Sr. Financial Planning Analyst
About The Position
Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees feel heard and welcomed. Lennox is a global community that values each team member’s contributions and offers a supportive environment for career development. Come, stay, and grow with us. What Drives Success 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
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 per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
