Financial Planning Analyst

Lennox National Account Services (NAS), a wholly owned subsidiary of Lennox International, is a national leader in the Commercial Heating, Ventilating, and Air Conditioning (HVAC) maintenance and service industry. With over 100 offices across the continental United States, we are expanding rapidly, aiming to double our branch offices and significantly increase annual revenue in the next five years.

About the role

Under general supervision, this position provides moderately complex accounting, financial reporting, planning, and analysis of an organization's expenditures and initiatives.

Responsibilities

• Performs quantitative analysis and insight of operational and financial data.
• Prepares financial reports for internal use by collecting, analyzing, formatting, and presenting information.
• Builds budgets and forecasts of future company performance.
• Provides general financial analysis and support, including statistical analysis and cost reduction opportunities.
• Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting, and analysis issues.
• Maintains various systems/databases for budget analysis, allocations, and forecasts.
• Resolves workflow inefficiencies through process optimization.
• Assists in other financial research projects and analyses of operational results.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• At least 5 years of related experience.
• Strong organizational skills and attention to detail.
• Proficiency with SQL, PowerPivot, Power Query, Microsoft Office applications, and advanced Excel.
• Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion).
• Good interpersonal, written, and verbal communication skills.

This role is on-site in Fort Lauderdale, FL.

Pay

The salary range for this role is between $75,000 and $85,000 annually. Factors affecting the starting salary include geography/market, tenure, performance, skills, education, experience, and other qualifications. Employees in this role are eligible for a bonus in accordance with the Company’s applicable plan and are not eligible for overtime.

Benefits

• Tuition reimbursement.
• Medical, dental, and vision insurance.
• Prescription drug coverage.
• 401(k) retirement plan with company matching.
• 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, 10 paid holidays, and 3 floating holidays per year (depending on date of hire and eligibility).