Financial Planning Analyst

Lennox International • Richardson, TX

3d

About The Position

This role will support the organization’s financial planning, forecasting, reporting, and analysis activities. The Financial Planning Analyst will provide financial insights and analytical support to help drive informed business decisions and ensure effective management of budgets, expenses, and operational initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or an equivalent combination of education and relevant experience.
• At least 1 year of experience in financial analysis, accounting, budgeting, forecasting, or a related field.
• Strong proficiency in Microsoft Office applications, particularly Excel; experience with Access is a plus.
• Strong analytical and problem-solving skills with the ability to interpret financial data, identify trends, and communicate meaningful insights.
• Excellent interpersonal, written, and verbal communication skills, with the ability to effectively collaborate with cross-functional teams.
• Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

• Experience working with enterprise financial systems such as SAP, Hyperion, or similar platforms preferred.

Responsibilities

• Support the annual budgeting process, including expense, service fee, staffing, and other financial forecasts and reporting requirements.
• Prepare, analyze, and maintain financial forecasts, budgets, and projections to support business planning and decision-making.
• Analyze financial and operational results, identify trends and variances, and provide insights to key stakeholders.
• Build and maintain strong relationships across functional teams to address financial reporting, forecasting, budgeting, and analysis needs.
• Maintain financial planning systems and databases, ensuring accurate and timely information for budget analysis, allocations, reporting, and forecasting.
• Assist with financial research, special projects, and ad hoc analyses to evaluate business performance and operational results.
• Partner with cross-functional teams to identify opportunities for improved financial performance, efficiency, and reporting accuracy.
• Support the development of financial reports and presentations for leadership and other key stakeholders.

Benefits

• tuition reimbursement
• medical, dental, and vision insurance
• prescription drug coverage
• 401(k) retirement plan
• short-term disability insurance
• 8 weeks paid birthing leave
• 2 weeks paid bonding leave
• life and long-term disability insurance
• 12 days paid time off
• 2 paid well-being days
• 1 paid volunteer day
• 12 paid holidays
• 3 floating holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level