FP&A Specialist

Jobtailor; North Carolina; Hybrid; USD 70,000 - 90,000; Full time

Job summary

Carrier, located in North Carolina, is seeking a FP&A Specialist to support its North America Commercial Services group. This role involves business partnering with market leaders to drive finance-related initiatives and ensuring the accuracy of financial forecasts and compliance.

The ideal candidate will have a BA/BS degree and at least 3 years of experience in finance or accounting. Strong analytical and communication skills are critical, along with proficiency in Excel and financial modeling.

Qualifications

• Minimum 3 years’ experience in Accounting or Finance.
• Minimum 2 years previous experience in financial planning & analysis.

Responsibilities

• Develop & present quarterly forecasts of the assigned zone to the leadership.
• Partner with market leaders to ensure business is implementing strategies.
• Ensure timely and accurate monthly financial close.
• Ensure region adheres to corporate internal control requirements.

Skills

Analytical skills

Financial modeling

PowerPoint presentation

Excel knowledge

Communication skills

Education

BA / BS degree

BA / BS degree in Finance or Accounting (MBA / CPA preferred)

Tools

Hyperion Financial Management (HFM)

Business Objects

Job description

About This Role

Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life possible by delivering safer, smarter and more sustainable services that make a difference to people and our planet while revolutionizing industry trends. This is why we come to work every day. Join us and we can make a difference together.

The Commercial HVAC business is seeking a FP&A Specialist to support the North America Carrier Commercial Services group. This position will serve as a key member of the finance team supporting one of four North America service zones. This position will be focus heavily on business partnering with the zone general manager and driving initiatives in sales, finance, and operations across the business.

Key Attributes

We are seeking a motivated, analytical, self-starter to contribute to our continued legacy of financial strength. If you thrive in a fast-paced environment and are looking for an opportunity to develop your finance career, then we have a great opportunity for you.

Key Responsibilities

• Develop & present quarterly forecasts of the assigned zone to the leadership, providing appropriate color and context around variances to prior forecast, prior year, and plan. Articulate risks & opportunities to the forecast.
• Partner with market leaders to ensure business is implementing strategies to deliver on forecast commitments, identify gaps to forecast, develop actionable assurance plans and ensure such plans are properly measured and regularly reported on.
• Ensure timely and accurate monthly financial close in accordance with the calendar published by the finance and accounting organizations. This requires that all necessary business transactions have been reviewed, approved, and posted to local finance systems and HFM on a timely basis.
• Ensure region adheres to corporate internal control requirements, including financial and operational policies and procedures, matrices, and segregation of duties.

Required Qualifications

• BA / BS degree
• Minimum 3 years’ experience in Accounting or Finance

Preferred Qualifications

• BA / BS degree in Finance or Accounting field (MBA / CPA preferred).
• Minimum 2 years previous experience in financial planning & analysis.
• Analytical and ability to develop and apply financial models.
• Strong PowerPoint presentation experience and Excel knowledge is a must; Hyperion Financial Management (HFM), HFM retrieve, Business Objects. Hyperion Planning is desirable.
• Strong verbal, written and listening communication skills.