Senior FP&A Analyst

$95,000 - $125,000/Yr

Trane Technologies - Davidson, NC

Full-time - Mid Level

Davidson, NC

Machinery Manufacturing

About the position

The Senior FP&A Analyst plays a crucial role in supporting the financial reporting and analysis for the Americas region at Trane Technologies. This position encompasses a variety of responsibilities, including period-ending analysis, coordination of the monthly forecast process, and assisting in the development of both the long-range and annual operating plans. The ideal candidate will establish productive working relationships across all levels of leadership and various functions within the organization. A solid understanding of business fundamentals, coupled with strong financial analysis skills, is essential for success in this role. The candidate must be adept at synthesizing and consolidating business results from multiple information sources, demonstrating strong data management competencies. At Trane Technologies, we are committed to sustainability and creating innovative climate solutions that challenge the status quo. As a Senior FP&A Analyst, you will be part of a mission-driven team that prioritizes the planet and seeks impactful possibilities. We believe in fostering an environment where our employees can thrive both at work and at home. Our benefits kick in on DAY ONE, ensuring that you and your family have access to health insurance and holistic wellness programs. We also offer family-building benefits, including fertility coverage and adoption/surrogacy assistance, alongside a robust 401K match program. Paid time off is available, including support for volunteer and parental leave needs, as well as educational and training opportunities through company programs, tuition assistance, and student debt support.

Responsibilities

• Support the month-end reporting and analysis for the LSS business unit, including risks and opportunities, financial bridge, and weekly pulse coordination and consolidation.
• Act as a liaison for the Equipment revenue forecast process between sales and factory to ensure timelines and targets are properly established and communicated.
• Support operational reviews including the Monthly Operating Review (MOR), Quarterly Business Review (QBR), and monthly president reviews (B&O).
• Assist in the forecasting processes for LSS SBU, including the Annual Operating Plan (AOP), Long Range Plan (LRP), and quarterly forecast updates.
• Collaborate with finance leaders to communicate established timelines and deliverables for forecasting processes.
• Support SG&A functions with business partnering, monitoring spend vs budget, and investment tracking/business case development.
• Develop tools for early identification of financial problems, including financial dashboards to visualize results and trends.
• Lead process improvement initiatives and standardization across business units, including monthly close processes and improved reporting tools.
• Conduct routine and ad-hoc analysis to support business decisions.
• Perform Journal Entries and BS reconciliations applicable to SBU-wide processes.

Requirements

• Bachelor's degree in Finance or Accounting related field; MBA is a plus.
• 5+ years of related experience, specifically in FP&A.
• Experience with financial reporting cycles, including forecasts, budgets (AOP), and long-range planning (LRP).
• Strong systems knowledge, preferably with Hyperion, OneStream, MS Office Suite; familiarity with PPM/UMT, Tableau, Alteryx, or similar analysis tools.

Nice-to-haves

• Experience in a matrix organization.
• Demonstrated leadership capability and ability to influence others.

Benefits

• Health insurance and holistic wellness programs that include generous incentives.
• Family building benefits including fertility coverage and adoption/surrogacy assistance.
• 401K match up to 6%, plus an additional 2% core contribution.
• Paid time off, including support for volunteer and parental leave needs.
• Educational and training opportunities through company programs, tuition assistance, and student debt support.