Sr Financial Analyst - HVAC Ops

Building the people that build the world.

HVAC Segment SPX Technologies' HVAC Segment delivers mission-critical heating, cooling, and engineered air movement solutions for the world's most demanding environments - including healthcare, life sciences, data centers, high demand industrial and commercial operations, and essential infrastructure. We operate a market-leading portfolio of trusted brands that set the standard for how HVAC systems are designed, selected, and evolved - delivering purpose-built, sustainable solutions for engineers, owners, and contractors across critical environments worldwide. Our technologies support environments where performance, reliability, and precision are essential enabling safe, efficient, and resilient operations when it matters most.

How you will make an Impact (Job Summary)

SPX is a diverse team of unique individuals who all make an impact. The Senior Financial Analyst - HVAC Operations provides strategic and analytical financial support to the HVAC operations team, partnering closely with operational leadership to drive performance, improve margins, and support growth and expansion initiatives. This role is responsible for translating operational activity into financial insight, supporting decisionmaking related to capacity expansion, pricing, capital investment, and continuous improvement across HVAC operations.

What you can expect in this role (Job Responsibilities)

Operational Finance Support

• Serve as a primary finance partner to HVAC operations leadership, providing timely financial analysis, insights, and recommendations.
• Analyze manufacturing and operational performance, including volume, pricing, mix, labor, overhead, and material costs.
• Support monthly close activities related to operations, including variance analysis versus budget, forecast, and prior periods.
• Develop and maintain standard cost models and support cost updates, productivity tracking, and margin improvement initiatives.

Planning, Forecasting & Reporting

• Lead or support budgeting, forecasting, and longrange planning for HVAC operations.
• Prepare detailed financial models to support operational planning, including capacity utilization, headcount planning, and capital expenditures.
• Develop dashboards and performance metrics to track key operational and financial KPIs.

Expansion & Growth Initiatives

• Provide financial support for expansion initiatives, including new lines, facility expansions, footprint optimization, and makebuy decisions.
• Build business cases and ROI analyses for capital investments, growth projects, and strategic initiatives.
• Partner with operations, engineering, and supply chain teams to evaluate financial risks and opportunities associated with expansion activities.

Business Partnering & Continuous Improvement

• Collaborate crossfunctionally with operations, supply chain, engineering, and commercial teams to support decisionmaking.
• Identify opportunities for process improvement, cost reduction, and margin enhancement across HVAC operations.
• Support implementation and enhancement of financial processes, tools, and reporting to improve visibility and scalability.

What we are looking for (Experience, Knowledge, Skills, Abilities, Education)

We each bring something to the table, and we are looking for someone who has:

Required Experience

• 2 - 5 years of Accounting or Finance experience
• Application of Generally Accepted Accounting Principles (GAAP)
• Understanding of the general requirements of the Sarbanes-Oxley Act of 2002 ("SOX")

Preferred Experience, Knowledge, Skills, and Abilities

• General business acumen
• Solid understanding of financial principles, concepts, and reporting standards
• Ability to multi-task and meet strict deadlines through appropriate planning and time management (e.g., use of checklists and frequent communication with team members and the program sponsor
• Excellent analytical, organizational, and problem-solving skills with keen attention to detail
• Professional communication and presentation skills for different levels of an organization
• Proficiency in Microsoft Office, including Excel
• Adaptability and flexibility with the willingness to learn different roles in accounting/finance

Education & Certifications

• Bachelor's degree in accounting or finance

Travel & Working Environment

• Hybrid work schedule
• Office environment
• Travel 25%

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
• Competitive health insurance plans and 401(k) match, with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance, leadership development programs, and recognition programs

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.