Sr Associate, FP&A

Date Posted: 2026-07-29 | Location: Palm Beach Gardens, FL, USA | Hybrid (office and remote) work arrangement; must be able to travel/commute to an office as needed.

About the role

Join the Otis Americas Finance team and support regional and functional teams by providing insightful analysis of key metrics and financial results. You will interface directly with business operations, sub-regional, and regional finance teams to drive financial planning, analysis, and decision-making.

Responsibilities

• Support the monthly forecast and financial planning process for functional departments, including analysis of operating expenses, headcount, and overhead spending performance.
• Partner with department leaders to understand monthly results, identify key cost drivers, and investigate significant variances, trends, risks, and opportunities.
• Monitor and analyze personnel-related costs, including headcount movements, hiring plans, vacancies, attrition, and compensation-related impacts.
• Maintain and enhance forecasting, reporting, and analytical tools to improve visibility into departmental spending and resource utilization. Track forecast accuracy and provide recommendations for continuous improvement.
• Develop financial and operational analytics to support workforce planning, productivity initiatives, and cost optimization efforts.
• Provide training and guidance to functional leaders and business partners on financial planning processes, headcount management, and expense governance.
• Support the preparation of monthly and quarterly business review materials, highlighting key expense, headcount, and productivity insights.
• Participate in the annual operating plan and strategic planning process for functional organizations, providing objective financial analysis and decision support.
• Track and report key performance indicators (KPIs) related to spending, productivity, workforce efficiency, and organizational effectiveness.
• Partner closely with Human Resources, Accounting, FP&A, and other functional teams to ensure alignment of financial plans, headcount forecasts, and business priorities.
• Identify opportunities to improve processes, controls, and reporting related to overhead spending and workforce management.
• Support leadership decision-making by providing actionable insights, scenario analysis, and recommendations regarding departmental investments, resource allocation, and cost management.

Requirements

• Bachelor’s degree in accounting, finance, or a related business field.
• Strong communication and analytical skills, with the ability to work in a high-performance, collaborative team environment.
• Experience in financial analysis, including P&L and balance sheet analysis, is preferred.
• Finance experience within Otis is preferred.
• Proficiency in Microsoft Suite, Hyperion Financial Management (HFM), and JDE.

Pay

The salary range for this role is $80,000–$90,000. Pay within the range will be based on relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.

Benefits

• Employee Scholar Program: Otis sponsors colleagues to pursue degrees or certification programs.
• Opportunities, training, and resources to build leadership and capabilities in Sales, Field, Engineering, and Major Projects.
• Global, people-powered company with a focus on safety, ethics, and quality.