FP&A Specialist

About this 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. By partnering cross-functionally with business teams and serving as a key link between WHQ FP&A and Investor Relations, this role helps strengthen transparency, enable informed decision-making, and ensure alignment with Carrier’s long-term strategic objectives. Key Responsibilities – WHQ FP&A 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 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 Assist the team with ad‑hoc quarterly forecasting and analysis Improve existing reporting processes and create new ones where required Key Responsibilities – Investor Relations Manage Carrier’s consensus model, report on key updates and insights, and ensure accurate reflection in the FactSet application Track and report key KPIs including valuation, stock performance and investor engagement and ownership Manage peer compare model and earnings flash process, providing key insights of the competitive landscape during the earnings season Assist in the quarterly earnings materials including the earnings presentation, Q&A prep and supporting internal financial reporting Act as the liaison between IR and WHQ FP&A during earnings periods Basic Qualifications Bachelor’s Degree in Finance, Accounting, Economics, Commerce or Business Administration 3+ years’ experience in FP&A, Accounting or Ops Finance 1+ year experience working with key financial statements Preferred Qualifications Experience with HFM (Hyperion Financial Management system) or any similar large data management tool Strong proficiency in Excel and 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 Additional Information Candidates must be authorized to work in the United States without restriction; visa sponsorship is not available Pay Range The annual salary for this position is between $79,000.00 and $158,000.00 annually. Factors which may affect pay within this range include skills, education, experience and other unique qualifications of the successful candidate. Other Compensation This position may be entitled to short‑term cash incentives, subject to plan requirements. Benefits Health Care Benefits : Medical, Dental, Vision; Wellness incentives Retirement Benefits Time off and Leave : Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty leave; military leave; purchased vacation Disability : Short‑term and long‑term disability Life Insurance and Accidental Death and Dismemberment Tax‑Advantaged Accounts : Health Savings Account; Health Care Spending Account; Dependent Care Spending Account Tuition Assistance Carrier EEO Statement and Accommodations Process 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