Financial Analyst

Carrier; Southwestern Ontario; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A leading climate solutions company is seeking a Financial Analyst to support U.S. Operations. This hybrid role in Waterloo, ON, focuses on financial analysis, reporting, and budgeting, offering a chance to gain insight into Canadian operations. Candidates should have a Bachelor's in Accounting or Finance, with 1+ years of experience and skills in tools like Power BI and SAP. Extensive benefits are provided, reflecting the company's commitment to its employees.

Benefits

Health insurance

Retirement savings plan

Flexible working

Paid training programs

Qualifications

• 1+ years of experience in financial modeling and data analysis tools.
• CFA or CPA designation, or enrolled to complete.
• Ability to report on analysis orally and in written format.

Responsibilities

• Design and optimize revenue and profitability reporting in Power BI.
• Planning and execution of the annual budget process.
• Prepare P&L, balance sheet, and cash flow reports.
• Support month-end closing process.

Skills

Financial modeling

Data analysis tools

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Power BI

SAP

HFM/Hyperion Financial Management

Excel

PowerPoint

Job description

Viessmann is a global leader in sustainable climate and energy solutions, focused on creating living spaces for future generations. Currently, as part of the Carrier Group, Viessmann combines innovative technologies with a strong commitment to environmental protection, promoting sustainable development and comfort. With a comprehensive portfolio that includes heating, cooling, ventilation, and energy systems, Viessmann serves residential, commercial, and industrial markets worldwide.

The company continues to shape the future of energy efficiency through intelligent, integrated solutions that foster sustainability and comfort.

Viessmann is part of the Carrier Global Corporation.

Carrier Global Corporation, a global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people and our planet for generations to come. From the beginning, we've led in inventing new technologies and entirely new industries. Today, we continue to lead because we have a world-class, diverse workforce that puts the customer at the center of everything we do.

About This Role

Are you ready to make an impact in a dynamic and collaborative finance team? We are seeking a Financial Analyst to join the North American Hydronics division of Carrier, with a primary focus on supporting U.S. Operations. This role offers a unique opportunity to gain exposure to Canadian operations and contribute to broader North American financial analysis. Reporting directly to the Manager of FP&A, the analyst will play a key role in driving meaningful business decisions and continuous improvement initiatives.

This is a hybrid role in Waterloo ON. If you're passionate about financial insights and thrive in a fast-paced environment, we’d love to hear from you.

We value our people and offer an extensive benefits package, with financial rewards including health insurance, retirement savings plan, and also lifestyle support with flexible working and parental leave. Plus, we’ll support your growth with paid-for external training programs and courses.

Key Responsibilities

• Design, develop, and optimize the revenue and profitability reporting in Power BI, providing in-depth, actionable analysis at the customer, product, and market segment levels to support strategic initiatives
• Planning and execution of the annual budget process including detailed cost centers' budgets and sales plans to support business plans
• Produce financial and budgetary reports, spreadsheets, and charts for analysis and interpretation
• Prepare P&L, balance sheet and cash flow reports
• Perform analysis on budgets and forecasts to determine and communicate actionable insights to a range of audiences and cross-functional teams
• Maintain and review inventory costing calculations, including setting intercompany transfer pricing for goods supplied to related parties
• Support the month-end closing process
• Ad-hoc projects and additional tasks as may be required during the course of the business year

Basic Qualifications

• Bachelor’s degree (Accounting or Finance)
• +1 years experience in financial modeling and data analysis tools

Preferred Qualifications

• CFA or CPA designation, or currently enrolled to complete
• Experience with Power BI or similar visualization tool
• Experience with SAP, and HFM/Hyperion Financial Management
• Proficiency in Excel and PowerPoint
• Ability to concisely and effectively report on analysis both orally and in written format
• Analytical, problem-solving and critical thinking skills
• Attention to detail and accuracy
• Communication skills in English
• Work independently and as part of a team in a fast-paced environment

Additional Information

• Must have unrestricted authorization to work in Canada. No visa sponsoring available.

Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.