Financial Analyst, AR Process Excellence

Posted 4 Days Ago
Davidson, NC, USA
In-Office
56K-101K Annually
Entry level
Greentech • Other
The Role
Owns Accounts Receivable reporting and analytics, develops KPIs, scorecards, dashboards, and executive reporting, and replaces manual Excel processes with automated solutions. Partners with Data & Analytics and regional AR teams to improve data quality, reporting efficiency, process visibility, customer experience, and business decision-making. Performs ad hoc analysis and supports process improvement initiatives.
Summary Generated by Built In

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.

Position Summary

The Financial Analyst, AR Process Excellence, will own reporting and analytics for the AR Process Excellence team. This role is responsible for transforming reporting from manual, Excel-based processes into automated, scalable, and user-friendly solutions that provide timely, actionable insights to business leaders and AR stakeholders.

This position will partner closely with the Data & Analytics team and Regional AR Process Excellence Managers to develop, enhance, and maintain KPI reporting, dashboards, and analytical tools that improve visibility, drive process improvements, and enhance customer experience. The ideal candidate combines strong financial and AR knowledge with analytical thinking, reporting expertise, and a continuous improvement mindset.



Key Responsibilities

  • Own the development, enhancement, and ongoing management of Accounts Receivable reporting and analytics for the business
  • Design, build, and maintain KPIs, scorecards, dashboards, and other performance metrics to monitor AR health, process effectiveness, and customer experience
  • Lead the transition of reporting from manual and Excel-based processes to automated, scalable, and easily accessible reporting solutions
  • Identify opportunities to improve reporting efficiency, data availability, and insight generation through automation and process standardization
  • Partner with the Data & Analytics team to develop sustainable reporting solutions, improve data structure, and expand analytical capabilities
  • Collaborate with Regional AR Process Excellence Managers to align reporting with business needs, operational priorities, and process improvement opportunities
  • Develop new reporting and analytical views that highlight risks, opportunities, past-due trends, process bottlenecks, and account performance
  • Support the creation of executive-ready reporting materials and presentations for leadership review
  • Ensure data accuracy, consistency, and integrity across reporting outputs and source files
  • Serve as a key point of contact for AR reporting-related ad hoc analysis and special projects
  • Continuously evaluate and improve reporting tools, definitions, and processes to better support the business


Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, or a related field
  • Experience in financial analysis, reporting, accounts receivable, order-to-cash, or process excellence environments
  • Strong analytical and problem-solving skills with the ability to turn data into meaningful business insights
  • Experience building and maintaining dashboards, scorecards, and KPI reporting
  • Strong proficiency in Excel and experience working toward automated reporting solutions
  • Experience partnering with cross-functional teams, including finance, operations, and data/analytics resources
  • Detail-oriented with strong organizational skills and the ability to manage multiple priorities
  • Experience with visualization and reporting tools such as Power BI, Tableau, or similar tools preferred
  • Knowledge of Accounts Receivable processes, collections, deductions, dispute management, or customer financial operations preferred

Annual Base Salary Range or Hourly Base Pay Range:

$56,300.00 - $101,394.99

Compensation Type:

Salary

Incentive Eligible:

No

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.

Thrive at work and at home:


  • Benefits kick in on DAY ONE for you and your family, including 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.    

Disclaimer:  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.

We offer competitive compensation and comprehensive benefits and programs. 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.

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • Experience in financial analysis, reporting, accounts receivable, order-to-cash, or process excellence environments
  • Strong analytical and problem-solving skills
  • Experience building and maintaining dashboards, scorecards, and KPI reporting
  • Strong proficiency in Excel
  • Experience working toward automated reporting solutions
  • Experience partnering with cross-functional finance, operations, and data or analytics teams
  • Detail-oriented with strong organizational skills and ability to manage multiple priorities
  • Experience with visualization and reporting tools such as Power BI, Tableau, or similar
  • Knowledge of Accounts Receivable processes, collections, deductions, dispute management, or customer financial operations

Trane Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Trane Technologies and has not been reviewed or approved by Trane Technologies.

  • Retirement Support — Retirement programs are highlighted by a strong 401(k) with company matching and additional employer contributions, plus student-loan–linked matching in the U.S. Some roles also note legacy pension coverage and automatic enrollment features that reinforce long-term savings.
  • Healthcare Strength — Healthcare coverage is described as comprehensive, spanning medical, dental, vision, telehealth, mental-health/EAP resources, and wellness offerings. Materials also point to day-one eligibility in many roles and added programs like fertility, family-building, and menopause support.
  • Parental & Family Support — Family support includes paid parental leave, adoption/surrogacy assistance, and inclusive eligibility extending to domestic partners and dependents. Policies for caregiving and expanded family planning benefits are emphasized in recent company materials.

Trane Technologies Insights

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The Company
HQ: Davidson, NC
10,001 Employees

What We Do

At Trane Technologies, we challenge possible by thinking bigger, acting bolder and taking actions that not just improve our own performance but influence global change. Our world contends with unprecedented challenges. Our future has never been more uncertain. Urbanization is dramatically reshaping our communities, our resources are more constrained that ever before, and climate change is accelerating at an astonishing rate. We believe it is time to challenge industry norms and be at our most creative every day. To get there, we’ve committed to ambitious sustainability goals and we will change the way the world heats and cools buildings and moves refrigerated food, medicines, and other perishables. Global change starts when we each have the courage to act. And when we act, we boldy go. Won’t you join us?

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