Financial Planning Analyst

Lennox National Account Services (NAS); Fort Lauderdale (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Tuition reimbursement

Medical, dental, and vision insurance

401(k) retirement plan

Short-term disability insurance

Paid leave and holidays

Job summary

Lennox National Account Services (NAS) in Fort Lauderdale, FL is seeking a qualified Financial Analyst to perform quantitative analysis of operations and financial data, prepare internal reports, and build budgets and forecasts.

The role requires a bachelor's degree, at least 5 years of related experience, strong Excel and ERP system knowledge, and excellent communication. This is a salaried exempt on-site position with a comprehensive benefits package.

Qualifications

• Requires a bachelor’s degree or an equivalent combination of education and experience.
• Requires at least 5 years related experience
• Strong organizational skills, attention to detail
• Proficient with SQL, PowerPivot, Power Query Microsoft Office applications, and advanced Excel
• Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion)
• Good interpersonal, written and verbal communication skills.

Responsibilities

• Performs quantitative analysis and insight of operational and financial data
• Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information
• Builds budgets and forecasts of future company performance
• Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities
• Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues
• Maintains various systems / databases for budget analysis, allocations and forecasts
• Resolve workflow inefficiencies through process optimization
• Assists in other financial research projects and analyses of operational results
• Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initiatives.

Skills

Organizational skills

Attention to detail

Interpersonal communication

Written communication

Verbal communication

Education

Bachelor's degree or equivalent

Tools

SQL

Power Pivot

Power Query

Microsoft Office

Advanced Excel

Great Plains

SAP

Hyperion

Job description

Lennox National Account Services (NAS), wholly owned by Lennox International, a 120+ year old company and a world leader in the Heating, Ventilation and Air Conditioning (HVAC) industry. NAS is a major, national player in the Commercial Heating Ventilating and Air Conditioning (HVAC) maintenance and service industry.

We have 100+ offices throughout the continental United States and are still growing and expanding. In the next 5 years we will double the number of Branch Offices and significantly increase annual revenue. In order to so we need good people like you, who want to grow and learn. We consistently offer the best of both to all our employees. We are an equal opportunity employer (EEOC).

For information regarding our impressive benefits package, please visit our web site at LII Benefits. We have matching 401(k), comprehensive health and wellness, perks and discounts, pet insurance, free subscriptions and much more! Note: benefits may vary depending on the position and are subject to change.

THIS ROLE IS ON SITE IN FORT LAUDERDALE, FL.

Duties include, but are not limited to:

• Performs quantitative analysis and insight of operational and financial data
• Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information
• Builds budgets and forecasts of future company performance
• Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities
• Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues
• Maintains various systems / databases for budget analysis, allocations and forecasts
• Resolve workflow inefficiencies through process optimization
• Assists in other financial research projects and analyses of operational results
• Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initiatives.

What We Are Looking For

• Requires a bachelor’s degree or an equivalent combination of education and experience.
• Requires at least 5 years related experience
• Strong organizational skills, attention to detail
• Proficient with SQL, PowerPivot, Power Query Microsoft Office applications, and advanced Excel.
• Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion).
• Good interpersonal, written and verbal communication skills.

Compensation:

This is a salaried exempt role. The salary range for this role and market is between $75,000 - $85,000 annually. Factors that may affect the starting salary include geography/market and the individual’s tenure, performance, skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for 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, 10 paid holidays, and 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.