Associate Analyst, Financial Planning & Analysis

Carrier; Indianapolis (IN); On-site; USD 65,000 - 130,000; Full time

Benefits offered by this job

Health care benefits

Retirement benefits

Paid time off

Disability insurance

Tuition assistance

Tax-advantaged accounts

Job summary

Carrier Global Corporation is seeking a detail-oriented Financial Planning Analyst in Indianapolis, IN to oversee monthly forecasting, cost variance reporting, and FP&A for Warehousing and Freight. You will evaluate freight rates, maintain accounting entries, and deliver KPI reports using Power BI for leadership.

Required: Bachelor's degree in Accounting/Finance/Economics/Business Admin and 2+ years in Finance/FP&A; preferred: US GAAP knowledge, advanced Excel, and experience with

Qualifications

• US GAAP understanding and month-end close workflow experience.
• Monthly variance analysis, cost tracking, and forecasting experience.
• Advanced Excel skills and BI tools proficiency (Power BI or Tableau).
• Experience supporting Supply Chain, Logistics, Warehousing, or Freight operations.

Responsibilities

• Support month-end closing and reporting for accuracy.
• Reconcile accounts and maintain standard work documentation.
• Assist monthly forecasting and annual plan for warehousing and freight costs.
• Analyze freight rates and generate KPI reports for leadership.
• Use Power BI and other tools to process large data sets and deliver insights.

Skills

Financial analysis

Cross-functional partnering

Data modeling

Strategic thinking

Education

Bachelor's degree in Accounting, Finance, Economics, and/or Business Administration

Tools

Excel

Power BI

Tableau

SAP

Oracle

Hyperion/Essbase

Job description

About Carrier

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow on Carrier social media at @Carrier.

About This Role

We are seeking a detail-oriented Financial Planning Analyst to oversee monthly forecasting, cost variance reporting, and financial planning for Warehousing and Freight operations. This role is responsible for maintaining accurate accounting entries, evaluating freight rates across business units, and leveraging data analytics tools like Power BI to deliver actionable insights and KPI reports to leadership.

Key Responsibilities

Responsibilities include, but are not limited to:

• Support the month end closing & reporting processes to ensure accuracy of financial reporting
• Complete timely account reconciliations and ensure their quality complies with Carrier standards
• Maintain accounting standard work documentation of system processes, configurations, and procedures to ensure knowledge continuity
• Support monthly forecasting and annual plan processes for Warehousing and Freight costs
• Analyze and recommend appropriate freight rates for all BU product lines
• Utilize Power BI and/or other tools to analyze large data sets and create KPI reports
• Review and report on Logistics cost variances each month to leadership
• Review and analyze productivity plans, forecasts, and reporting
• Special ad-hoc projects as assigned

Required Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, and/or Business Administration
• 2+ years of experience in Finance or FP&A

Preferred Qualifications:

• Solid foundational understanding of US GAAP, month-end close workflows, and account reconciliation standards.
• Demonstrated experience with monthly variance analysis, operational cost tracking, and financial forecasting.
• Proficiency in advanced Excel (e.g., complex formulas, data modeling, pivots) and business intelligence tools (e.g., Power BI or Tableau).
• Prior financial planning or cost-analysis experience supporting Supply Chain, Logistics, Warehousing, or Freight operations.
• Hands-on experience extracting and manipulating large datasets across enterprise ERPs (e.g., SAP, Oracle, Hyperion/Essbase).
• Proven track record of automating or simplifying legacy reporting, standard work documentation, and close cycles.
• Strong cross-functional business partnering skills with the ability to translate complex cost variances into clear insights for leadership.

Applicants must be legally authorized to work in the United States. We are unable to offer sponsorship for employment visa status for this position.

Pay Range

The annual salary for this position is between $64,500.00 - $129,500.00 annually. Factors which may affect pay within this range include, but are not limited to, skills, education, experience, and other unique qualifications of the successful candidate. The pay range will not be below the minimum wage applicable to the jurisdiction in which the applicant is to be employed.

Other Compensation

Thisposition 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

The specific benefits available to any employee may vary depending on state and local laws and eligibility factors, such as date of hire and the applicability of collective bargaining agreements.

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 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 [e-mail]. We will make every effort to meet your needs in accordance with applicable laws.

Application Deadline

Applications will be accepted for at least 3 days fromJobPosting Date: 2 November 2026

Job Applicant's Privacy Notice

Please click on the link to review the Job Applicant Privacy Notice.

Use of AI

Technology-enabled tools may support parts of the recruitment process, with oversight by people.