Financial Planning & Analysis Principal

What Drives Success

The business unit finance team at Lennox is seeking a Principal, Financial Planning & Analysis. The role supports the annual budget process, forecasting activities, and leads team members in analyst and planning roles for corporate functions including Marketing, Customer Experience & Revenue Operations.

Our Ideal Candidate

The ideal candidate enjoys challenging work, personal growth, setting stretch goals, and holding themselves and others accountable. They hold a bachelor's degree or equivalent experience, have at least 6 years of related experience, and possess working knowledge of applicable government regulations. Proficiency in Microsoft Office, particularly Excel and Access, is required, along with recent experience using AI tools and advanced aptitude in problem-solving. Leadership skills and excellent interpersonal, written, and verbal communication are essential.

What You’ll Be Doing

• Contribute to the development of Financial Strategies that align with the organization's vision and objectives.
• Analyze, evaluate, and develop forecasting models to identify and present potential opportunities and risks to management.
• Lead and coordinate the preparation, documentation, and presentation of Budgets and Forecasts.
• Ensure reports are accurate and timely, working to streamline and automate reporting processes.
• Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting, and analysis issues.
• Independently lead process improvement initiatives and perform ad hoc financial analysis.
• Mentor the finance team and other business segments to enhance their understanding of financial tools and metrics.
• Maintain operational and administrative discipline by ensuring accurate and timely completion of time/attendance records, executing DPT procedures, conducting safety/quality audits, and implementing an effective cross-training plan.

What We Are Looking For

• Bachelor's degree or equivalent experience.
• At least 6 years of related experience.
• Working knowledge of applicable government regulations.
• Proficient in Microsoft Office applications, especially Excel and Access.
• Recent experience using AI tools (e.g., Databricks Genie, Claude for Excel).
• Advanced aptitude in problem-solving.
• Strong leadership skills with proven ability to lead and manage.
• Excellent interpersonal, written, and verbal communication skills.

What We Offer

• Career Path: Salaried exempt role with a starting salary range of $123,200-161,700 annually, with potential for annual bonuses based on performance.
• Benefits: 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, 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.