Sr Associate, FP&A

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

Location: OT553: Otis NHQ – Oakbrook Center 11760 US Highway 1 Suite W600, Palm Beach Gardens, FL, 33408 USA

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! The Otis Americas Finance organization is seeking an individual to support Otis Americas regional and functional teams by providing insightful analysis of the key metrics and financial results. You will be an integral part of the Otis Americas Finance team, and you will also interface directly with the business operations, sub-regional and regional finance teams.

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 significant variances, trends, risks, and opportunities.
• Monitor and analyze personnel-related costs, including headcount movements, hiring plans, vacancies, attrition, and compensation-related 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 key performance indicators (KPIs) related to spending, productivity, workforce efficiency, and organizational effectiveness.
• Partner closely with Human Resources, Accounting, FP&A, and other functional teams to ensure alignment of financial plans, headcount forecasts, and business priorities.
• Identify opportunities to improve processes, controls, and reporting related to overhead spending and workforce management.
• Support leadership decision-making by providing actionable insights, scenario analysis, and recommendations regarding departmental investments, resource allocation, and cost management.

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.

About Otis

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.

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Equal Opportunity

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].