Sr. Financial Planning Analyst (Financial Reporting and Projects) at Lennox in Richardson, TX

Job description

What Drives Success The FP&A Analyst III for the HCS segment supports financial planning and reporting activities across the segment, with a focus on data accuracy, process execution, and reporting tools such as Power BI, Essbase, SAP and Hyperion. This role reports to the Director, FP&A – HCS segment. The ideal candidate brings strong analytical skills, attention to detail, and the ability to work cross-functionally to deliver reliable, timely reporting. Finance Reporting: Support segment forecast, AOP (Annual Operating Plan), and LRP (Long Range Planning) processes, including data compilation and validation Assist with monthly reporting and consolidation of results across business units Prepare financial bridges and KPI reporting for review by senior leadership in segment and business Projects Support: Partner with Business Units and the AI/BI team to support AI-driven finance projects that improve reporting and decision-making Support development and maintenance of financial dashboards for segment and BU reporting, incorporating AI/automation capabilities where applicable Collaborate with cross-functional teams to identify opportunities to streamline and automate recurring financial processes using AI and BI tools Support standardization of reporting formats across business units, working with AI/BI team on scalable, repeatable solutions Finance Collaboration: Coordinate with BU finance teams and corporate finance team on recurring reporting needs and initiatives Provide analytical support to the Director/VP, Finance – HCS segment on ad hoc analyses and special projects #Lennox #LI-JG1 What We Are Looking For Bachelor's degree in Finance, Accounting, Business Administration, or a related field. 4–6 years of progressive experience in financial planning & analysis or related finance roles. Experience supporting budgeting, forecasting, and reporting processes; exposure to multi-site or global teams a plus Strong analytical skills, attention to detail, and proficiency with financial systems and tools (Power BI experience preferred). Strong communication skills and ability to collaborate effectively across teams and functions. What We Offer Compensation : This is a salaried exempt role. The starting salary range for this role and market is between $82,400 and $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 o