate targets and key business assumptions.
  • Partner with business leaders and cross‑functional teams to provide financial support for new product development, including building financial models, evaluating business cases, and analyzing profitability and ROI.
  • Track performance of key strategic initiatives, providing updates on financial impacts, progress versus plan, and recommending actions to improve outcomes.
  • Lead global profitability reporting and analytics, including product, customer, region, and channel performance to identify trends, risks, and opportunities for margin improvement.
  • Support monthly and quarterly business review meetings, preparing materials, synthesizing insights, and presenting financial updates to leadership.
  • Collaborate with Accounting, Operations, Supply Chain, and other functions to ensure accurate financial inputs, alignment on assumptions, and visibility into operational drivers.
  • Lead the creation and enhancement of financial models, reporting tools, and processes, identifying opportunities for automation, consistency, and improved decision support.
  • Participate in ad‑hoc analysis and cross‑functional projects, providing data‑driven insight for enterprise‑level decisions and long‑term planning.


Skills and Competencies
  • Ability to analyze, communicate and present information accurately and succinctly.
  • Self-motivated and proactive, both with respect to managing workload and own professional development.
  • Strong work ethic and ability to effectively manage multiple tasks concurrently.
  • Able to adjust to changing priorities - ability to prioritize work and meet deadlines.
  • Highly motivated team player with excellent interpersonal, analytical and problem solving skills.
  • Ability to lead FP&A processes and activities.
  • Capability to meet deadlines and attention to detail.
  • Excellent written and oral communication skills.
  • Proficiency using spreadsheets, word processing, preferably Microsoft Office applications.
  • OneStream/Oracle system experience desired but not required.


Education and Experience
  • Bachelor's degree in accounting or finance, CPA or MBA preferred.
  • 6-10 years experience in corporate finance, or similar progressive experience.


Physical Demands

Employee may have to lift documents/work materials up to 30 pounds in weight. Employee will have to be able to walk/climb to a variety of primary work locations, including traveling by air/auto to remote sites. Employee will need to listen, understand, and speak with team members in person, telephonically, and electronically at all levels within a diverse workforce and with supported organizations. Employee is able to work in front of a personal computer and telephone for long periods of time.

Work Environment

Primary work environment is temperature controlled office setting but may also be visiting different manufacturing facilities where following appropriate safety protocols at the location would be required. Employee will be exposed to low levels of noise in an office.

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

Direct Reports

N/A

Key External Contacts/Clients

Vendors

Diversity Statement

We are committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We will ensure your application is fairly considered and if hired, you will have an equitable opportunity to give your best at work, not because we're required to, but because it's the right thing to do. Enerpac Tool Group will provide reasonable accommodations within the application process upon your request as required to comply with applicable laws. If you have a disability and require assistance in this application process, reach out to our Talent Acquisition Team for additional information.

The above statements reflect the general details necessary to describe the principle functions of the job described and shall not be construed as a detailed description of all the work requirements that may be inherent in the job.

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