Finance Specialist, Financial Planning & Analysis

Carrier • Fort Worth, TX

1d • $79,000 - $158,000

About The Position

The Finance Specialist, Financial Planning & Analysis (FP&A) drives the planning, forecasting and performance-analysis cycle for a Carrier manufacturing facility. Working with general supervision on assignments that require judgment and interpretation, this role turns operational and financial data into insight that supports decision-making, cost control and profitable growth.

Requirements

• Bachelor's degree.
• 3+ years of Financial Planning and Analysis, or accounting experience.

Nice To Haves

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• Proven experience owning forecasting, budgeting and month-end close activities.
• Strong variance analysis skills and the ability to explain financial results to non-finance partners.
• Advanced Excel and financial-modeling capability.
• Working knowledge of US GAAP, internal controls and SOX compliance.
• Experience with ERP systems and financial reporting tools.
• Manufacturing or plant-finance experience, including standard costing and absorption analysis.
• Proficiency with ERP systems such as SAP or Oracle and BI tools such as Power BI and Hyperion/OneStream.
• CPA, CMA or MBA.

Responsibilities

• Leads the monthly forecast, annual operating plan (AOP) and long-range planning cycles for the site.
• Performs month-end close activities, including accruals, journal entries and account reconciliations.
• Analyzes actual results versus plan/forecast, explaining variances in cost, spend, absorption and productivity.
• Builds and maintains financial models, dashboards and reporting packages for site leadership.
• Partners with Operations, Materials and Engineering to track productivity, savings and cost-reduction initiatives.
• Supports capital investment (CAPEX) requests with business cases, ROI and payback analysis.
• Tracks and reports key financial KPIs, including conversion cost, labor efficiency, scrap, inventory and headcount.
• Ensures compliance with US GAAP, internal controls and SOX requirements in all analyses and reporting.

Benefits

• Medical, dental and vision care benefits.
• Wellness incentives.
• Retirement benefits.
• 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.
• Short-term and long-term disability.
• Life insurance and Accidental Death and Dismemberment.
• Health Savings Account, Health Care Spending Account and Dependent Care Spending Account.
• Tuition assistance.
• May be entitled to short-term cash incentives, subject to plan requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level