Financial Planning Analyst I

Lennox International • Richardson, TX

1d

About The Position

This analyst provides less complex accounting, financial reporting and analysis of an organization's expenditures and initiatives. Duties include, but are not limited to: Provide general financial analysis and support of an organization’s annual budget process, expense/service fee/staffing forecasts and statistical reporting. Prepare and analyze financial forecasts. Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues. Maintain various systems/databases for budget analysis, allocations and forecasts. Assist in other financial research projects and analysis of operational results.

Requirements

• Requires a bachelor's degree or an equivalent combination of education and experience.
• Proficient in Microsoft Office applications, including Excel and Access.
• Good interpersonal, written and verbal communication skills.

Nice To Haves

• Knowledge of enterprise systems (e.g., SAP, Hyperion) preferred.

Responsibilities

• Provide general financial analysis and support of an organization’s annual budget process, expense/service fee/staffing forecasts and statistical reporting.
• Prepare and analyze financial forecasts.
• Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.
• Maintain various systems/databases for budget analysis, allocations and forecasts.
• Assist in other financial research projects and analysis of operational results.

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
• 12 days paid time off
• 2 paid well-being days
• 1 paid volunteer day
• 12 paid holidays
• 3 floating holidays per year

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level