Sr Associate, FP&A

Otis; Bloomfield (CT); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Otis Americas Finance is seeking a skilled analyst to support the OSC with insightful analysis of key metrics and financial results.

The role covers monthly forecasting, variance analysis across manufacturing and freight, CAPEX planning, and management reporting while leveraging HFM, JDE, and the Otis finance ecosystem. A hybrid work arrangement applies, with travel as needed.

Qualifications

• Must have strong communication and analytical skills and work well in a high-performance, collaborative team.
• Experience in financial analysis for both P&L and balance sheet is preferred.
• Finance experience within Otis is preferred.
• Bachelor’s degree in accounting or finance or related business degree.

Responsibilities

• Support monthly forecasting and financial planning for OSC, including forecasts, outlooks, budgets, and variance reporting.
• Analyze daily sales and margin performance and communicate insights to leadership to support decision-making.
• Maintain recurring financial reporting, including sales reporting, open orders, MOD billings, and forecast submissions.
• Partner with operations, project managers, and finance to track open projects and provide financial visibility.
• Perform variance analysis on manufacturing, operational, and freight expenses; identify risks and opportunities.
• Manage freight expense reporting and accrual analysis; support month-end close.
• Support guaranteed billing processes, including monthly reporting and accounting entries.
• Prepare financial commentary, performance updates, and management reporting packages.
• Assist in annual operating plan, budget development, and CAPEX planning; coordinate with partners and system uploads.
• Support CAPEX proposals, project tracking, and financial analysis of investments.
• Develop and maintain analytical tools, models, and reporting solutions for better visibility and decision support.
• Coordinate quarterly and ad hoc analyses, including chargeback reporting, commodity requests, and special projects.
• Identify opportunities to streamline processes, improve reporting accuracy, and strengthen financial controls.

Skills

Strong communication skills

Analytical skills

Team collaboration

Education

Bachelor’s degree in accounting or finance or related business degree

Tools

Microsoft Suite

Hyperion Financial Management (HFM)

JDE

Job description

The Otis Americas Finance organization is seeking an individual to support Otis Service Center (OSC) by providing insightful analysis of the key metrics and financial results.

Responsibilities

• Support the monthly forecasting and financial planning processes for the OSC business, including preparation of forecasts, outlooks, budget analyses, and variance reporting.
• Analyze daily sales and margin performance, monitor key business trends, and communicate insights to finance and operational leadership to support timely decision-making.
• Maintain and enhance recurring financial reporting processes, including sales reporting, open order analyses, MOD billings, and forecast submissions, ensuring accuracy and consistency of data.
• Partner with operations, project managers, and finance teams to track open projects, understand business drivers, and provide financial visibility into project performance and execution.
• Perform detailed variance analysis on manufacturing, operational, and freight-related expenses, investigating significant fluctuations and identifying risks and opportunities.
• Manage freight expense reporting and accrual analysis, providing accurate financial estimates and supporting month-end close activities.
• Support guaranteed billing processes, including monthly reporting, accounting entries, and resolution of field inquiries related to billing activities.
• Prepare and deliver financial commentary, business performance updates, and management reporting packages highlighting key financial and operational metrics.
• Assist in the annual operating plan, budget development, and capital expenditure planning processes, including coordination with business partners and system uploads.
• Support capital investment activities, including CAPEX proposal submissions, project tracking, and financial analysis of investment opportunities.
• Develop and maintain analytical tools, financial models, and reporting solutions that improve visibility, efficiency, and decision support for the business.
• Coordinate quarterly and ad hoc financial analysis activities, including chargeback reporting, commodity requests, operational studies, and special projects as required.
• Identify opportunities to streamline processes, improve reporting accuracy, strengthen financial controls, and enhance overall business performance through data-driven insights.

Experience /Qualifications

• Must have strong communication skills with analytical skills as well as the ability to work in a high-performance, collaborative team environment
• Experience in financial analysis, for both P&L and balance sheet, is preferred
• Finance experience within Otis preferred
• Must be comfortable navigating Microsoft Suite, Hyperion Financial Management (HFM) and JDE Education Bachelor’s degree in accounting or finance or related business degree.

Location / Work Arrangement

There is an opportunity for the position to be hybrid (office and remote). The successful candidate must be able to travel/commute to an office, as needed. The salary range for this role is $80,000-$90,000. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.

Otis is the world’s leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world’s most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide.

We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company. When you join Otis, you become part of an innovative global industry leader with a resilient business model. You’ll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you’ll gain working alongside the best and brightest, keep us connected and on the cutting edge.

We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.

Today, our focus more than ever is on people. As a global, people-powered company, we put people – passengers, customers, and colleagues – at the center of everything we do. We are guided by our values that we call our Three Absolutes – prioritizing Safety, Ethics, Quality in all that we do.

If you would like to learn more about environmental, social and governance (ESG) at Otis click here.

Become a part of the Otis team and help us #Buildwhatsnext! Otis 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, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at [e-mail]. Privacy Policy and Terms: Click on this link to read the Policy and Terms We go to great lengths to hire and develop the best people, and offer a supportive environment where employees are motivated and empowered to perform at their full potential. Today, we continue pushing the boundaries of what's possible to thrive in a taller, faster, smarter world.