Financial Planning & Analysis Principal

Lennox International; Richardson (TX); On-site; USD 123,000 - 162,000; Full time

Benefits offered by this job

Tuition reimbursement

Medical, dental, vision

401(k) retirement plan

Short-term disability

Birthing leave (8 weeks)

Paid bonding leave (2 weeks)

Life and long-term disability

Paid holidays and well-being days

Job summary

Lennox International is seeking a Principal, Financial Planning & Analysis to lead budgeting, forecasting, and financial strategy development for our largest business unit. The role reports to the Vice President, Controller and requires a proactive, analytical leader who can guide cross‑functional teams.

Ideal candidates will have a strong background in financial planning, regulatory awareness, and experience with SAP/Hyperion, Excel, and AI tools.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• At least 6 years related experience.
• Working knowledge of applicable government regulations.
• Proficient in Microsoft Office applications, with strong Excel and Access skills.
• Recent experience using AI tools (e.g. Databricks Genie, Claude for Excel).
• Knowledge of enterprise systems (e.g., SAP, Hyperion).
• Advanced aptitude in problem solving.
• Strong leadership skills with proven ability to lead and manage.
• Excellent interpersonal, written and verbal communication skills.

Responsibilities

• Contribute to the development of financial strategies aligning with long‑term objectives.
• Analyze, evaluate, and develop forecasting models for opportunities and risks.
• Lead the preparation, documentation, and presentation of budgets and forecasts.
• Ensure reports are accurate and timely; streamline reporting.
• Maintain relationships across teams to resolve financial issues.
• Improve systems for budget analysis, allocations, and forecasts.
• Lead process improvement initiatives and ad hoc financial analyses.
• Mentor the finance team to enhance profitability.

Skills

Leadership

Communication

Problem solving

Financial analysis

Strategic thinking

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Tools

Excel

Access

Databricks Genie

Claude for Excel

SAP

Hyperion

Job description

Who We Are

Lennox (NYSE: LII) 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

Our business unit finance team has an immediate need to fill the individual contributor role of Principal, Financial Planning & Analysis. The ideal candidate for this role will have an experienced financial background with a solid track record for thought leadership, and a penchant for innovation and growth.

This role will support the annual budget process, forecasting activities, and will also lead team members in analyst and planning roles in support of our corporate functions (including Marketing, Customer Experience & Revenue Operations). This role will have no direct reports and will report directly to the Vice President, Controller of our largest business unit.

OUR IDEAL CANDIDATE ENJOYS

• Challenging work that makes use of your capabilities and talents.
• Being able to personally grow and learn through work.
• Setting stretch goals and taking personal responsibility in achieving them.
• Holding themselves and those around them accountable to goals.
• Being able to do a variety of things.
• Interacting with people at work as a trusted business partner.

WHAT YOU’LL BE DOING

• Contribute to the development of Financial Strategies that align with the organization’s overall vision and its current and long‑term business objectives.
• Analyze, evaluate, and develop forecasting models that identify and clearly present to management potential areas of opportunities and risks.
• Lead & coordinate the preparation, documentation, and presentation of Budgets and Forecasts.
• Ensure reports are accurate and timely, working to streamline/automate reporting.
• Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
• Continually improve and maintain various systems / databases for budget analysis, allocations, sales commission accruals and forecasts.
• Independently lead process improvement initiatives and ad hoc financial analysis.
• Mentors the finance team and other business segments of the organization to promote a better understanding of financial tools and metrics designed to enhance profitability.
• Maintain operational and administrative discipline within scope of responsibility by ensuring the accurate and timely completion of time/attendance records, execution of DPT procedures, safety/quality audits and associated corrective actions, development and execution of an effective cross‑training plan, and consistent application of current policies.

What We Are Looking For

• Requires a bachelor’s degree or an equivalent combination of education and experience.
• Requires at least 6 years related experience.
• Working knowledge of applicable government regulations.
• Proficient in Microsoft Office applications, with strong Excel and Access skills.
• Recent experience using AI tools (e.g. Databricks Genie, Claude for Excel)
• Knowledge of enterprise systems (e.g., SAP, Hyperion).
• Advanced aptitude in problem solving.
• Strong leadership skills with proven ability to lead and manage.
• Excellent interpersonal, written and verbal communication skills.

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What We Offer

Compensation: This is a salaried exempt role. The starting salary range for this role and market is between $123,200-161,700 annually. Factors that may affect starting salary include geography/market and the skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for an annual bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime.

Subject to applicable eligibility requirements, the following benefits are offered for this role:

• 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

Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to:

• 12 days paid time off
• 2 paid well‑being days
• 1 paid volunteer day
• 12 paid holidays
• 3 floating holidays per year

Our Culture

At Lennox, our Core Values of Integrity, Respect & Excellence are ingrained in the fabric of the organization. They define our culture — which is about how we do business and how we treat others. Lennox is not just a workplace; we are a global community that values each team member’s contributions.

As an equal opportunity employer, we are committed to recruit, develop, and retain talented individuals from a wide range of backgrounds, ensuring that everyone has the opportunity to succeed and contribute to our continued growth and success.

At Lennox, you’ll take pride in our brands, knowing you are part of something special. Come, stay, and grow with us!

Disclaimers: The compensation and benefits information is accurate as of the date of this posting. Lennox reserves the right to modify this information at any time, with or without notice, subject to applicable law.