Financial Analyst

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow on Carrier social media at @Carrier.

Key Responsibilities

 Month-End Close & Accounting Operations

• Perform core month-end close activities, including trial balance reviews, final sales calculations, SG&A analysis, accruals, reclassifications, account reconciliations, and journal entry preparation.
• Partner with Accounting and Finance teams to ensure accuracy and completeness of financial results.

Shipment, Demand & Backlog Coverage

• Support commercial forecasting through detailed analysis of shipment performance, backlog coverage, and order activity.
• Participate in weekly cross-functional demand calls to understand market conditions and operational execution.
• Prepare weekly and monthly reporting on backlog performance, new orders, and variance to forecast.

Management Reporting & Profitability Analysis

• Develop and distribute management reporting packages and key performance metrics for business and finance leadership.

Prepare Gross Margin reporting and customer profitability analysis.

• Manage functional cost reporting and provide detailed expense analysis to departmental leaders.
• Support financial consolidation and reporting activities utilizing corporate financial systems and reporting tools.

Organizational Partnership & Process Improvement

• Collaborate with Sales Operations, Accounting, Finance, and other business functions to ensure timely and accurate reporting.
• Provide ad hoc financial analysis and reporting support for business initiatives and leadership requests.
• Identify opportunities to improve reporting processes, enhance data quality, and increase reporting efficiency through automation and standardization.

Minimum Requirements

• Bachelor’s degree
• 2+ years of experience in Financial Analysis, Accounting
• 2 + years of experience in Microsoft Excel, including Pivot Tables and VLOOKUP/XLOOKUP functions.

Preferred Requirements

• Prior experience supporting month-end close, financial reporting, variance analysis, and forecasting processes.
• Strong analytical, detail-oriented, and problem-solving skills.
• Experience with financial reporting and ERP systems (e.g., HFM, JD Edwards).
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced month-end close environment.

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