Financial Planning Analyst

Lennox; Richardson (TX); On-site; USD 57,000 - 75,000; Full time

Benefits offered by this job

Tuition reimbursement

Medical insurance

401(k) retirement plan

Paid time off

Job summary

Lennox is seeking a Financial Analyst to support financial reporting and analysis. This role involves budgeting, forecasting, and maintaining relationships with various teams for effective financial management.

The ideal candidate should hold a bachelor's degree, be proficient in Microsoft Office, and possess strong communication skills. Benefits include tuition reimbursement, medical insurance, and paid time off.

Qualifications

• Requires a bachelor's degree or an equivalent combination of education and experience.
• Proficient in Microsoft Office applications, including Excel and Access.
• Knowledge of enterprise systems (e.g., SAP, Hyperion) preferred.

Responsibilities

• Provide general financial analysis and support for budget processes.
• Support finance transformation initiatives to improve processes.
• Develop and maintain relationships across functional teams.
• Maintain systems for budget analysis and forecasts.
• Assist in financial research projects and operational results analysis.

Skills

Financial analysis

Microsoft Office

Interpersonal skills

Communication skills

Knowledge of ERP systems

Education

Bachelor's degree or equivalent

Tools

Excel

Access

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

This analyst provides less complex accounting, financial reporting and analysis of an organization's expenditures and initiatives.

What You'll Be Doing

• Provide general financial analysis and support of an organization’s annual budget process, expense/service fee/staffing forecasts and statistical reporting.
• Support finance transformation initiatives focused on improving financial and accounting processes, reporting capabilities, data quality, and operational efficiency across the organization.
• Partner with accounting, finance, and operational teams to understand current processes, identify improvement opportunities, and assist with implementing sustainable solutions.
• Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
• Maintain various systems/databases for budget analysis, allocations and forecasts.
• Assist in other financial research projects and analysis of operational results.

What We Are Looking For

• Requires a bachelor's degree or an equivalent combination of education and experience.
• Proficient in Microsoft Office applications, including Excel and Access.
• Knowledge of enterprise systems (e.g., SAP, Hyperion) preferred.
• Good interpersonal, written and verbal communication skills.

What We Offer

Compensation: This is a salaried exempt role. The starting salary range for this role and market is between $57,000 - $74,550 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.

Benefits: 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, 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.

We may use automated tools, including artificial intelligence, to support parts of our hiring process, such as application review and interview scheduling. These tools assist our teams but do not replace human decision-making. If you need an accommodation or have questions, please contact [e-mail].