Financial Analyst

Carrier Global Corporation; Albuquerque (NM); Hybrid; USD 55,000 - 75,000; Full time

Job summary

A global leader in climate solutions is looking for a Financial Analyst to support U.S. operations from Albuquerque, NM. You will focus on financial modeling, budgeting, and reporting using tools like Power BI and Excel. The ideal candidate holds a Bachelor's in Accounting or Finance and has experience in financial analysis and data visualization. This position offers a hybrid work environment and a comprehensive benefits package.

Benefits

Health insurance

Retirement savings

Flexible working

Parental leave

Paid external training programs

Qualifications

• 1+ years of experience in financial modeling.
• Experience with data analysis tools required.
• CFA or CPA designation preferred.

Responsibilities

• Design and optimize revenue and profitability reporting in Power BI.
• Execute the annual budget process.
• Prepare P&L, balance sheet and cash flow reports.

Skills

Financial analysis

Data analysis tools

Power BI

Problem-solving

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

PowerPoint

SAP

HFM/Hyperion Financial Management

Job description

Overview

Viessmann is a global leader in sustainable climate and energy solutions, part of the Carrier Global Corporation. Carrier is a global leader in intelligent climate and energy solutions, committed to creating solutions that matter for people and our planet for generations to come. The information below reflects the role of Financial Analyst within the North American Hydronics division of Carrier, focusing on supporting U.S. Operations with exposure to Canadian operations and broader North American financial analysis.

This is a hybrid role in Waterloo, ON. If you are passionate about financial insights and thrive in a fast-paced environment, we’d love to hear from you.

We value our people and offer an extensive benefits package, including health insurance, retirement savings, flexible working, parental leave, and paid-for external training programs and courses to support growth.

Responsibilities

• Design, develop, and optimize the revenue and profitability reporting in Power BI, providing in-depth, actionable analysis at the customer, product, and market segment levels to support strategic initiatives
• Plan and execute the annual budget process including detailed cost centers\' budgets and sales plans to support business plans
• Produce financial and budgetary reports, spreadsheets, and charts for analysis and interpretation
• Prepare P&L, balance sheet and cash flow reports
• Perform analysis on budgets and forecasts to determine and communicate actionable insights to a range of audiences and cross-functional teams
• Maintain and review inventory costing calculations, including setting intercompany transfer pricing for goods supplied to related parties
• Support the month-end closing process
• Ad-hoc projects and additional tasks as may be required during the course of the business year

Basic Qualifications

• Bachelor’s degree (Accounting or Finance)
• 1+ years of experience in financial modeling and data analysis tools

Preferred Qualifications

• CFA or CPA designation, or currently enrolled to complete
• Experience with Power BI or similar visualization tool
• Experience with SAP and HFM/Hyperion Financial Management
• Proficiency in Excel and PowerPoint
• Ability to concisely and effectively report on analysis both orally and in written format
• Analytical, problem-solving and critical thinking skills
• Attention to detail and accuracy
• English language communication skills
• Ability to work independently and as part of a team in a fast-paced environment

Additional information

• Must have unrestricted authorization to work in Canada. No visa sponsoring available.

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, disability or veteran status, age or any other federally protected class.

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