Senior FP&A Associate — Hybrid Forecast & Workforce

Otis SE; Town of Florida (NY); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Otis is seeking a Finance Analyst to support Otis Americas regional and functional teams by providing insightful analysis of key metrics and financial results. You will interface with business operations and sub‑regional finance teams to drive accurate forecasting and informed decisions.

This role emphasizes monthly forecasts, headcount tracking, cost governance, and KPI reporting, with opportunities to implement process improvements and training for leaders.

Qualifications

• Bachelor’s degree in accounting or finance or related business degree.
• Experience in financial analysis, for both P&L and balance sheet, is preferred.
• Finance experience within Otis preferred.

Responsibilities

• Support the monthly forecast and financial planning process for functional departments, including analysis of operating expenses, headcount, and overhead spending performance.
• Partner with department leaders to understand monthly results, identify key cost drivers, and investigate variances, trends, risks, and opportunities.
• Monitor and analyze personnel-related costs, including headcount movements, hiring plans, vacancies, attrition, and compensation impacts.
• Maintain and enhance forecasting, reporting, and analytical tools to improve visibility into departmental spending and resource utilization.
• Track forecast accuracy and provide recommendations for continuous improvement.
• Develop financial and operational analytics to support workforce planning, productivity initiatives, and cost optimization efforts.
• Provide training and guidance to functional leaders and business partners on financial planning processes, headcount management, and expense governance.
• Support the preparation of monthly and quarterly business review materials, highlighting key expense, headcount, and productivity insights.
• Participate in the annual operating plan and strategic planning process for functional organizations, providing objective financial analysis and decision support.
• Track and report KPIs related to spending, productivity, workforce efficiency, and organizational effectiveness.
• Partner with HR, Accounting, FP&A, and other teams to align financial plans and priorities.
• Identify opportunities to improve processes, controls, and reporting related to overhead spending and workforce management.
• Support leadership decision-making with actionable insights, scenario analysis, and recommendations regarding investments, resource allocation, and cost management.

Skills

Strong communication

Analytical skills

Team collaboration

Education

Bachelor's degree in accounting or finance

Tools

Hyperion Financial Management (HFM)

JDE

Job description

Otis is seeking a Finance Analyst to support Otis Americas regional and functional teams by providing insightful analysis of key metrics and financial results. You will interface with business operations and sub‑regional finance teams to drive accurate forecasting and informed decisions.

This role emphasizes monthly forecasts, headcount tracking, cost governance, and KPI reporting, with opportunities to implement process improvements and training for leaders.