FP&A Specialist

Carrier; Beverly (MA); On-site; USD 79,000 - 158,000; Full time

Benefits offered by this job

Health Care Benefits

Paid vacation days

Tuition Assistance

Short-term and long-term disability

Job summary

Carrier, located in Beverly, Massachusetts, seeks an FP&A Specialist to provide essential financial leadership and analytical support for the Climate Solutions Transportation business.

The role involves partnering with department heads on performance tracking, forecasting, and delivering insightful financial analysis, critical for decision-making. This position requires strong analytical skills and experience in budgeting processes and financial reporting.

Health care and retirement benefits alongside competitive salary ranging from $79,000 to $158,000 annually are offered.

Qualifications

• 5 years experience in finance, including 3+ years in FP&A.
• 3+ years experience with financial reporting, budgeting, forecasting, and analysis.
• Detail-oriented, adaptable, and collaborative.

Responsibilities

• Own forecasting and budgeting processes across sales and margins.
• Prepare monthly financial results and monitor performance.
• Partner with operations to deliver insightful KPI analysis.

Skills

Excel (pivot tables, complex formulas, data modeling)

Financial reporting

Budgeting and forecasting

Financial analysis

Education

Bachelor’s degree in accounting/finance/business administration/economics/commerce

Tools

HFM (Hyperion Financial Management)

SAP S/4 Hana

SQL databases

JDE

Job description

About This Position

The FP&A Specialist provides critical financial leadership and analytical support to the Climate Solutions Transportation – Americas business. Reporting directly to the CFO, Climate Solutions Transportation – Americas, this role is a key member of the Americas Transportation Finance team and serves as a strategic finance partner to senior leadership and functional stakeholders.

As the designated financial expert for the business unit, the role is responsible for delivering insightful financial analysis, performance tracking, and forecasting to support decision‑making and drive results. The FP&A Specialist partners closely with department heads to monitor performance against financial targets, explain key drivers impacting the financial statements, and translate complex financial data into clear, actionable business insights.

This position plays a central role in budgeting, forecasting, and monthly financial close processes, while also supporting broader global reporting requirements. It offers a holistic view of the business’s end‑to‑end operations, combining deep analytical rigor with hands‑on engagement across sales, operations, and functional cost areas. The successful candidate will demonstrate strong analytical capabilities, a continuous improvement mindset, and the ability to proactively identify opportunities for process improvement, automation, and value creation across the organization.

Role Responsibilities

• Own forecasting and budgeting processes (quarterly, Annual Plan and long‑term outlook) across sales, margins, EBIT, cash flow and functional costs (SG&A, COS), including variance analysis, modeling, and management reporting.
• Lead the preparation of the monthly financial results by compiling and analyzing key financial inputs and clear performance commentary. Partner with stakeholders across business and finance to highlight and resolve identified issues in financial results.
• Drive forecasting, budgeting, and reporting cycle for functional / departmental costs, ensuring strict adherence to Carrier's defined cost center structures and accounting principles.
• Gather unit volume, revenue, and cost data from disparate sources to update margin analysis reports. Conduct thorough reviews to ensure data integrity and pinpoint significant changes in trends and expectations. Quantify the impact of mix, pricing, and cost fluctuations on overall margin percentage.
• Partner with the operations team to deliver insightful reporting and key performance indicator (KPI) analysis across material, logistics and factory performance.
• Monitor daily orders, coverage, and overall performance to ensure alignment with quarterly targets; provide updates for weekly profit assurance reviews.
• Identify and implement improvements and automation opportunities in data preparation, reporting, and communication.

Basic Qualifications

• Bachelor’s degree in accounting / finance / business administration / economics / commerce with 5 years experience in finance, of which 3+ years in FP&A.
• 3+ years experience with financial reporting, budgeting, forecasting, and analysis.
• 3+ years experience with Excel (pivot tables, complex formulas, data modeling, etc.), financial modeling, cost/pricing and working capital analysis.

Preferred Qualifications

• Master’s degree in accounting / finance / business administration / economics / commerce with 3 years experience in finance, of which 1+ years in FP&A.
• Experience with HFM (Hyperion Financial Management).
• Experience with US GAAP.
• Experience with SAP S/4 Hana.
• Detail‑oriented, adaptable, and collaborative.
• Ability to navigate a dynamic financial environment and influence actionable decisions.
• Accounting knowledge: General understanding of financial statements (income statement, balance sheet, cash flow) and foundational accounting principles.
• Experience in building dashboards, data visualizations, and delivering clear, impactful presentations to senior leadership.
• Experience with JDE, SQL databases preferred.

Additional Information

Candidates must be authorized to work in the United States without restriction; visa sponsorship is not available.

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.

Other Compensation

This position 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.