Senior Analyst, FP&A (TK Dealers)

Trane Technologies•Bloomington, NC

10d•Hybrid

About The Position

The Senior FP&A Analyst is a finance business partner supporting financial visibility, planning, and performance management across the business. The role helps drive the financial operating rhythm through monthly P&L analysis, weekly revenue pulse forecasting, Risks & Opportunities tracking, scenario planning, and support for Annual Operating Plan (AOP) and Long-Range Plan (LRP) processes. It partners with commercial, operations, and finance leaders to provide timely analysis, actionable insights, and leadership-ready reporting. The position also supports month-end close, revenue analysis, journal entry preparation, Monthly Operating Review (MOR) and Quarterly Business Review (QBR) materials, bridge analysis, and integration-related activities to improve forecast accuracy, business decision-making, and financial performance.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3–6+ years of experience in FP&A, commercial finance, operational finance, or related analytical roles.
Strong knowledge of financial statements, forecasting, budgeting, month-end close, and performance analysis.
Experience supporting forecast cycles, annual planning processes, and financial reporting.
Advanced Excel proficiency, with strong financial modeling and analytical skills.
Experience preparing leadership-level financial reporting and presentations.
Strong business acumen and ability to translate data into actionable insights.
Strong communication skills and ability to work effectively across functions.
High attention to detail and ability to manage multiple priorities in a fast-paced environment.
Ability to solve problems creatively and work through ambiguity in dynamic environments.

Nice To Haves

Experience in a manufacturing, industrial, distribution, or commercial finance environment.
Familiarity with MOR, QBR, AOP, LRP, and R&O processes.
Experience supporting month-end close, journal entries, revenue forecasting, and margin analysis.
Exposure to integration support, business transformation, or acquisition-related finance activities.
Experience with ERP, financial planning, and reporting systems.
A proven track record of driving process improvement and reporting efficiency.

Responsibilities

Support month-end close activities, including coordinating financial submissions, reviewing results, and preparing select journal entries.
Analyze revenue performance, trends, pacing, and drivers across product, customer, channel, and region.
Perform monthly P&L and variance analysis against prior year, forecast, and plan.
Deliver actionable insights on revenue, margin, volume, mix, and operating costs.
Prepare and maintain weekly revenue pulse forecasts to support near-term visibility and decision-making.
Identify, quantify, and track Risks & Opportunities across the business.
Partner with cross-functional stakeholders on scenario analysis and the financial impact of changing business conditions.
Support AOP and LRP through data consolidation, modeling, analysis, and presentation development.
Prepare MOR and QBR materials and reporting for finance and business leadership.
Provide bridge analysis explaining period-over-period changes in revenue, gross margin, SG&A, and other key financial metrics.
Support integration efforts through financial reporting alignment, performance tracking, and analysis related to business transitions or acquisitions.
Collaborate with commercial, service, operations, and functional teams to gather inputs, validate assumptions, and improve forecast quality.
Improve finance processes, reporting tools, and forecasting methodologies through standardization, automation, and continuous improvement.
Ensure financial data, reporting packages, and leadership presentations are accurate, consistent, and timely.