Senior Finance Analyst
At a glance
Senior FP&A role at Trane Technologies. Minneapolis · full-time · $105,228–$146,720 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build expense and capital investment forecasts, then lead cross-functional sessions to prioritize projects against targets
- Set portfolio standards in the capital system so project costs and expected benefits are consistently tracked
- Run the monthly investment review, preparing presenters and reviewing business cases with finance leadership
- Track delivery against budgets and schedules, connecting project results to planned returns and long-term goals
- Prepare recurring business-unit reports and work with finance partners on accurate reporting and internal controls
What you bring
- A four-year accounting or finance degree is required
- Three to five years in finance at a publicly traded global corporation
- Strong command of financial statements and relevant U.S. GAAP, plus accounting and reporting systems such as Tableau, HFM or Oracle
Who this fits
This senior analyst role suits someone who can lead investment planning across functions, build trust with executives, and improve finance processes. You’ll work on site Monday through Thursday; on Fridays, you can choose your work location based on the work. MBA and CPA credentials are preferred, not required.
From the employer
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.
Job Summary:
The Thermo King Senior Finance Analyst, Investment & Capital is a significant role in the Americas Financial Planning & Analysis organization. The position is responsible for managing the integrity of the full investment project portfolio, including but not limited to, financial planning, forecasting, management reporting and analysis, and support on investment project business cases and portfolio prioritization. The investment portfolio includes all investment projects meeting the requirements to be loaded into our capital management investment project tool, which will span across all functions within the TK Americas SBU. Candidates must have a proven background of authentic leadership, partnering across functions, strong business acumen, analytical excellence, and a strong work ethic in a fast-paced environment. A successful candidate will be business and profit and growth-minded, self-motivated, and have a commitment to continuous improvement around our investment processes.
Responsibilities
- Partner with the Executive PGT (Engineering, Product Management, Integrated Supply Chain), as well as all other SBU functions in developing and executing our TK Investments Strategy.
- Develop investment forecasts (LRP/AOP/FCST) that include both expense and capital investments. This includes facilitating cross functional working sessions that lead to prioritization aligned to both our TK Americas strategic pillars and forecast targets.
- Leverage capital management system to create a standard process and set of definitions for adding to and maintaining a portfolio of investment projects that accurately forecast and measure project costs and benefits. Design, maintain and continuously improve, systems, and processes.
- Lead and facilitate the monthly TK Americas Investment Review Board. This includes setting a monthly presentation calendar, educating project presenters on standard work, reviewing project presentations (business case approvals and lookbacks) in advance for feedback, and previewing the IRB presentation with the VP of Finance in advance of the monthly IRB meeting.
- Serving as the SBUs subject matter expert and resource around business case standard work. High performance also includes holding education sessions around standards related to business cases, capital management system, etc.
- Drives accountability through execution to ensure execution on time, on budget, and achievement of planned return on investment.
- High performance in this role is able to connect investment portfolio prioritization and execution to the TK Americas strategic pillars, as well as long term goals on growth, cash flow and Cash Return on Invested Capital (CROIC).
- Execute the preparation of monthly/quarterly business unit (BU) reports like B&O, QBR, and MORs presentations that highlight the progression toward achieving our AOP investment targets.
- Partner with functional organizations like RTR, Procurement, Compliance, etc to ensure accurate financial reporting and robust/effective internal controls by following GAAP, FICAP, Sarbanes, and standards of internal control.
Qualifications:
- Four-year degree in accounting or finance required; MBA and/or CPA preferred
- 3-5 years of experience within the Finance function of a publicly-held global Corporation required
- Team player with a strong ability to build relationships and instill confidence and trust with executive management and external stakeholders.
- Ability to assess and implement process improvements and drive change, efficiency and standardization of the company’s finance processes
- Strong knowledge of financial statements and the key aspects of U.S. GAAP that relate to consolidation of financial statements.
- Strong analytical, accounting, and reporting tools and system skills including Tableau, HFM, Oracle and Excel
- Technical skills in accounting, finance and other areas as well as experience with accounting cycles, such as AOP, LRP, and standards setting
Annual Base Salary Range or Hourly Base Pay Range:
$105,228.33 - $146,720.00Compensation Type:
SalaryIncentive Eligible:
NoSales Commission Eligible:
NoDisclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.
Thrive at work and at home:
- Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
- Family building benefits include fertility coverage and adoption/surrogacy assistance.
- Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
- 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support.
Disclaimer: Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations
Safety Sensitive Role:
NoThe company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.
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