Finance Specialist, Financial Planning & Analysis

Energie Gestalter; Town of Texas (WI); On-site; USD 79,000 - 158,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Paid vacation

Sick leave

Parental leave

Retirement benefits

Life insurance

Disability

Tuition assistance

Job summary

Carrier Global Corporation seeks a Finance Specialist, FP&A to drive planning, forecasting and performance analysis for a manufacturing site. You will turn data into insights to support decision-making and profitable growth.

The role partners with Operations, Materials and Engineering to track productivity and cost-reduction initiatives; you will oversee CAPEX analyses and KPI tracking while ensuring US GAAP compliance.

Qualifications

• Bachelor's degree in Finance or related field and 3+ years in FP&A or accounting.
• Strong variance analysis skills with ability to explain results to non-finance partners.
• Advanced Excel and financial-modeling capability; experience with ERP and BI tools.

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 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.

Skills

Forecasting

Budgeting

Month-end close

Variance analysis

US GAAP

ERP (SAP/Oracle)

Power BI

Advanced Excel

Education

Bachelor's degree in Finance

CPA, CMA or MBA

Tools

SAP

Oracle

Power BI

Hyperion/OneStream

Job description

About Carrier

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

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 September2026

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