Senior Financial Planning & Analysis Analyst
About the position Carrier Residential Solutions HVAC Finance, located in Indianapolis, IN is seeking a qualified candidate for a FP&A Analyst.to lead financial planning, forecasting, reporting, and investment analysis for Residential Product-Line Sales and Margin and Residential SG&A. The candidate will provide insightful analysis and projections and interact cross functionally with Finance, Accounting, Sales, Marketing, OPS, and SIOP Teams to enable operation excellence. This position follows a hybrid schedule, with 3 days onsite and 2 days remote per week
Responsibilities
- Executes financial analysis, research, budgets, and forecasts to support business plans.
- Full P&L responsibility for Residential Product line
- Develops analysis on budgets, forecasts, inventory, and / or sales margins.
- Prepare / consolidate / support interim & monthly reports
- Prepare and provide insights for Finished Goods Excess and Obsolete Inventory
- Manage, develop, monitor Residential SG&A cost centers forecast/plan preparation, reporting and analysis
- Provides interpretation of financial data in spreadsheets, charts, and reports
- Continuous improvement of processes, tools, and reporting efficiencies
- Special projects and ad hoc business/financial analysis
Requirements
- Bachelor's Degree
- 5 + years of experience in FP&A
Nice-to-haves
- Bachelor’s degree in accounting or finance
- Working knowledge of US GAAP, financial analysis techniques, and budgeting/forecasting processes.
- Proven track record with financial process/reporting improvement and simplification
- Ability to develop and apply complex financial models involving large data sets
- Strong financial/cost analysis and budgeting/forecasting skills.
- Excellent communication, interpersonal and presentation skills.
- Self-direction and organization skills critical to achieving month-end reporting deadlines.
- Excellent time management and adaptability
- Detail oriented
- Self-motivated
- Highly organized with strong attention to detail and superior follow-through skills
- Ability to manage competing and changing priorities with composure and professionalism
Benefits
- Health Care Benefits: Medical, Dental, Vision
- 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
- Dependent Care Spending Account
- Tuition Assistance
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