Financial Planning & Analysis Principal

Lennox International•Richardson, TX

7d•Onsite

About The Position

Lennox (NYSE: LII) is seeking a Principal, Financial Planning & Analysis to join their business unit finance team. This individual contributor role requires an experienced financial background with a track record for thought leadership, innovation, and growth. The position will support the annual budget process, forecasting activities, and lead team members in analyst and planning roles for corporate functions such as Marketing, Customer Experience & Revenue Operations. The role will report directly to the Vice President, Controller of the largest business unit and will have no direct reports.

Requirements

Requires a bachelor's degree or an equivalent combination of education and experience.
Requires at least 6 years related experience.
Working knowledge of applicable government regulations.
Proficient in Microsoft Office applications, with strong Excel and Access skills.
Recent experience using AI tools (e.g. Databricks Genie, Claude for Excel)
Knowledge of enterprise systems (e.g., SAP, Hyperion).
Advanced aptitude in problem solving.
Strong leadership skills with proven ability to lead and manage.
Excellent interpersonal, written and verbal communication skills.

Responsibilities

Contribute to the development of Financial Strategies that align with the organization's overall vision and its current and long-term business objectives.
Analyze, evaluate, and develop forecasting models that identify and clearly present to management potential areas of opportunities and risks.
Lead & coordinate the preparation, documentation, and presentation of Budgets and Forecasts.
Ensure reports are accurate and timely, working to streamline/automate reporting.
Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
Continually improve and maintain various systems / databases for budget analysis, allocations, sales commission accruals and forecasts.
Independently lead process improvement initiatives and ad hoc financial analysis.
Mentors the finance team and other business segments of the organization to promote a better understanding of financial tools and metrics designed to enhance profitability.
Maintain operational and administrative discipline within scope of responsibility by ensuring the accurate and timely completion of time/attendance records, execution of DPT procedures, safety/quality audits and associated corrective actions, development and execution of an effective cross-training plan, and consistent application of current policies.