Financial Planning Analyst: Budgeting & Forecasting

Lennox; Richardson (TX); On-site; USD 66,000 - 87,000; Full time

Benefits offered by this job

Tuition reimbursement

Medical, dental, and vision insurance

401(k) retirement plan

Short-term disability insurance

Paid time off and holidays

Birthing leave

Job summary

Lennox is seeking a Financial Planning Analyst to support our financial planning, forecasting, reporting, and analysis activities. You will provide financial insights to help drive informed business decisions and ensure effective management of budgets, expenses, and operational initiatives.

This is a salaried exempt role with a starting salary range of $66,400 to $87,150 annually. A performance-based bonus applies, and Lennox offers a comprehensive benefits package including medical, dental,

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• At least 1 year of experience in financial analysis, budgeting, forecasting, or a related field.
• Strong proficiency in Microsoft Excel; experience with Access is a plus.
• Experience with SAP, Hyperion, or similar platforms.
• Strong analytical and communication skills.
• Able to collaborate with cross-functional teams.

Responsibilities

• Support the annual budgeting process including forecasts and reporting requirements.
• Prepare and maintain financial forecasts, budgets, and projections.
• Analyze financial and operational results, identify trends and variances, and provide insights.
• Build relationships across functional teams to address reporting needs.
• Maintain FP&A systems and databases for budget analysis and forecasting.
• Assist with financial research, special projects, and ad hoc analyses.
• Partner with cross-functional teams to identify opportunities for improved performance.
• Support development of financial reports and presentations for leadership.

Skills

Financial analysis

Budgeting

Forecasting

Excel proficiency

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Business, Economics

Tools

SAP

Hyperion

Access

Job description

Lennox is seeking a Financial Planning Analyst to support our financial planning, forecasting, reporting, and analysis activities. You will provide financial insights to help drive informed business decisions and ensure effective management of budgets, expenses, and operational initiatives.

This is a salaried exempt role with a starting salary range of $66,400 to $87,150 annually. A performance-based bonus applies, and Lennox offers a comprehensive benefits package including medical, dental,