Manager, Financial Planning & Analysis

About Carrier

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.

Role Purpose

The Manager, Financial Planning & Analysis leads a team of FP&A professionals in driving core financial reporting, forecasting, and strategic analysis for US distribution operations. This role serves as a key financial advisor to operational leadership, setting performance targets, guiding complex financial modeling, and delivering actionable insights that support short- and long-term business objectives.

Key Responsibilities

Responsibilities include, but are not limited to:

• Executive Performance Reporting & Communication: Serve as the primary finance owner for the monthly performance of the freight function and distribution centers (warehouses); translate actual results vs. prior year, plan, and forecast into key drivers, actionable insights, and high-level communications for leadership.

• Logistics & Spend Analysis across CSA: Direct the calculation, analysis, and organization-wide communication of logistics productivity metrics; evaluate freight and warehouse spend across CSA, identifying underlying cost drivers and proactive mitigation strategies.

• Routing Compliance & Cost Benchmarking: Produce regular trending analyses on routing guide compliance across CSA, benchmarking cost differentials across routing guide usage to optimize freight spend and operational efficiency.

• Financial Planning & Product Line Guidance: Lead annual operating plans (AOP), quarterly financial forecasts, and long-range strategic plans; provide product line financial guidance in support of monthly forecast and annual planning processes across core business units.

• Cross-Functional Finance Partnership: Act as the dedicated CSA Finance Partner to the Central Ops Finance Leader (WHQ FP&A Ops Team) as well as operational leads across North America Residential (NARS), Light Commercial (LC), and Commercial HVAC (CHVAC).

• Month-End Closing & Accrual Governance: Ensure the timely and accurate execution of month-end closing processes for NARS, LC, and CHVAC distribution centers, while providing advisory support for monthly freight accrual processes and maintaining strict regulatory and accounting compliance.

• Financial Modeling & Decision Support: Build and maintain sophisticated financial models to support operational decision-making, pricing strategies, sales initiatives, capital allocation, and productivity targets.

• Team Leadership & Mentorship: Direct and mentor a team of intermediate to experienced FP&A professionals—setting clear objectives, guiding analytical workflows, evaluating operational performance, and fostering professional growth.

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Business Administration.

• 5+ years of FP&A experience with increasing levels of responsibility (i.e. growth in budget / P&L size or progression from analyst to manager as an example)

• 3+ years of advanced Microsoft Excel experience (e.g., complex modeling, scenario building).

• 1+ years of hands-on experience with enterprise ERP and consolidation systems (e.g., SAP, Hyperion/HFM).

Preferred Requirements

• Master’s degree in Business Administration (MBA), Accounting, or Finance; or active CPA/CMA certification.

• 3+ years of specialized experience in supply chain finance, distribution center accounting, or logistics cost management.

• 1+ years of direct management or formal supervisory experience leading FP&A analysts

• Experience supporting supply chain, operations, or logistics finance.

• Experience with data visualization tools (e.g., Power BI, Tableau) and enterprise planning systems (e.g., Anaplan, SAP BPC/SAC), experience with AI Tools

• Proven ability to coach, empower, and guide direct reports, fostering a collaborative and high-performing team environment.

• A proactive approach to identifying cost-saving opportunities, operational inefficiencies, and financial risks through data-driven reasoning.

• Strong relationship-building skills to collaborate effectively with supply chain, logistics, sales, and operations teams to drive consensus on budgets and forecasts.

• Strong attention to detail

Applicants must be legally authorized to work in the United States. We are unable to offer sponsorship for employment visa status for this position.

Pay Range

The annual salary for this position is between $96,000.00 - $192,000.00 annually. Factors which may affect pay within this range include, but are not limited to, skills, education, experience, and other unique qualifications of the successful candidate. The pay range will not be below the minimum wage applicable to the jurisdiction in which the applicant is to be employed.

Other Compensation

This position is entitled to short-term cash incentives, subject to plan requirements.

Benefits

Employees are eligible for benefits, including:

• 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

To learn more about our benefits offering, please click here [Work with us | Carrier Corporate](Work with us | Carrier Corporate). The specific benefits available to any employee may vary depending on state and local laws and eligibility factors, such as date of hire and the applicability of collective bargaining agreements.

Carrier EEO Statement and Accommodations Process

Carrier is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status or any other applicable state or federal protected class. Carrier provides affirmative action in employment for qualified individuals with a Disability and Protected Veterans in compliance with section 503 of Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

If you require a reasonable accommodation to complete the application process, participate in an interview, or otherwise engage in the hiring process, please contact us at Carrier.Recruiting@carrier.com. We will make every effort to meet your needs in accordance with applicable laws.

Application Deadline

Applications will be accepted for at least 3 days from Job Posting Date: 2 October 2026

Job Applicant's Privacy Notice

Please click on the link to review the [Job Applicant Privacy Notice](Job Applicant Privacy Notice).

Use of AI

Technology-enabled tools may support parts of the recruitment process, with oversight by people.