Senior Finance Analyst

Trane Italia•Minneapolis, MN

5d•$105,228 - $146,720•Hybrid

About The Position

The Thermo King Senior Finance Analyst, Investment & Capital is part of the Americas Financial Planning & Analysis organization and manages the integrity of the full investment project portfolio across all functions within the TK Americas SBU. The role covers financial planning, forecasting, management reporting and analysis, and support for investment project business cases and portfolio prioritization. The successful candidate demonstrates authentic leadership, cross-functional partnership, business acumen, analytical excellence, and a strong work ethic in a fast-paced environment. The role calls for a self-motivated, profit- and growth-minded professional committed to continuous improvement of investment processes. The position partners with executive and functional stakeholders to develop and execute the TK Investments Strategy, maintain reliable investment portfolio systems and processes, and promote consistent business-case standards. It also leads the monthly TK Americas Investment Review Board and prepares business-unit reporting. Work is onsite Monday through Thursday; on Fridays, employees may choose their work location based on work requirements.

Requirements

Four-year degree in accounting or finance.
3–5 years of experience within the Finance function of a publicly held global corporation.
Ability to build relationships and instill confidence and trust with executive management and external stakeholders.
Ability to assess and implement process improvements and drive change, efficiency, and standardization of finance processes.
Strong knowledge of financial statements and U.S. GAAP aspects related to consolidation of financial statements.
Strong analytical, accounting, and reporting tools and system skills, including Tableau, HFM, Oracle, and Excel.
Technical skills in accounting, finance, and related areas, and experience with accounting cycles such as AOP and LRP and with standards setting.

Nice To Haves

MBA and/or CPA.

Responsibilities

Partner with the Executive PGT (Engineering, Product Management, Integrated Supply Chain) and other SBU functions to develop and execute the TK Investments Strategy.
Develop investment forecasts (LRP/AOP/FCST) covering expense and capital investments, including facilitating cross-functional working sessions to prioritize investments in alignment with TK Americas strategic pillars and forecast targets.
Use the capital management system to establish standard processes and definitions for adding and maintaining investment projects, accurately forecasting and measuring project costs and benefits, and continuously improving systems and processes.
Lead and facilitate the monthly TK Americas Investment Review Board, including setting the presentation calendar, educating presenters on standard work, reviewing business-case approvals and lookbacks in advance, and previewing the presentation with the VP of Finance.
Serve as the SBU subject matter expert and resource for business-case standard work, including holding education sessions on business-case and capital-management-system standards.
Drive accountability for project execution on time and on budget and for achieving planned return on investment.
Connect investment portfolio prioritization and execution to TK Americas strategic pillars and long-term goals for growth, cash flow, and Cash Return on Invested Capital (CROIC).
Prepare monthly and quarterly business-unit reports, including B&O, QBR, and MOR presentations, highlighting progress toward AOP investment targets.
Partner with organizations such as RTR, Procurement, and Compliance to support accurate financial reporting and effective internal controls in accordance with GAAP, FICAP, Sarbanes, and internal-control standards.