FP&A Specialist

CRT Sensitech; Rial Side (MA); On-site; USD 79,000 - 158,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Retirement benefits

Paid vacation

Sick days

Parental leave

Paid holidays

Bereavement leave

Job summary

Carrier Global Corporation seeks an FP&A Specialist for the Climate Solutions Transportation – Americas unit. You will lead budgeting, forecasting, and financial close, partnering with senior leaders to drive insights and actionable decisions.

You’ll own variance analysis, KPI reporting, and data integrity across sales, margins, and operating costs. The role emphasizes process improvement, automation, and collaboration with operations to enhance financial performance.

Qualifications

• Bachelor’s degree in accounting/finance/business with 5 years in finance, 3+ in FP&A.
• 3+ years experience with Excel (pivot tables, formulas, data modeling).
• Experience in budgeting, forecasting, and financial analysis.

Responsibilities

• Own forecasting and budgeting across sales, margins, EBIT, cash flow and costs; include variance analysis.
• Prepare monthly financial results with clear commentary.
• Partner with stakeholders to resolve issues in financial results.
• Drive cost center reporting and adherence to accounting principles.
• Update margin analysis with data from multiple sources.
• Review data integrity and identify significant trends.

Skills

Excel

Financial modeling

Cost / pricing analysis

Working capital analysis

Data visualization

Education

Bachelor’s degree in accounting/finance/general business

Master’s degree in accounting/finance (preferred)

Tools

SAP S/4 Hana

HFM (Hyperion)

SQL databases

JDE

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 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, cashflow 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. 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

To learn more about our benefits offering, please click here Work with us | Carrier Corporate.

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: 13 October 2026

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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.