FP&A Specialist

Carrier; United States; On-site; USD 95,000 - 140,000; Full time

Job summary

Carrier Global Corporation is seeking an FP&A Specialist to provide financial leadership for Climate Solutions Transportation - Americas. You will partner with senior leaders to deliver budgeting, forecasting, and analytical support across sales, margins, and costs.

The role emphasizes data-driven insights, performance tracking, and ongoing process improvements in a dynamic finance environment. Collaboration across sales, operations, and finance is essential.

Qualifications

• Bachelor's degree in accounting, finance or related field with 5 years in finance.
• 3+ years experience in FP&A, including budgeting, forecasting, and reporting.
• 3+ years Excel experience with pivot tables, formulas, and data modeling.

Responsibilities

• Own forecasting and budgeting across sales, margins, EBIT, cash flow and costs.
• Prepare monthly financial results with clear commentary for stakeholders.
• Drive forecasting, budgeting, and reporting for functional costs per cost center rules.
• Gather data from multiple sources to update margin analysis and trends.
• Partner with operations to deliver KPI insights on material, logistics, and factory performance.
• Monitor orders and performance for alignment with quarterly targets; support reviews.
• Identify automation opportunities in data prep, reporting and communications.

Skills

Financial analysis

Forecasting

Budgeting

Stakeholder communication

Education

Bachelor's degree in accounting/finance/business administration/economics

Master's degree (nice to have)

Tools

HFM

SAP S/4 Hana

JDE

SQL

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 (nice to have)

• Other qualifications you may have that would be beneficial in this role include:
• 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 n