Finance Specialist, Financial Planning & Analysis

Carrier; Fort Worth (TX); On-site; USD 79,000 - 158,000; Full time

Benefits offered by this job

Health Care Benefits

Retirement Benefits

Paid time off

Disability insurance

Life Insurance

Tuition Assistance

Job summary

Carrier Global Corporation is seeking a Finance Specialist in FP&A to drive planning, forecasting, and performance analysis for a Carrier manufacturing facility. The role involves turning operational data into insights for decision-making, cost control, and growth.

The job requires strong forecasting, budgeting, and month‑end close proficiency, with solid Excel modeling, ERP/BI tools, and knowledge of US GAAP. Collaboration with Operations, Materials, and Engineering is essential.

Qualifications

• Bachelor's degree required.
• 3+ years of FP&A or accounting experience required.

Responsibilities

• Leads monthly forecast, AOP and long-range planning cycles for the site.
• Performs month-end close activities including accruals, journal entries and reconciliations.
• Analyzes actual results vs plan/forecast and explains variances in cost, spend, absorption and productivity.
• Builds and maintains financial models, dashboards and reporting packages for site leadership.
• Partners with Operations, Materials and Engineering to track productivity, savings and cost-reduction initiatives.
• Supports CAPEX requests with business cases, ROI and payback analysis.
• Tracks and reports key financial KPIs (conversion cost, labor efficiency, scrap, inventory, headcount).
• Ensures compliance with US GAAP, internal controls and SOX in analyses and reporting.

Skills

Variance analysis

Advanced Excel

Financial modeling

US GAAP

SOX compliance

Forecasting

Budgets

Cost control

Education

Bachelor's degree

Finance/Accounting/Economics degree

CPA/CMA/MBA

Tools

SAP

Oracle

Power BI

Hyperion

OneStream

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

The Finance Specialist, Financial Planning & Analysis (FP&A) drives the planning, forecasting and performance‑analysis cycle for a Carrier manufacturing facility. Working with general supervision on assignments that require judgment and interpretation, this role turns operational and financial data into insight that supports decision‑making, cost control and profitable growth.

Key Responsibilities

• Leads the monthly forecast, annual operating plan (AOP) and long‑range planning cycles for the site.
• Performs month‑end close activities, including accruals, journal entries and account reconciliations.
• Analyzes actual results versus plan/forecast, explaining variances in cost, spend, absorption and productivity.
• Builds and maintains financial models, dashboards and reporting packages for site leadership.
• Partners with Operations, Materials and Engineering to track productivity, savings and cost‑reduction initiatives.
• Supports capital investment (CAPEX) requests with business cases, ROI and payback analysis.
• Tracks and reports key financial KPIs (conversion cost, labor efficiency, scrap, inventory, headcount).
• Ensures compliance with US GAAP, internal controls and SOX requirements in all analyses and reporting.

Required Qualifications

• Bachelor's degree
• 3+ years of Financial Planning and Analysis, or accounting experience

Preferred Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• Proven experience owning forecasting, budgeting and month‑end close activities.
• Strong variance analysis skills with the ability to explain financial results to non‑finance partners.
• Advanced Excel and financial‑modeling capability.
• Working knowledge of US GAAP, internal controls and SOX compliance.
• Experience with ERP systems and financial reporting tools.
• Manufacturing or plant‑finance experience, including standard costing and absorption analysis.
• Proficiency with ERP (SAP/Oracle) and BI tools (Power BI, Hyperion/OneStream).
• CPA, CMA or MBA.

Pay Range

The annual salary for this position is between $79,000.00 - $158,000.00 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: 25 September 2026

Use of AI

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