Posted 2w ago

Sr Financial Planning Analyst

@ Lennox International
Richardson, Texas, United States
$82k-$108k/yrOnsiteFull Time
Responsibilities:Develop strategies, Forecast analysis, Budget preparation
Requirements Summary:Bachelor's degree or equivalent; at least 5 years related experience; strong accounting background; proficient in Excel and Access; SAP/Hyperion knowledge preferred.
Technical Tools Mentioned:Microsoft Excel, Microsoft Access, SAP, Hyperion
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Job Description

This role will support the annual budget process and forecasting activities in support of our National Accounts and Marketing organization.

 

OUR IDEAL CANDIDATE ENJOYS

  • Challenging work that makes use of your capabilities and talents.
  • Being able to personally grow and learn through work.
  • Setting stretch goals and taking personal responsibility in achieving them.
  • Holding themselves and those around them accountable to goals.
  • Being able to do a variety of things.
  • Interacting with people at work as a trusted business partner.
  • Has a robust background in accounting (double entry journal entry preparation, balance sheet account reconciliation

WHAT YOU’LL BE DOING

  • Contribute to the development of Financial Strategies that align with the organization's overall vision and its current and long-term business objectives.
  • Analyze, evaluate, and develop forecasting models that identify and clearly present to management potential areas of opportunities and risks (this role will specifically support our Marketing & Customer experience leaders). 
  • Assist in the preparation, documentation, and presentation of Budgets and Forecasts.
  • Act as the lead in the preparation of month end close journal entries and quarterly balance sheet account reconciliations.
  • Ensure reports are accurate and timely, working to streamline/automate reporting.
  • Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
  • Continually improve and maintain various systems / databases for budget analysis, allocations, sales commission accruals and forecasts.
  • Requires a bachelor's degree or an equivalent combination of education and experience.
  • Requires at least 5 years related experience.
  • Strong accounting background preferred.
  • 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.

Compensation: This is a salaried exempt role. The starting salary range for this role and market is between $82,400 - $108,150 annually. Factors that may affect starting salary include geography/market and the skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for an annual bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime.

 

Benefits: Subject to applicable eligibility requirements, the following benefits are offered for this role: tuition reimbursement; medical, dental, and vision insurance; prescription drug coverage; 401(k) retirement plan; short-term disability insurance; 8 weeks paid birthing leave; 2 weeks paid bonding leave; life and long-term disability insurance.

 

Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 12 paid holidays, and 3 floating holidays per year.

 

Our Culture: At Lennox, our Core Values of Integrity, Respect & Excellence are ingrained in the fabric of the organization. They define our culture – which is about how we do business and how we treat others. Lennox is not just a workplace; we are a global community that values each team member’s contributions. As an equal opportunity employer, we are committed to recruit, develop, and retain talented individuals from a wide range of backgrounds, ensuring that everyone has the opportunity to succeed and contribute to our continued growth and success. At Lennox, you’ll take pride in our brands, knowing you are part of something special. Come, stay, and grow with us! 

 

Disclaimers: The compensation and benefits information is accurate as of the date of this posting. Lennox reserves the right to modify this information at any time, with or without notice, subject to applicable law.

 

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