Strategic Financial Planning Analyst - Budget & Forecasting

Lennox International; Richardson (TX); On-site; USD 57,000 - 75,000; 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

Job summary

Lennox International, headquartered in Richardson, TX, seeks a Financial Analyst to deliver general financial analyses and support for the annual budget, forecasts, and statistical reporting. This role collaborates with accounting, finance, and operations to drive process improvements and data quality.

A bachelor's degree and strong Excel skills are required. You will engage in budget maintenance, forecasting, and financial research while partnering with multiple teams to implement sustainable

Qualifications

• Requires a bachelor's degree or an equivalent combination of education and experience.
• Proficient in Microsoft Office applications, including Excel and Access.
• Knowledge of enterprise systems (e.g., SAP, Hyperion) preferred.
• Good interpersonal, written and verbal communication skills.

Responsibilities

• Provide general financial analysis and support of an organization’s annual budget process, expense/service fee/staffing forecasts and statistical reporting.
• Support finance transformation initiatives focused on improving financial and accounting processes, reporting capabilities, data quality, and operational efficiency across the organization.
• Partner with accounting, finance, and operational teams to understand current processes, identify improvement opportunities, and assist with implementing sustainable solutions.
• Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
• Maintain various systems/databases for budget analysis, allocations and forecasts.
• Assist in other financial research projects and analysis of operational results.

Skills

Analytical thinking

Communication skills

Education

Bachelor's degree or equivalent

Tools

SAP

Hyperion

Microsoft Excel

Job description

Lennox International, headquartered in Richardson, TX, seeks a Financial Analyst to deliver general financial analyses and support for the annual budget, forecasts, and statistical reporting. This role collaborates with accounting, finance, and operations to drive process improvements and data quality.

A bachelor's degree and strong Excel skills are required. You will engage in budget maintenance, forecasting, and financial research while partnering with multiple teams to implement sustainable