Associate, FP&A

Otis Elevator Co.

1d•$65,000 - $75,000•Remote

About The Position

Otis is hiring! We’re looking for a highly analytical, solutions‑oriented financial planning and analysis Associate, Senior Associate to support financial planning, forecasting, reporting, and process improvement across our global WHQ functions. If you thrive in a fast‑paced environment, enjoy building scalable financial tools, and love improving finance processes, this role is for you. You’ll partner with business leaders, global controllers, and the FPA team to ensure accurate performance tracking and deliver insights that drive smarter, faster decision‑making.

Requirements

Bachelor’s degree in finance, Accounting, Business, or a related field
2 to 3 years of experience in FPA, corporate finance, or another analytical role
Strong Excel skills, advanced formulas, modeling, automation
Exceptional attention to detail, strong organization, and ability to manage multiple priorities
Effective communicator with the ability to translate data into clear, actionable insights
Demonstrated initiative, problem‑solving ability, and a continuous improvement mindset

Nice To Haves

Experience with financial systems such as HFM, Qlik, JDE, Datapoint, or Power BI is a plus

Responsibilities

Support annual budgeting, quarterly forecasting, and monthly performance analysis across WHQ functions.
Partner with functional budget owners to review results, explain spending drivers, strengthen accountability, and support cost reduction initiatives.
Lead month end reporting by preparing clear, timely performance summaries and communicating key variances, trends, and operational insights.
Build, enhance, and maintain forecasting models, Profit and Loss tracking tools, and reporting templates to improve visibility and streamline planning.
Use strong Excel skills to interpret models, maintain complex reporting tools, and develop new scalable reports that support forecasting and leadership visibility.
Identify process inefficiencies and create scalable solutions that reduce manual effort and improve accuracy across FPA workflows.
Automate recurring reports and develop tools that support global finance partners and increase reporting efficiency.
Deliver clear, actionable financial insights for senior leadership and the Executive Leadership Team.
Use strong PowerPoint skills to turn financial data into compelling, visually clear presentations for leadership.
Partner with global controllers to ensure consistent reporting and profit and loss alignment across entities.
Support ad hoc analysis, special projects, and cross‑functional initiatives to drive continuous improvement within WHQ Finance.
Ad hoc management reporting