Sr. Sales & Incentive Compensation Analyst

CFO Trane U.S. Inc.-CFO; Davidson (NC); Hybrid; USD 76,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Paid time off

401K match

Tuition assistance

Job summary

Trane Technologies is seeking a Sr. Incentive Analyst to drive incentive compensation analysis and reporting, partnering with Sales, Finance, and HR to deliver meaningful insights.

You will lead monthly closes for field headcount, model financials, and reconcile results with leadership. Ideal candidates bring 5–7 years of finance or analytics experience, proficiency in Tableau/Dataiku/OneStream, and a collaborative, detail‑oriented mindset.

Qualifications

• Bachelor’s degree in Accounting, Finance or equivalent is required.
• MBA is a plus.
• Minimum 5-7 years of experience in finance, accounting, sales analytics or related field.
• Sales Finance, Analytics experience preferred but not required.
• Comfortable working in a matrix environment.
• Compelling and collaborative communication style.
• High learning agility and intellectual curiosity.
• Detail oriented and deadline sensitive.
• Experience in Tableau, Dataiku and OneStream is a plus.
• Travel up to 5%.

Responsibilities

• Administer sales incentive compensation plan calculations and reporting for eligible employees.
• Monitor and analyze sales performance and incentive plan effectiveness with insights and recommendations.
• Lead monthly finance close for field organization headcount; model, journal entries, variance analysis, reporting.
• Perform monthly reconciliations for incentive compensation reserves and related expenses.
• Prepare monthly accrual-to-payroll analyses and improve alignment of results and payroll.
• Collaborate with Finance and HR for accurate incentive payments across responsibilities.
• Maintain standard work for incentive calculations, monthly activities and processes.
• Serve as Tableau security administrator for incentive statements and access requests.
• Review and resolve HR cases related to assigned areas.
• Develop dashboards and reports tracking quota attainment, productivity and payouts.
• Participate in incentive compensation training with HR and leadership.
• Support ad hoc sales performance analyses with Excel, Tableau and other tools.
• Contribute to cross-functional projects and continuous improvement in sales ops.

Skills

Analytical thinking

Communication skills

Collaborative style

Learning agility

Detail oriented

Tableau experience

Education

Bachelor’s degree in Accounting, Finance or equivalent

MBA a plus

Tools

Tableau

Dataiku

OneStream

Job description

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world. Learn about our benefits designed for you to Thrive at work and at home. We boldly go.

Where is the work

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

What's in it for you

This role gives you the opportunity to help drive business performance through impactful sales incentive compensation analysis and reporting.

As a Sr. Incentive Analyst, you will play an important role in supporting sales effectiveness by ensuring incentive plans are administered accurately, financial results are modeled and reconciled effectively, and leaders have access to meaningful performance insights. In this role, you will work cross-functionally with Sales, Finance, and HR, contributing to key business processes and continuous improvement initiatives that strengthen operational efficiency and decision-making. This position is ideal for someone who enjoys combining analytics, financial rigor, and collaboration to influence business outcomes in a dynamic matrixed environment.

What you will do

• Administer sales incentive compensation plan calculations and reporting for eligible employees across the business unit(s).
• Monitor and analyze sales performance and incentive plan effectiveness, providing insights and recommendations to improve sales productivity and business outcomes.
• Lead the monthly finance close process for field organization headcount, including financial modeling, journal entries, variance analysis, and communication of results to leadership.
• Perform monthly reconciliations for incentive compensation balance sheet reserves and related expense entries.
• Prepare monthly accrual-to-payroll analyses and identify opportunities to reduce gaps between financial results and payroll outcomes.
• Partner closely with Finance and HR to ensure accurate and timely processing of incentive payments within assigned areas of responsibility.
• Maintain and enhance standard work documentation for incentive compensation calculations, monthly financial activities, and related business processes.
• Serve as Tableau security administrator for incentive compensation statements and access requests.
• Review, investigate, and resolve HR cases related to assigned areas of responsibility.
• Maintain and enhance existing reporting models, dashboards, and analytical tools that support Sales, HR, and Finance decision-making.
• Develop and maintain dashboards and reports that track key sales performance metrics, including quota attainment, sales productivity, compensation payouts, and territory performance.
• Participate in incentive compensation training for field teams in partnership with HR and business leadership.
• Collaborate with Sales, Finance, and HR on ad hoc sales performance analysis using Excel, Tableau, and other reporting or automation tools.
• Support cross-functional projects and continuous improvement initiatives related to sales operations, compensation processes, and reporting capabilities.

What you will bring

• Bachelor’s degree in Accounting, Finance or equivalent required.
• MBA a plus.
• Minimum 5-7 years of experience in finance, accounting, sales analytics or related field.
• Sales Finance, Analytics experience preferred but not required.
• Comfortable working in matrix environment.
• Compelling and collaborative communication style.
• High level of learning agility and intellectual curiosity.
• Detail oriented and deadline sensitive.
• Experience in Tableau, Dataiku, OneStream a plus.
• Travel 5%.

Annual Base Salary Range or Hourly Base Pay Range

$75,700.00 - $135,834.99

Compensation Type

Salary. Incentive Eligible: Yes. Sales Commission Eligible: No. Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Benefits

• Health insurance and holistic wellness programs that include generous incentives - WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
• 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support.
• Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations.

Safety Sensitive Role

No. The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

Equal Opportunity Employer

We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

About Us

At Trane Technologies, we're climate innovators with the courage to look at our world’s challenges and see endless opportunities. We aren't afraid to make bold commitments that set new standards to enhance the health and well-being of our employees, customers, communities, and the planet we share. Learn more about what we do & how we do it.

Joining the Trane Technologies team is more than just a job – it’s the beginning of a career full of purpose, impact, and meaningful contributions that challenge what’s possible for a more sustainable future. Together, we know we can change the world. With an inclusive culture, benefits to support you and your family, limitless opportunities to grow, flexibility to help you balance life’s demands, and more – you'll be supported to thrive at work and at home. Learn more about building a career with us.

At Trane Technologies, we believe in providing equal access and opportunity for all. We are committed to providing reasonable accommodations to our candidates and employees who may need assistance with application or recruitment processes due to disability or impairment. To request an accommodation, please contact us at: [e-mail]