Senior Finance Analyst – Marketing Strategy & Forecasting

Trane Technologies; Davidson (NC); On-site; USD 97,000 - 136,000; Full time

Benefits offered by this job

Health insurance

401K match

Tuition assistance

Paid time off

Job summary

Trane Technologies in North Carolina seeks a Senior Financial Analyst, Marketing for the Residential HVAC unit. You will lead forecasting, reporting, and performance analysis for marketing programs and translate results into insights that guide business decisions.

The role requires a four-year degree in accounting or finance, 5+ years in corporate finance, strong analytical and communication skills, and experience with Tableau, Oracle, and OneStream.

Qualifications

• Four-year degree in accounting or finance required; MBA and/or CPA preferred.
• 5+ years of experience within the Finance function of a publicly held global Corporation required.
• Strong analytical, financial modeling, and problem-solving skills.
• Demonstrated ability to identify process improvements and drive efficiency, standardization, and change.
• Strong interpersonal, communication, and presentation skills.
• Understanding of key performance drivers across the P&L, balance sheet, and cash flow statement.

Responsibilities

• Manage the monthly close cycle, forecasts, and AOP/LRP process for the Marketing functional budget and contra-revenue accounts.
• Translate complex financial data into actionable insights for non-financial business partners.
• Develop and maintain reporting packages that support decision-making and performance visibility.
• Partner with Marketing leaders to evaluate budget effectiveness and improve forecasting accuracy.
• Drive financial excellence through strong controllership, process discipline, and continuous improvement.
• Support finance transformation through analytics, standardization, and improved reporting capabilities.
• Provide ad hoc financial analysis and decision support based on evolving business priorities.

Skills

Financial modeling

Analytical skills

Cross-functional collaboration

Communication skills

Time management

Education

Bachelor's degree in accounting or finance

MBA or CPA preferred

Tools

Tableau

Oracle

OneStream

Job description

Trane Technologies in North Carolina seeks a Senior Financial Analyst, Marketing for the Residential HVAC unit. You will lead forecasting, reporting, and performance analysis for marketing programs and translate results into insights that guide business decisions.

The role requires a four-year degree in accounting or finance, 5+ years in corporate finance, strong analytical and communication skills, and experience with Tableau, Oracle, and OneStream.