Financial Planning Analyst

Posted 4 Days Ago
Richardson, TX, USA
In-Office
66K-87K Annually
Junior
Industrial • Manufacturing
The Role
Supports budgeting, forecasting, financial reporting, variance analysis, and operational performance analysis. Maintains financial planning systems and databases, prepares leadership reports, conducts ad hoc research, and partners with cross-functional teams to improve financial performance, efficiency, and reporting accuracy.
Summary Generated by Built In
Who We Are

Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees feel heard and welcomed. Lennox is a global community that values each team member’s contributions and offers a supportive environment for career development. Come, stay, and grow with us.

What Drives Success

As a Financial Planning Analyst, you will support the organization’s financial planning, forecasting, reporting, and analysis activities. This role will provide financial insights and analytical support to help drive informed business decisions and ensure effective management of budgets, expenses, and operational initiatives.

Key Responsibilities
  • Support the annual budgeting process, including expense, service fee, staffing, and other financial forecasts and reporting requirements.
  • Prepare, analyze, and maintain financial forecasts, budgets, and projections to support business planning and decision-making.
  • Analyze financial and operational results, identify trends and variances, and provide insights to key stakeholders.
  • Build and maintain strong relationships across functional teams to address financial reporting, forecasting, budgeting, and analysis needs.
  • Maintain financial planning systems and databases, ensuring accurate and timely information for budget analysis, allocations, reporting, and forecasting.
  • Assist with financial research, special projects, and ad hoc analyses to evaluate business performance and operational results.
  • Partner with cross-functional teams to identify opportunities for improved financial performance, efficiency, and reporting accuracy.
  • Support the development of financial reports and presentations for leadership and other key stakeholders.
What We Are Looking For
  • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or an equivalent combination of education and relevant experience.
  • At least 1 year of experience in financial analysis, accounting, budgeting, forecasting, or a related field.
  • Strong proficiency in Microsoft Office applications, particularly Excel; experience with Access is a plus.
  • Experience working with enterprise financial systems such as SAP, Hyperion, or similar platforms preferred.
  • Strong analytical and problem-solving skills with the ability to interpret financial data, identify trends, and communicate meaningful insights.
  • Excellent interpersonal, written, and verbal communication skills, with the ability to effectively collaborate with cross-functional teams.
  • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment.
What We Offer

Compensation: This is a salaried exempt role. The starting salary range for this role and market is between $66,400 - $87,150 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.

We may use automated tools, including artificial intelligence, to support parts of our hiring process, such as application review and interview scheduling. These tools assist our teams but do not replace human decision-making. If you need an accommodation or have questions, please contact [email protected].

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent education and relevant experience
  • At least 1 year of experience in financial analysis, accounting, budgeting, forecasting, or a related field
  • Strong proficiency in Microsoft Office applications, particularly Excel
  • Experience with Microsoft Access
  • Experience with enterprise financial systems such as SAP, Hyperion, or similar platforms
  • Strong analytical and problem-solving skills, including the ability to interpret financial data and identify trends
  • Excellent interpersonal, written, and verbal communication skills
  • Ability to collaborate effectively with cross-functional teams
  • Strong attention to detail and organization
  • Ability to manage multiple priorities in a fast-paced environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Richardson, Texas
230 Employees
Year Founded: 1895

What We Do

Your committed partner in all things HVAC. In Lennox, you have a partner you can depend on. We’ve worked hard to earn your trust ever since the world’s first riveted-steel furnace rolled off our assembly lines in 1895—developing reliable, innovative heating and cooling systems to keep you comfortable. Lennox is a single source for efficient, reliable, and innovative HVAC solutions that professionals continue to depend on year in and year out.

Similar Jobs

Sprout Social Logo Sprout Social

Lead GTM Financial Planning & Analysis Analyst

Marketing Tech • Social Media • Software • Analytics • Business Intelligence
Easy Apply
Remote or Hybrid
US
1400 Employees
114K-188K Annually
In-Office
Dallas, TX, USA
15668 Employees
In-Office
Richardson, TX, USA
230 Employees
82K-108K Annually

Similar Companies Hiring

Fortune Brands Innovations Thumbnail
Manufacturing
Deerfield, IL
10000 Employees
Rosendin Thumbnail
Other • Manufacturing
San Jose, CA
6219 Employees
Amalgamated Sugar Thumbnail
Food • Greentech • Agriculture • Industrial • Manufacturing
Boise, Idaho
768 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account