Financial and Planning AnalystAbout Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.  

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today! 

Role and Responsibilities

We are seeking a highly skilled FP&A Analyst within our Global Business Services (GBS). This role will be responsible for recording, compiling, and analyzing financial information, developing integrated revenue and expense analyses, projections, and reports, managing capital project transactions, monitoring project spending, and measuring financial returns on projects.

Accountabilities

• Analyze intricate financial data, extract essential insights, and assess the company’s financial performance, including revenues, margins, expenses, and capital expenditures

• Collaborate with various departments to collect relevant financial data, set consistent reporting standards, and ensure a unified understanding of key financial metrics across the organization

• Perform financial variance analysis and support detailed interpretations to assist the management team in making informed decisions

• Assist in preparing presentation materials for board meetings and investor relations, ensuring clarity, consistency, and relevance of data in all communications

• Engage in special projects requiring financial analysis or input, and take on additional reporting responsibilities as needed, showcasing initiative and a willingness to go beyond routine tasks

• Record transactions associated with capital projects to maintain comprehensive records for future reference and analysis

• Evaluate project progress and funds invested to assess alignment with financial goals and project timelines

• Compare actual expenditures to budget to ensure financial discipline and accountability throughout the project lifecycle

• Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions

• Support presentations to Finance leadership on the status of projects to ensure alignment with organizational financial strategies

• Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions

Qualifications and Experience

Essential:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

• 1 – 3 years of relevant experience in management reporting, capital planning, or financial management

• Highly detail-oriented with the ability to work under tight deadlines in a high-volume, fast-paced team environment

• Strong analytical and communication skills

• Fast learner of technology and coachable

Preferred:

• Master’s degree in a relevant field or Chartered Accountant designation

Technical Skills and Knowledge

Essential:

• Proficiency with Microsoft Office Suite

• Familiarity with financial software and Oracle

• Solid understanding of management reporting and capital planning processes and best practices   

Languages

• Fluency in English and proficiency in Spanish, both spoken and written, are required

Collaboration First Hybrid Work Arrangements:

This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which is the understanding that teams will work together in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your team and leader to determine when you should be in office to drive meaningful connections and to best serve our customers.