FP&A Specialist

About the role

This position provides dual support to Carrier WHQ FP&A (approximately 50%) and Investor Relations (approximately 50%), offering broad exposure to corporate financial reporting, forecasting, and external-facing financial communications. The role is instrumental in delivering timely, accurate, and actionable financial insights to executive leadership—particularly during quarterly earnings periods.

Responsibilities

• Pull, analyze and report quarterly financial actuals and forecast schedules to the VP FP&A and broader corporate team
• Serve as the finance business partner for the Service and Aftermarket team
• Provide weekly Carrier orders reports to executive leadership and manage the orders reporting system for all Carrier segments
• Support the preparation and distribution of several Earnings Release materials to leadership
• Aid in the preparation and analysis of ad-hoc quarterly forecasts
• Improve existing reporting processes and create new ones where required

Qualifications

• Bachelor’s Degree in Finance / Accounting / Economics / Commerce / Business Administration
• 3+ years’ experience in FP&A / Accounting / Ops Finance
• 1+ year experience with key financial statements

Preferred Qualifications

• Experience with either HFM (Hyperion Financial Management system) or any similar large data management tool
• Strong proficiency in Excel, PowerPoint
• Exceptional analytical and problem-solving skills
• Excellent communication skills
• Ability to report on analysis concisely and effectively both orally and in written format
• Ability to manage multiple conflicting priorities under tight deadlines, be detail oriented, energetic, and self-motivated