FP&A Specialist

Carrier•Palm Beach Gardens, FL

12d•$79,000 - $158,000•Onsite

About The Position

This position provides dual support to Carrier WHQ FP&A (approximately 50%) and Investor Relations (approximately 50%), offering broad exposure to corporate financial reporting, forecasting, and external-facing financial communications. The role is instrumental in delivering timely, accurate, and actionable financial insights to executive leadership—particularly during quarterly earnings periods. By partnering cross-functionally with business teams and serving as a key link between WHQ FP&A and Investor Relations, this role helps strengthen transparency, enable informed decision-making, and ensure alignment with Carrier’s long-term strategic objectives.

Requirements

Bachelor’s Degree in Finance / Accounting / Economics / Commerce / Business Administration.
3+ years’ experience in FP&A / Accounting / Ops Finance.
1+ year experience with key financial statements.

Nice To Haves

Experience with either HFM (Hyperion Financial Management system) or any similar large data management tool.
Strong proficiency in Excel, PowerPoint.
Exceptional analytical and problem-solving skills.
Excellent communication skills.
Ability to report on analysis concisely and effectively both orally and in written format.
Ability to manage multiple conflicting priorities under tight deadlines, be detail oriented, energetic, and self-motivated.

Responsibilities

Pull, analyze and report quarterly financial actuals and forecast schedules to the VP FP&A and broader corporate team
Serve as the finance business partner for the Service and Aftermarket team
Provide weekly Carrier orders reports to executive leadership and manage the orders reporting system for all Carrier segments
Support the preparation and distribution of several Earnings Release materials to leadership
Assist the team with ad-hoc quarterly forecasting and analysis
Improve existing reporting processes and create new ones where required
Manage Carrier’s consensus model, report on key updates and insights, and ensure accurate reflection in the FactSet Application.
Track and report key KPIs including valuation, stock performance and investor engagement and ownership.
Manage peer compare model and earnings flash process, providing key insights of the competitive landscape during the earnings season.
Assist in the quarterly earnings materials including the earnings presentation, Q&A prep and supporting internal financial reporting.
Act as the liaison between IR and WHQ FP&A during earnings periods.