Financial, Planning & Analysis Manager

Why Carrier?

Carrier is the leading worldwide provider of heating, ventilation, and air conditioning (HVAC), refrigeration, fire, security, and cold chain solutions. We invented modern air conditioning, and our team of pioneers continues to advance technologies that transform how we live, work, and move.

At Carrier, our greatest assets are the expertise, creativity, and passion of our employees. We strive to provide a workplace that attracts, develops, and retains the best talent, fosters collaboration, and drives innovation to serve our customers better.

We are guided by our values of Respect, Integrity, Inclusion, Innovation, and Excellence
, and we are excited for you to join us and make a difference.

• Sales and Gross Margin performance reporting in comparison with the forecast
• Collection reporting by Business Units
• Tracking of out bound deliveries not invoiced
• Quotation reports by BU

• Order and backlog reporting in weekly HFM for the Entity
• Prepare and publish weekly flash for the Business Unit and the Entity

• Facilitate business units in preparation of monthly forecast for sales, gross margin and direct expenses
• Load the monthly forecast in Hyperion Financial Management System (HFM)
• Prepare both business units and entity forecast review pack, for review with Regional Management
• Load Sales Engineer wise sales targets in BI system
• Prepare, performance variance analysis, and publish Business Units P&L
• Prepare and publish Business Units KPI dashboards and Control Tower
• Review orders and backlog reporting for the entity during month end closing by accounting team
• Ensure accuracy of Field hours and cost reporting during the month end closing
• Prepare monthly management meeting presentation for RHQ
• Perform service sub-contractor tracking
• Estimation of Field hours and cost required for forecast months, and Field Absorption reporting

• Prepare Minority JV presentation for the Entity
• Sales Incentive computation by sales personnel for each Business Unit, to ensure adequate provisions are in place and suggest any true up requirements
• Dealer rebate computation by dealer, to ensure adequate provisions are in place and suggest any true up requirements
• Load IT supplementary data in HFM

• Facilitate and prepare Annual Plan package
• Prepare entity BOD meeting presentations by annually
• Engage with Business Unit to ensure accuracy of Field Hourly Rate (FHR) estimation
• Ensure accuracy of annual provisioning rates of warranty, freight out, SIP, etc. charges, and its configuration in SAP

• Provide UAT for management reports developed in SAP BI/ HANA systems
• Suggest any upcoming reporting requirements based on business needs
• Ensure accuracy of existing reports from time to time

Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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