FP&A Specialist

About this position The FP&A Specialist provides critical financial leadership and analytical support to the Climate Solutions Transportation – Americas business. Reporting directly to the CFO, Climate Solutions Transportation – Americas, this role is a key member of the Americas Transportation Finance team and serves as a strategic finance partner to senior leadership and functional stakeholders. As the designated financial expert for the business unit, the role is responsible for delivering insightful financial analysis, performance tracking, and forecasting to support decision‑making and drive results. Responsibilities Own forecasting and budgeting processes (quarterly, Annual Plan and long‑term outlook) across sales, margins, EBIT, cash flow and functional costs (SG&A, COS), including variance analysis, modeling, and management reporting. Lead the preparation of the monthly financial results by compiling and analyzing key financial inputs and clear performance commentary. Partner with stakeholders across business and finance to highlight and resolve identified issues in financial results. Drive forecasting, budgeting, and reporting cycle for functional / departmental costs, ensuring strict adherence to Carrier's defined cost center structures and accounting principles. Gather unit volume, revenue, and cost data from disparate sources to update margin analysis reports. Conduct thorough reviews to ensure data integrity and pinpoint significant changes in trends and expectations. Quantify the impact of mix, pricing, and cost fluctuations on overall margin percentage. Partner with the operations team to deliver insightful reporting and KPI analysis across material, logistics and factory performance. Monitor daily orders, coverage, and overall performance to ensure alignment with quarterly targets; provide updates for weekly profit assurance reviews. Identify and implement improvements and automation opportunities in data preparation, reporting, and communication. Basic Qualifications Bachelor’s degree in accounting / finance / business administration / economics / commerce with 5 years experience in finance, of which 3+ years in FP&A. 3+ years experience with financial reporting, budgeting, forecasting, and analysis. 3+ years experience with Excel (pivot tables, complex formulas, data modeling, etc.), financial modeling, cost/pricing and working capital analysis. Preferred Qualifications Master’s degree in accounting / finance / business administration / economics / commerce with 3 years experience in finance, of which 1+ years in FP&A. Experience with HFM (Hyperion Financial Management). Experience with US GAAP. Experience with SAP S/4 Hana. Experience with JDE, SQL databases. Detail‑oriented, adaptable, and collaborative. Ability to navigate a dynamic financial environment and influence actionable decisions. Accounting knowledge: General understanding of financial statements (income statement, balance sheet, cash flow) and foundational accounting principles. Experience in building dashboards, data visualizations, and delivering clear, impactful presentations to senior leadership. Pay Range The annual salary for this position is between $79,000 and $158,000 annually. Pay may vary based on skills, education, experience, and other unique qualifications. Additional Compensation This position may be entitled to short‑term cash incentives, subject to plan requirements. Benefits Employees are eligible for benefits, including Health Care (Medical, Dental, Vision), Wellness incentives, Retirement, Time off and Leave (paid vacation, sick, personal, holidays, birth and adoption, parental, family and medical, bereavement, jury duty, military, purchased vacation), Disability (short‑term and long‑term), Life Insurance, Tax‑Advantaged Accounts (HSA, Health Care Spending Account, Dependent Care Spending Account), Tuition Assistance. EEO Statement Carrier is 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, age, disability or veteran status or any other applicable state or federal protected class. Carrier provides affirmative action in employment for qualified individuals with a Disability and Protected Veterans in compliance with section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. If you require a reasonable accommodation to complete the application process, participate in an interview, or otherwise engage in the hiring process, please contact us at View email address on click.appcast.io. We will make every effort to meet your needs in accordance with applicable laws. #J-18808-Ljbffr