Lead Financial Analyst

Daikin Applied Americas; Plymouth (MN); Hybrid; USD 90,000 - 153,000; Full time

Benefits offered by this job

401K retirement plan with employer gap

Paid time off

Company-paid holidays

Tuition Reimbursement

Medical insurance plan options

Job summary

Daikin Applied is seeking a Lead Financial Analyst in Plymouth, MN. The role leads budgeting, forecasting, financial analysis, reporting, and strategic planning to support informed decision-making.

Hybrid (3 days in office) with cross-functional business partnering across Digital, Central Operations, and fixed cost reporting. The position requires a BS/BA in business, finance, or accounting and 5+ years of finance experience, with advanced Excel and strong analytical, communication, and

Qualifications

• Bachelor’s degree in Business Management, Finance or Accounting or related field.
• 5+ years of progressive finance experience.
• Advanced Microsoft Excel skills.
• Ability to synthesize complex data and identify trends.
• Strong communication and collaboration across functions.

Responsibilities

• Manage the annual budgeting process and develop forecasts.
• Review actual results vs budget and prior periods to identify variances.
• Develop financial reports, dashboards, and presentations for senior leadership.
• Build and maintain financial models for planning and scenarios.
• Translate data into actionable recommendations for decisions.
• Investigate variances and communicate key drivers.
• Work with department heads to monitor spending and performance.
• Identify opportunities to improve forecasting, reporting, and systems.

Skills

Finance experience

Excel

Analytical skills

Communication

Interpersonal skills

Business acumen

Decision making

Stakeholder focus

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

Microsoft Excel

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:

Daikin Applied offers the following benefits for this position, subject to applicable eligibility requirements:

• 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 displayedrepresentsthe 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!