Sr. Financial Planning Analyst

Lennox International•Richardson, TX

2d•Onsite

About The Position

The LRH FP&A Senior Analyst is responsible for creating financial reporting and planning and analysis acting as the primary financial support and partner for their assigned region and related districts/zones. This includes assisting in updating forecasts, analyzing financial results, communicating the financial story to Business Partners, FP&A/Accounting, the Home Comfort Solutions Segment, and LII. The position provides the opportunity to develop experience in the fundamentals of our regional distributor financial performance and reporting best practices.

Requirements

Requires a bachelor's degree in Finance, Accounting, or related field with 8 years of related experience
Proficient in Microsoft Office applications (Excel, PowerPoint, Power BI, etc.)
Excellent interpersonal, written, and verbal communication skills
Excellent financial modeling skills

Nice To Haves

Master’s Degree or MBA Candidate a plus
Knowledge of enterprise systems (e.g., SAP, BW, Hyperion) and/or analytics platforms (e.g., Qlik) preferred

Responsibilities

Serve as a thought leader for fellow analysts, proactively sharing expertise, modeling best practices, and fostering collaboration to drive effective financial analysis and results.
Develops annual financial plan targets for Lennox Residential HVAC (LRH) and associated regions, with monthly updates to ensure alignment with organizational objectives.
Supports the execution of strategic initiatives, contributing to the attainment of revenue and margin goals.
Conducts comprehensive reviews of financial results in partnership with business stakeholders, analyzing actual performance against plan, forecast, and prior year figures to identify variances, discern trends, and monitor impacts to key performance indicators.
Collaborates with cross-functional partners to gain a thorough understanding of key business drivers, then communicates findings, insights, and implications to the Region leadership.
Leads the development and deployment of sophisticated financial models and analytical tools to enhance the effectiveness and efficiency of business processes and applications.
Analyzes financial metrics—NPV, IRR, and payback period—for store network decisions such as new locations, renewals, and relocations to guide profitability assessments.
Conducts ad hoc financial research as needed