Senior Analyst, FP&A (TK Dealers)
- Compensation
- Not disclosed
- Location
- Davidson, North Carolina
- Work setup
- Not specified
- Seniority
- Senior
- Employment
- Not specified
- Experience
- 6+ years
- Category
- Finance
- Posted
Skills
Must have
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–6+ years of experience in FP&A, commercial finance, operational finance, or related analytical roles
- Strong knowledge of financial statements, forecasting, budgeting, month-end close, and performance analysis
- Experience supporting forecast cycles, annual planning processes, and financial reporting
- Advanced proficiency in Excel with strong financial modeling and analytical skills
- Experience preparing leadership-level financial reporting and presentations
- Strong business acumen with the ability to translate data into actionable insights
- Strong communication skills and the ability to work effectively across functions
- High attention to detail with the ability to manage multiple priorities in a fast-paced environment
- Thrives in dynamic environments by creatively solving problems and working through ambiguity to deliver results
Nice to have
- Experience in a manufacturing, industrial, distribution, or commercial finance environment
- Familiarity with MOR, QBR, AOP, LRP, and R&O processes
- Experience supporting month-end close, journal entries, revenue forecasting, and margin analysis
- Exposure to integration support, business transformation, or acquisition-related finance activities
- Experience with ERP, financial planning, and reporting systems
- Proven track record of driving process improvement and reporting efficiency
Full description
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.
Learn about our benefits designed for you to Thrive at work and at home.
We boldly go.
Where is the work:
Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.
Senior FP&A Analyst
Position Summary
The Senior FP&A Analyst is a key finance business partner supporting financial visibility, planning, and performance management across the business. This role helps drive the financial operating rhythm through monthly P&L analysis, weekly revenue pulse forecasting, Risks & Opportunities (R&O) tracking, scenario planning, and support for core planning processes including AOP and LRP.
This position partners closely with commercial, operations, and finance leaders to deliver timely analysis, actionable insights, and leadership-ready reporting. The Senior FP&A Analyst also supports month-end close activities, revenue analysis, journal entry preparation, Monthly Operating Review (MOR) and Quarterly Business Review (QBR) materials, bridge analysis, and integration-related activities to help improve forecast accuracy, business decision-making, and overall financial performance.
Key Responsibilities
- Support month-end close activities, including coordination of financial submissions, review of results, and preparation of select journal entries
- Perform detailed revenue analysis to understand business performance, trends, pacing, and key drivers across product, customer, channel, and region
- Support monthly financial close through detailed P&L analysis, including variance analysis versus prior year, forecast, and plan
- Deliver clear and actionable insights on business performance, including trends in revenue, margin, volume, mix, and operating costs
- Prepare and maintain weekly revenue pulse forecasts to provide visibility to near-term performance and support proactive decision-making
- Support the identification, quantification, and tracking of Risks & Opportunities (R&O) across the business
- Partner with cross-functional stakeholders to develop scenario analyses and assess the financial impact of changing business conditions