FPA Analyst

About Us

Carrier Enterprise (CE) is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. At CE we proudly distribute industry leading brands such as Carrier, Bryant, Payne, GREE and other brands of HVAC and Refrigeration equipment, as well as a full-line of aftermarket parts, supplies and accessories. CE has approximately 200+ locations throughout 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada with over 2,000+ employees. Our vast footprint, inventory and e-Commerce platform allows us to provide our customers with best in class service when they need it and where they need it.

Carrier Enterprise is dedicated to providing Comfort Excellence to the HVAC/R industry. Our vision for Carrier Enterprise is simple...to become a world-class distribution company, and achieve differentiation through the relentless pursuit of service excellence. Our customers and our employees make the difference. We have vast opportunities at our stores, distribution centers, field offices, business units and Headquarter location. We embrace the diverse experiences, backgrounds, knowledge and ideas that make up our company culture. Those experiences only strengthen our teams and our business. From our retail locations to our e-Commerce and mobile platforms our team has the tools to help you grow your career at Carrier Enterprise. See where your drive will take you!

Find out more about CE at www.carrierenterprise.com.

Carrier Enterprise is an Equal Opportunity Employer. CE offers a competitive total pay (plus bonus on sales incentives) and benefits package inclusive of health, dental, vision, life insurance and 401(k).

Carrier Enterprise has an immediate opening for an FP&A Analyst.

Position Summary

The Financial Planning and Analysis Analyst (FP&A Analyst) position is an individual contributor role with a primary focus on execution. The FP&A Analyst position will be responsible for supporting financial planning, forecasting, reporting and analysis activities as well as the accuracy and timeliness of such information. This position is at a developing professional level and requires an ambitious, motivated, and eager individual. The preferred candidate must be able to work individually with a moderate level of guidance and as part of a collaborative team working across departments to deliver on key regional and company initiatives.

Essential Duties And Responsibilities

• Prepare and support financial analysis of reports, budgets, and forecasts.
• Calculate monthly, quarterly, and annual commissions and incentives.
• Develop, maintain and enhance financial models, such as annual/monthly budgets and forecasts.
• Conduct variance analysis to identify trends, risks, and opportunities.
• Monitor and report on key financial metrics and performance indicators.
• Partner with Region management, Finance, Human Resources, and HQ leadership to report monthly results and assess the risks and opportunities to achieving the segment financial targets.
• Conduct internal analysis on the performance of the company's different products and business units.
  
  

Requirements

Requirements

• Bachelor’s degree in accounting or finance.
• 1-3 years of experience in accounting, financial analysis, and/or financial reporting.
• Strong-to-expert knowledge of MS Excel and PowerPoint experience.
• Strong verbal and written communication skills required.
• Knowledge of distribution, B2B or retail business environments preferred.
• Experience with a large multi-location environment preferred.
• Proficiency with an ERP and financial software systems preferred.
• Public accounting and financial planning background a plus.
• Outstanding analytical skills with the ability to interpret complex financial data. Successful candidates must be able to: a) get data from research or a data analytics query, b) analyze data, c) draw conclusions from analyses, and d) organize and present data in a logical manner.
• Exceptional judgment and maturity, including an ability to execute independently and work with team members of all levels.
• Strong sense of ownership, pride in work, attention to detail, and ability to self-start.
• History of delivering quality work within deadlines.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong business/problem-solving skills, high sense of urgency, and strong communication/interpersonal skills
• Ability to effectively present information and respond to questions from management, external partners, and internal associates.
• Strong organizational skills and the ability to develop and maintain an organized structure.