United Technologies Corporation Financial Planning Specialist - Commercial HVAC in Charlotte, North Carolina

Job ID: 65710BR

City: Charlotte

State: North Carolina

Country: United States

Category: Finance, Corporate Careers

Job Type: Full Time

Description:

UTC Climate, Controls & Security is a leading provider of heating, ventilating, air conditioning and refrigeration systems, building controls and automation, and fire and security systems leading to safer, smarter, sustainable and high-performance buildings. UTC Climate, Controls & Security is a unit of United Technologies Corp., a leading provider to the aerospace and building systems industries worldwide.

Carrier is the world’s leader in high-technology heating, air-conditioning and refrigeration solutions. Carrier is a part of UTC Climate, Controls & Security, a unit of United Technologies Corp., a leading provider to the aerospace and building systems industries worldwide.

If you are looking for a role that combines your drive to succeed with a passion for driving financial results within the HVAC business, then we have a great opportunity for you. We are seeking a high energy, motivated financial specialist to support the Commercial HVAC sales channel.

NA HVAC Commercial Finance has an opportunity in Charlotte, NC for a high potential, results-oriented Specialist in Financial Planning and Analysis to provide financial and operational support to the multiple sales channels across the country. This candidate will develop, consolidate, analyze and report both actual and forecasted financial data used to measure sales and financial performance vs. plan and prior year, and actively support the development of the annual business plan. They will be responsible for preparing a number of month-end closing entries and assist the leadership team with preparing presentations to senior management.

Position requires flexibility as well as the ability to work with large amounts of data and draw directional conclusions from that data. Candidate must possess strong analytical skills and sound business judgment specifically regarding sales and customer facing processes. The selected candidate must be comfortable communicating to all levels of the organization and able to develop positive relationships in order to gather information and influence decision making.

RESPONSIBILITIES:

  • Provide financial and operational support to the Distribution, Direct Selling, Strategic Account, and Rep Firm sales channels

  • Support the month-end close process through analysis, entries, reporting, and General Ledger account reviews

  • Develop, consolidate, analyze and report month end actuals for customer and product sales

  • Support incentive reporting process through collection of sales and claiming detail

  • Design annual sales plan by customer and sales rep for incentive purposes

  • Prepare monthly presentations for Sr. Management communications

  • Perform ad-hoc analysis and audit support upon request

  • Work on a variety of projects, primarily relating to systems, reporting, and process improvement

LEVEL OF RESPONSIBILITY:

  • Responsible for providing financial and operational support to the sales channel through reporting and various ad-hoc analysis

  • Ability to analyze financial data and prepare reports and presentations for management

  • Fully developed professional able to work independently without direct daily guidance

  • Has in-depth financial knowledge and communication skills required of the discipline and role

Qualification:

  • 4-7 years experience in finance or accounting function; Manufacturing operations environment preferred

  • 2-5 years experience with monthly reporting metrics, data analysis & data manipulation

  • Ability to work with, consolidate and present large amounts of data

  • Advanced level skills with Microsoft Office especially Excel

  • Advanced level skills with SAP and Business Intelligence knowledge preferred

  • Proven capability to communicate professionally in written and verbal format

  • Proven capability to work effectively with all levels of the organization

  • Demonstrated ability to effectively interface with customers (internal and external) required

  • HVAC industry knowledge a plus

Education:

The ideal candidate will possess an Accounting or Finance degree with the following years of experience or equivalent field experience:

  • BA/BS degree with 4-7+ years’ experience

  • MA/MS/MBA degree with 2-5+ years’ experience

United Technologies Corporation 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.

Qualification:

  • 4-7 years experience in finance or accounting function; Manufacturing operations environment preferred

  • 2-5 years experience with monthly reporting metrics, data analysis & data manipulation

  • Ability to work with, consolidate and present large amounts of data

  • Advanced level skills with Microsoft Office especially Excel

  • Advanced level skills with SAP and Business Intelligence knowledge preferred

  • Proven capability to communicate professionally in written and verbal format

  • Proven capability to work effectively with all levels of the organization

  • Demonstrated ability to effectively interface with customers (internal and external) required

  • HVAC industry knowledge a plus

United Technologies Corporation 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.