Financial Analyst, AR Process Excellence

Trane Technologies; Davidson (NC); On-site; USD 56,000 - 101,000; Full time

Benefits offered by this job

Health insurance

401K match

Tuition assistance

Paid time off

Fertility coverage

Adoption assistance

Volunteer time off

Job summary

Trane Technologies is seeking a Financial Analyst, AR Process Excellence, to own AR reporting and analytics, transforming manual Excel processes into automated, scalable solutions. You’ll partner with Data & Analytics and regional managers to enhance KPI reporting and dashboards, driving improvements in AR health and customer experience.

The role requires strong finance acumen, cross-functional collaboration, and expertise in dashboarding with Excel and BI tools.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Experience in financial analysis, reporting, accounts receivable, order-to-cash, or process excellence environments.
• Strong analytical and problem‑solving skills with the ability to turn data into meaningful business insights.
• Experience building and maintaining dashboards, scorecards, and KPI reporting.
• Strong proficiency in Excel and experience working toward automated reporting solutions.
• Experience partnering with cross‑functional teams, including finance, operations, and data/analytics resources.
• Detail‑oriented with strong organizational skills and the ability to manage multiple priorities.
• Experience with visualization and reporting tools such as Power BI, Tableau, or similar tools preferred.

Responsibilities

• Own the development, enhancement, and ongoing management of Accounts Receivable reporting and analytics for the business.
• Design, build, and maintain KPIs, scorecards, dashboards, and other performance metrics to monitor AR health, process effectiveness, and customer experience.
• Lead the transition of reporting from manual and Excel-based processes to automated, scalable, and easily accessible reporting solutions.
• Identify opportunities to improve reporting efficiency, data availability, and insight generation through automation and process standardization.
• Partner with the Data & Analytics team to develop sustainable reporting solutions, improve data structure, and expand analytical capabilities.
• Collaborate with Regional AR Process Excellence Managers to align reporting with business needs, operational priorities, and process improvement opportunities.

Skills

Analytical thinking

Problem solving

Cross-functional collaboration

Attention to detail

Financial storytelling

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Excel

Power BI

Tableau

Job description

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world’s challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what’s possible for a sustainable world.

Where Is The Work

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

Position Summary

The Financial Analyst, AR Process Excellence, will own reporting and analytics for the AR Process Excellence team. This role is responsible for transforming reporting from manual, Excel-based processes into automated, scalable, and user-friendly solutions that provide timely, actionable insights to business leaders and AR stakeholders. This position will partner closely with the Data & Analytics team and Regional AR Process Excellence Managers to develop, enhance, and maintain KPI reporting, dashboards, and analytical tools that improve visibility, drive process improvements, and enhance customer experience. The ideal candidate combines strong financial and AR knowledge with analytical thinking, reporting expertise, and a continuous improvement mindset.

Key Responsibilities

• Own the development, enhancement, and ongoing management of Accounts Receivable reporting and analytics for the business
• Design, build, and maintain KPIs, scorecards, dashboards, and other performance metrics to monitor AR health, process effectiveness, and customer experience
• Lead the transition of reporting from manual and Excel-based processes to automated, scalable, and easily accessible reporting solutions
• Identify opportunities to improve reporting efficiency, data availability, and insight generation through automation and process standardization
• Partner with the Data & Analytics team to develop sustainable reporting solutions, improve data structure, and expand analytical capabilities
• Collaborate with Regional AR Process Excellence Managers to align reporting with business needs, operational priorities, and process improvement opportunities
• Develop new reporting and analytical views that highlight risks, opportunities, past-due trends, process bottlenecks, and account performance
• Support the creation of executive-ready reporting materials and presentations for leadership review
• Ensure data accuracy, consistency, and integrity across reporting outputs and source files
• Serve as a key point of contact for AR reporting‑related ad hoc analysis and special projects
• Continuously evaluate and improve reporting tools, definitions, and processes to better support the business

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Experience in financial analysis, reporting, accounts receivable, order-to-cash, or process excellence environments
• Strong analytical and problem‑solving skills with the ability to turn data into meaningful business insights
• Experience building and maintaining dashboards, scorecards, and KPI reporting
• Strong proficiency in Excel and experience working toward automated reporting solutions
• Experience partnering with cross‑functional teams, including finance, operations, and data/analytics resources
• Detail‑oriented with strong organizational skills and the ability to manage multiple priorities
• Experience with visualization and reporting tools such as Power BI, Tableau, or similar tools preferred
• Knowledge of Accounts Receivable processes, collections, deductions, dispute management, or customer financial operations preferred

Annual Base Salary Range Or Hourly Base Pay Range

$56,300.00 - $101,394.99

Compensation Type

Salary

Incentive Eligible

No

Sales Commission Eligible

No

Disclaimer

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive At Work And At Home

• Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
• 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations

Safety Sensitive Role

No

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.