Associate Director, FP&A

C01 Carrier Corporation; Indiana; On-site; USD 143,000 - 286,000; Full time

Benefits offered by this job

Health Care Benefits

Retirement Benefits

Paid time off / holidays

Job summary

Carrier Global Corporation seeks an Associate Director, FP&A for the North America Residential Solutions HVAC business to lead budgeting, forecasting and long-range planning for the $6B+ unit.

This role partners with Sales, Inventory, Operations and Product Management to align demand with financial targets, presents to senior leadership, and guides a three-person finance team in a fast-paced environment emphasizing accuracy and continuous improvement.

Qualifications

• Bachelor's degree and 5+ years FP&A experience in multi-site manufacturing or HVAC environment.
• 5+ years partnering with 3+ core operational teams (Supply Chain, Operations, Product Management).
• 5+ years knowledge of US GAAP, reporting requirements, financial analysis techniques, budgeting/forecasting processes.
• 5+ years of analytical and spreadsheet development experience, with Excel proficiency and financial systems know-how.

Responsibilities

• Lead monthly consolidation, analysis, and reporting for the $6B+ NARS business unit.
• Explain monthly variances against plan, prior estimates, and prior-year performance.
• Lead the annual business and long-range planning in partnership with Strategy.
• Develop and enhance financial models for A/R, A/P, inventory, and P&L.
• Present closing and forecasting results to senior leadership and support executive reviews.
• Coordinate SIOP alignment with Sales, Inventory, and Operations Planning.
• Drive working capital optimization and continuous improvement in processes.

Skills

FP&A experience

US GAAP knowledge

Financial analysis

Budgeting/Forecasting

Excel

Financial modeling

HFM

Cross-functional collaboration

Education

Bachelor's degree

Tools

HFM

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 the role

We are seeking a motivated, analytical, self-starter, Associate Director, FP&A for the North America Residential Solutions HVAC Business to contribute to our continued legacy of financial strength. This role balances leadership skills with analytical and technical skills. The role will have ownership over budgeting, monthly forecasting and closing, annual and long-range planning for the P&L, balance sheet, and cash flow. A critical element of this role is driving strong cross‑functional alignment, particularly through active partnership in the Sales, Inventory, and Operations Planning (SIOP) process to synchronize operational demand with financial commitments. This individual prepares and presents senior leadership and supports various other senior leadership presentations and communications. The role oversees a team of three finance professionals and is responsible for the overall organization of FP&A activities across our $6B+ business. The successful candidate must be comfortable in a high‑performing, fast‑paced environment and can adapt quickly to producing meaningful outcomes, with integrity and commitment to quality. The successful candidate must embrace and make continuous improvements to maximize the quality of financial reporting and strategic decision making. This role also requires a highly organized individual that will be responsible for providing guidance to both finance and key organizational leaders. You must possess strong analytical and problem‑solving skills, with attention to reporting accuracy and detail, and be highly adaptable to a changing environment.

Key Responsibilities

Financial acumen, effective communication, cross‑functional collaboration, leadership, flexibility, proactive nature, persistence, highly organized, detail‑oriented, ability to multi‑task.

Financial Planning & Analysis (FP&A) Monthly Consolidation & Reporting Lead the consolidation, analysis, and reporting of monthly actuals and forecasting for the $6B+ NARS business unit.

Variance Analysis Work closely with NARS sub‑businesses to explain monthly and forecasted variances against plan, prior estimates, and prior‑year performance.

Strategic & Long‑Range Planning Lead the development of the annual business and long‑range plan in partnership with the Strategy team.

Financial Modeling Develop and enhance financial models to improve forecasting accuracy across A/R, A/P, inventory, and general P&L accounts.

Executive Partnership & Decision Support Leadership Presentation Present closing and forecasting results to senior leadership, delivering quality insights to enable informed decision‑making.

Executive Reviews Prepare and support various senior executive presentation reviews.

Ad Hoc Request Support Prepare ad hoc analyses as requested by executive leadership.

Cross‑Functional Business Operations & Asset Management SIOP Alignment Partner closely with Supply Chain, Operations, and Product Management within the Sales, Inventory, and Operations Planning (SIOP) cycle to align demand and supply forecasts with financial targets and working capital goals.

Working Capital Optimization Support the NARS Executive Director in asset management initiatives, specifically driving A/R past‑due recovery and inventory reduction actions across the HVAC portfolio.

Leadership & Continuous Improvement Team Cadence & Guidance Provide clear direction to the finance team regarding monthly cadence, deliverables, upcoming events, and key deadlines.

Process Excellence Drive an organizational culture focused on continuous improvement and process optimization.

Required Qualifications

• Bachelor Degree 5+ years of direct FP&A experience in multi‑site manufacturing or HVAC environment.
• 5+ years partnering with 3+ core operational teams (Supply Chain, Operations, Product Management) to align operational metrics with financial targets.
• 5 + years of knowledge of US GAAP, reporting requirements, financial analysis techniques, budgeting/forecasting processes, financial/cost analysis and budgeting/forecasting skills.
• 5 + years of analytical and spreadsheet development experience, along with prior knowledge of financial consolidation systems (HFM preferred) and Excel.

Preferred Qualifications

• Able to work with minimal oversight.
• Organization skills which allow reporting deadlines to be consistently met.
• Strong communication skills, both written and verbal across a wide audience.
• Adaptable, detail‑oriented, and works well within a collaborative team.
• Strong business acumen and creative problem‑solving skills.

Pay Range

The annual salary for this position is between $143,000.00 - $286,000.00 annually.

Other Compensation

Thisposition is entitled to short-term cash incentives, subject to plan requirements.

Benefits

Employees are eligible for benefits, including: 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 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.

At Carrier we make modern life possible by delivering groundbreaking systems and services that help homes, buildings and shipping become safer, smarter and more sustainable. We exceed the expectations of our customers by anticipating industry trends, working tirelessly to master and revolutionize them. Our team of approximately 56,000 dedicated individuals continues to mold industry standards by pursuing the latest research and developments to improve the lives of our customers. We’re constantly growing, seeking out talented, likeminded people who are committed to our primary duty: to be the world’s first choice in security, shipping and HVAC technology.