Specialist, FP&A

About the role

We have an excellent opportunity for a Financial Planning & Analysis (FP&A) Analyst located at our Indianapolis, Indiana manufacturing facility. This position will work closely with the plant Operations and Finance teams to provide financial support and achieve the facility’s financial and operational goals. Additionally, this position will prepare and analyze financial plans and forecasts, manufacturing projections, and asset management plans.

The ideal candidate will have at least 3-5 years of experience, preferably in a high-volume manufacturing operation. Indianapolis, Indiana is home to both the Carrier North America Residential & Light Commercial HVAC divisional headquarters and the Carrier Indianapolis world-class residential gas furnace manufacturing facility. This position will provide experience and exposure that will prepare the analyst for continued career growth, with opportunities to gain a breadth of experience and advance in positions within our Indianapolis locations and beyond.

Key Responsibilities

• Support monthly forecasting and annual plan processes for Factory Income Statement and Balance Sheet Accounts.
• Partner with cross-functional managers to create monthly forecasts and identify risks and opportunities.
• Prepare monthly and weekly reporting and present it to management.
• Analyze factory performance; perform manufacturing projections and sensitivity analysis.
• Review and analyze productivity plans, forecasts, and reporting.
• Prepare journal entries with a focus on working with department leaders to make sure factory expenses are accurately reported.
• Support the fixed asset process by reconciling Capital in Progress, overseeing the capitalization and retirement of assets, and assisting with the capital forecast.
• Ensure preparation of financial information is in accordance with GAAP & Sarbanes-Oxley and prepare company for internal & external audits.
• Perform Ad-hoc analysis and provide accounting support to plant leadership.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Economics, and/or Business Administration
• 5+ years of experience in Finance
• 3+ years of experience in FP&A

Preferred Qualifications

• Master's degree
• 3+ years of experience in Finance or FP&A
• CPA or CMA preferred but not required
• Experience in financial planning & analysis in a manufacturing environment.
• Strong accounting foundation, including experience preparing month-end journal entries, analyzing account activity, and applying accounting theory to evaluate and resolve complex transactions.
• Strong MS office skills with Excel and PowerPoint. Experience with SAP and Hyperion Financial Management (HFM) a plus.
• Strong project management skills with attention to detail and delivering a quality work product on time.
• Strong communication skills and the ability to convey results of analysis concisely and effectively both orally and in written format.
• Detail oriented, well organized, and able to manage multiple, and conflicting priorities under tight deadlines.
• Ability to identify and implement process improvements within the finance department in order to streamline the month end close and forecasting processes.
• Knowledge and application of Generally Accepted Accounting Principles and internal controls procedures.