Manager, Financial Planning & Analysis - HVAC

Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life possible by delivering safer, smarter and more sustainable services that make a difference to people and our planet while revolutionizing industry trends. This is why we come to work every day. Join us and we can make a difference together.

About This Role

Carrier HVAC Commercial Finance has an opportunity in Charlotte, NC for a high potential, results-oriented Finance/Accounting professional to provide financial and operational support to the commercial equipment business.

This role will provide preparation, consolidation, analysis and reporting of financial data used to summarize and measure status, evaluate business plans, identify variances, and forecast results for the North America Applied Equipment Non-Chillers business (Air Handlers, Applied Rooftops, Large Splits, and Sourced Products).

Key Responsibilities:

• Develop & present monthly forecasts for the North America Applied Equipment business to leadership, providing appropriate color and context around variances to prior forecast, prior year, and plan. Articulate risks & opportunities to the forecast.

• Partner with market experts to ensure business is implementing strategies to deliver on forecast commitments, identify gaps to forecast, develop actionable assurance plans and ensure such plans are properly measured and regularly reported on.

• Ensure timely and accurate monthly financial close in accordance with the calendar published by the finance and accounting organizations. This requires that all necessary business transactions have been reviewed, approved, and posted to local finance systems and HFM on a timely basis.

• Provide forecast and variance root cause analysis for balance sheet and cashflow of all North America Applied Businesses

• Prepare, distribute, and enhance monthly Sales, Margin, Orders and backlog reporting.

• Prepare and distribute daily book & ship and weekly orders & backlog reporting / commentary.

• Prepare presentations for key meetings with executives.

Required Qualifications:

• BA / BS degree

• Minimum 5 years’ experience in Accounting or Finance

Preferred Qualifications:

• BA / BS degree in finance, accounting, or business administration

• MBA / CPA / CMA

• Minimum 2 years previous experience in financial planning & analysis

• Advanced PowerPoint presentation experience and Excel knowledge; Hyperion Financial Management (HFM) and Power BI

• Excellent verbal, written and listening communication skills

• Proven ability to tie information from multiple IT sources together into a comprehensive analysis.

• Strong financial/cost analysis and budgeting/forecasting

• Self-direction and organization skills critical to achieve month-end reporting deadlines

• Strong desire to understand the financial and operational details of a large business enterprise and the flexibility to grow within the organization.

RSRCAR