Associate Director, FP&A

Carrier; Indianapolis (IN); On-site; USD 180,000 - 240,000; Full time

Job summary

Carrier, a global leader in climate and energy solutions, is seeking an Associate Director of FP&A for the North America Residential Solutions HVAC business. The role balances leadership with hands-on financial analysis to drive budgeting, forecasting, and planning for a $6B+ business, ensuring accurate reporting and strategic decision support.

You will partner with Sales, Inventory, Operations, and Product Management to align demand with financial targets, oversee a team of three

Qualifications

• 5+ years FP&A experience in multi-site manufacturing or HVAC.
• 5+ years partnering with Supply Chain, Operations, and Product Management.
• 5+ years of US GAAP and budgeting/forecasting expertise.

Responsibilities

• Lead FP&A activities for the $6B+ North America HVAC unit.
• Own budgeting, monthly forecasting, and close processes.
• Develop long-range plans and financial models for A/R, inventory, and P&L.
• Present analyses and insights to senior leadership.
• Collaborate with Sales, Inventory, and Operations Planning (SIOP) teams.

Skills

Financial Planning

Forecasting

Leadership

Cross-functional collaboration

SIOP

Financial analysis

US GAAP knowledge

Excel

Financial modeling

Communication

Education

Bachelor Degree

Tools

HFM

Excel

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.