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FP&A Specialist
CarrierSpecialist - FP&A supporting financial planning and analysis at Carrier's innovative HVAC solutions. Collaborating to enhance financial performance and provide insights into business operations.
Posted 7/2/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $79,000 - $158,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis (FP&A), with a strong focus on variance analysis, forecasting, and reporting automation. Proficient in providing strategic financial guidance and insights to support business decision-making and drive continuous improvement.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Variance AnalysisReporting AutomationExcel/PowerPoint ProficiencyStrong Analytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ClosePerformance AnalysisForecastingP&L OwnershipBusiness Metrics Development
Soft Skills
Strong Communication SkillsStrategic ThinkingAdaptability
Tools & Technologies
HFMSAPS4 HanaPower BIHyperion
Certifications & Qualifications
Bachelor's Degree In AccountingFinance Or EconomicsMaster’s Degree (MBA Preferred)
Industry Keywords
Financial Performance MonitoringBusiness Decision-MakingContinuous ImprovementFinancial GuidanceBusiness Investigations
About the role
Key responsibilities & impact- Support a timely and accurate monthly financial close by ensuring key business transactions are reviewed, approved, and posted to local finance systems and HFM in accordance with finance and accounting deadlines
- Monitor financial performance across key business metrics and provide clear insight into variances, trends, risks, and opportunities
- Develop and present quarterly forecasts, including variance analysis against prior forecast, prior year, and plan, with clear commentary on key drivers and forecast risks and opportunities
- Analyze performance trends across orders, backlog, sales, margin, and expenses to support business decision-making and improve visibility to financial outcomes
- Drive reporting automation and develop finance metrics that improve accuracy, efficiency, and business insight
- Serve as a finance subject matter expert and trusted business partner to leadership by providing financial guidance, analysis, and recommendations
- Prepare ad hoc analyses and business investigations to support leadership requests and strategic priorities
- Promote a culture of continuous improvement by identifying opportunities
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance or Economics
- 3+ years of experience in FP&A
- Master’s degree preferred (MBA or equivalent)
- P&L owner experience is a plus
- Strong analytical and strategic thinking skills
- Excel/PowerPoint proficiency and ideally experience with HFM, SAP, S4 Hana Power BI, Hyperion, or other reporting/planning tools
- Strong communication skills with the ability to present recommendations effectively and drive actionable results in the organization
- Ability to quickly grasp new business models & changes and adapt to evolving industry dynamics.
Benefits
Comp & perks- 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