Lead Financial Analyst

Daikin Applied Americas Inc; Iowa (LA); Hybrid; USD 90,000 - 153,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K retirement plan with employer 3%+

Paid time off & holidays

Paid sick time per law

Tuition reimbursement after 6 months

No visa sponsorship

Job summary

Daikin Applied, the world’s largest HVAC company, is seeking a Lead Financial Analyst in Plymouth, MN. This hybrid role supports Digital, Central Operations, and fixed-cost reporting, driving financial performance through budgeting, forecasting, and strategic analysis.

Responsibilities include building financial models, presenting to senior leadership, and partnering with department heads to improve forecasting and reporting.

Qualifications

• 5+ years of progressive finance experience
• Bachelor's degree in business, finance or accounting
• Advanced Microsoft Excel skills
• Analytical and problem-solving abilities
• Strong communication and collaboration across functions
• Solid business acumen and decision-making
• Customer and stakeholder focus
• Integrity, inclusion and professionalism

Responsibilities

• Lead annual budgeting and develop periodic forecasts.
• Review actual results versus budget and forecast to identify trends and variances.
• Create financial reports, dashboards and presentations for senior leadership.
• Build and maintain financial models to support planning and scenarios.
• Translate financial data into actionable recommendations for strategic decisions.
• Investigate variances in revenue, expenses, margins and cash flow and communicate drivers.
• Collaborate with department heads to develop budgets and monitor spending.
• Identify opportunities to improve forecasting, reporting, and systems.

Skills

Advanced Excel

Analytical & problem solving

Communication & collaboration

Business acumen & decisions

Customer & stakeholder focus

Integrity & professionalism

Education

Bachelor's degree in Business/Finance/Accounting

Job description

Join the world's largest HVAC company, named by Forbes as one of America's Best-In-State Employers 2025! Daikin Applied is seeking a Lead Financial Analyst. The Lead Financial Analyst will lead the budgeting, forecasting, financial analysis, reporting, strategic planning, business partnering, and process improvement to support informed decision-making and drive financial performance for Digital, Central Operations, and company-wide fixed cost reporting. Come be a part of an exciting journey at Daikin Applied, where innovation and excellence drive our every endeavor! Location: Plymouth, MN – Hybrid (3 days/week in office)

Your Responsibilities:

• Manage the annual budgeting process and develop periodic financial forecasts.
• Review actual results versus budget, forecast, and prior periods to identify trends and variances.
• Develop financial reports, dashboards, and presentations for senior leadership.
• Build and maintain financial models to support business planning, investment decisions, and scenario analysis.
• Translate financial data into actionable recommendations that support strategic and operational decisions.
• Investigate significant revenue, expense, margin, and cash-flow variances and communicate key drivers.
• Work with department heads to develop budgets, monitor spending, and improve financial performance.
• Identify opportunities to improve forecasting, reporting, planning processes, and financial systems.

Your Qualifications:

• Bachelor's degree in Business Management, Finance or Accounting, or related field
• 5+ years of progressive finance experience
• Advanced Microsoft Excel skills
• Analytical & Problem-Solving Skills: Ability to synthesize complex data, identify trends, evaluate alternatives, and develop recommendations that support informed business decisions.
• Communication & Interpersonal Effectiveness: Demonstrated ability to communicate clearly and professionally, build strong relationships, collaborate across functions, and effectively present financial information to diverse audiences.
• Business Acumen & Decision Making: Strong understanding of business operations and financial drivers, with the ability to exercise sound judgment, support strategic objectives, and contribute to profitable business outcomes.
• Customer & Stakeholder Focus: Proven ability to support internal customers, manage priorities effectively, respond to business needs, and deliver on commitments.
• Integrity, Inclusion & Professionalism: Demonstrates high ethical standards, maintains confidentiality, values diverse perspectives, and fosters a respectful and inclusive work environment.

Your Benefits:

• Multiple medical insurance plan options + dental and vision insurance
• 401K retirement plan with employer match
• Paid time off and company-paid holidays
• Paid sick time in accordance with the federal, state and local law
• Tuition Reimbursement after 6 months of continuous service
• Work visa sponsorship is not available for this position.

The typical annual base salary for this position ranges from $90,000-$153,300 + 10% bonus in Minnesota. The range displayed represents the pay range for all positions in the job grade in which this position falls. Individual base pay will depend on a wide range of factors, including your skills, qualifications, experience, and location.

Employment is contingent upon successful completion of pre-employment requirements, including verification of employment history, education, background screening, and drug testing where permitted by law. Safety-sensitive positions may require cannabis (marijuana) testing. All testing and employment decisions will comply with applicable federal, state, and local laws.

If you're looking for an engaging career with growth opportunities in a supportive environment, you'll love a career at Daikin Applied! Building a more sustainable planet. Creating comfortable, healthy spaces for people to connect, live and work. Perfecting the air we share.

Daikin Applied is not just an HVAC company. We're part of a global technology powerhouse that uses Heating, Ventilation and Air Conditioning (HVAC) to transform the world. We're innovators and leaders. Not only as a business, but as individuals. And we are honored to say we were named to Forbes' America's Best-In-State Employers list for 2025, ranking #1 in Minnesota for Manufacturing and Engineering. You see, we're not just innovating on the outside. We're innovating on the inside to unlock people's unlimited potential and bring out the diverse and groundbreaking ideas that will help us solve today's most pressing challenges. That's why Daikin offers more than a job. Here's where you'll be heard, be valued, belong -- and be able to make your mark.

Over the past several years, we’ve proudly welcomed several organizations into our family, each bringing unique strengths, deep expertise, and talented teams. As we continue to grow, these partners play a vital role in expanding our capabilities and shaping the future of our organization. Whichever Daikin Applied company you join, you’ll be part of a unified, supportive environment where you can make an impact and grow your career.