Financial Analyst

Carrier Climate Solutions Transportation; Waterloo; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading climate solutions company is seeking a Financial Analyst for their Waterloo ON office. This hybrid role focuses on supporting U.S. operations while providing exposure to Canadian financial analysis. Candidates should possess a Bachelor's degree in Accounting or Finance and at least 1 year of relevant experience. Strong skills in Power BI and financial modeling are preferred. Comprehensive benefits package and professional growth opportunities are available.

Benefits

Health insurance

Retirement savings plan

Flexible working

Parental leave

Paid external training programs

Qualifications

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

Responsibilities

• Design, develop, and optimize revenue and profitability reporting in Power BI.
• Planning and execution of the annual budget process.
• Produce financial and budgetary reports.
• Prepare P&L, balance sheet and cash flow reports.
• Perform analysis on budgets and forecasts.
• Maintain and review inventory costing calculations.
• Support the month-end closing process.
• Ad-hoc projects as required.

Job description

Overview

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

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. More information is available at corporate.carrier.com.

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 lifestyle support with flexible working and parental leave. We’ll also 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.

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