Strategy and M&A Senior Manager, CHVAC Americas

Carrier; Kennesaw (GA); Hybrid; USD 118,000 - 235,000; Full time

Benefits offered by this job

Health care benefits

Retirement benefits

Paid time off

Disability & Life Insurance

Tuition assistance

Job summary

Carrier is seeking a Strategy and M&A Senior Manager for CHVAC Americas — Software & Controls Solutions. You will shape growth, identify acquisition targets, and manage end-to-end deal processes across finance, legal, HR, and IT.

The role blends strategic planning with hands-on diligence and post-close value realization. The ideal candidate has deep financial modeling skills, 8+ years in corporate strategy or investment banking, and experience in industrial controls.

Qualifications

• Bachelor’s degree in Finance or Business required.
• 8+ years in corporate strategy, M&A, or related fields with deal execution experience.
• Strong financial modeling and valuation skills (DCF, comps, precedent transactions).

Responsibilities

• Lead inorganic growth initiatives and build the M&A pipeline across CHVAC Americas.
• Develop business cases, valuation models, synergy tracking, and post-close plans.
• Coordinate cross-functional teams through diligence, integration, and execution.
• Prepare executive communications and board-ready materials.
• Engage with bankers, brokers, and strategic partners to expand the deal funnel.

Skills

Financial modeling

Corporate strategy

M&A experience

Executive communication

Cross-functional leadership

Education

Bachelor's in Finance/Business

Master's degree

Tools

SAP

Salesforce

Power BI

Datasite

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 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 The Role

As Strategy and M&A Senior Manager for CHVAC Americas — Software & Controls Solutions (SCS) — you'll help shape the strategic growth agenda for one of Carrier's most important commercial HVAC platforms. Sitting within Climate Solutions Americas Strategy, M&A and Integration, you'll partner with business leaders across SCS and adjacent growth areas to identify where Carrier should invest, acquire, partner, and transform to win.

This is a high-visibility role for a strategic operator and deal leader who can move seamlessly from market-backed strategy to valuation, diligence, executive communication, and post-close value realization. You'll build an inorganic growth pipeline, develop business cases, support acquisition/partnership execution, and translate long-range CHVAC priorities into actionable initiatives. Ideal candidates combine strong financial/analytical capability with practical understanding of industrial markets, controls platforms, field service models, and channel-led go-to-market execution.

This position follows a hybrid schedule, with 3 days onsite and 2 days remote per week

Key Responsibilities

• Lead strategic planning and inorganic growth initiatives across SCS, translating priorities into market maps, investment themes, acquisition theses, and execution roadmaps
• Identify, screen, and qualify M&A targets and strategic partners in building automation/controls and adjacent industrial technologies
• Develop investment rationales, business cases, valuation models, synergy cases, and risk assessments for leadership decision-making
• Lead/support end-to-end M&A workstreams — target outreach, NDAs, financial analysis, IOI/LOI prep, diligence coordination, management presentations, and closing — alongside Corp Dev, Finance, Legal, Tax, HR, and IT
• Connect M&A activity to strategic priorities: aftermarket expansion, controls growth, integrated equipment + controls + service solutions, data center growth, and go-to-market transformation
• Synthesize market intelligence, competitive dynamics, and technology trends into clear strategic recommendations
• Support post-close value realization: deal theses, synergy tracking, Day 1 priorities, and integration hand-offs
• Build relationships with bankers, brokers, owners, and partners to expand Carrier's deal pipeline
• Prepare executive communications, investment committee materials, and board-ready presentations
• Guide analysts and cross-functional teams through research, valuation, diligence, and integration planning

Required Qualifications

• Bachelor's degree in Finance, and/or Business
• 8 + years in corporate strategy, M&A, corporate development, investment banking, private equity, management consulting, business development, and/or strategic planning, with experience supporting transactions from thesis through execution

Preferred Qualifications

• Master’s degree
• Experience in industrial manufacturing and/or industrial controls (equipment, automation, building technologies, field service, industrial distribution, engineered products)
• Strong financial modeling and valuation skills: DCF, comparable company analysis, precedent transactions, synergy modeling, scenario analysis
• Ability to assess strategic fit, competitive position, operating model, channel structure, margins, growth drivers, and integration complexity
• Proven ability to lead cross-functional teams and influence stakeholders without direct authority
• Excellent executive communication skills — able to convert complex analysis into crisp, decision-ready materials
• Strong project management discipline and ability to manage multiple priorities under time pressure
• Ability to travel for target meetings, site visits, diligence, and integration planning
• Direct experience in commercial HVAC, BAS/DDC controls, industrial automation, energy services, or mechanical contracting
• Experience with post-merger integration, synergy tracking, value creation, carve-outs, or joint ventures
• Familiarity with CHVAC customer segments (data centers, healthcare, education, industrial, government, commercial office)
• Experience with tools such as SAP, Salesforce, Power BI, Datasite, Intralinks, Cyndx, or Asana
• Comfort operating in an engineering-, product-, and channel-led organization

Pay Range

The annual salary for this position is between $117,500.00 - $234,500.00 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 is entitled to short-term cash incentives, subject to plan requirements.

Benefits

Employees are eligible for benefits, including:

• 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

The specific benefits available to any employee may vary depending on state and local laws and eligibility factors, such as date of hire and the applicability of collective bargaining agreements.

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.