Associate Director, FP&A

Job Number: 11871

External Description:

About the role

We are seeking a motivated, analytical, self-starter, Associate Director, FP&A for the North America Residential Solutions HVAC Business to contribute to our continued legacy of financial strength. This role balances leadership skills with analytical and technical skills. The role will have ownership over budgeting, monthly forecasting and closing, annual and long-range planning for the P&L, balance sheet, and cash flow. A critical element of this role is driving strong cross-functional alignment, particularly through active partnership in the Sales, Inventory, and Operations Planning (SIOP) process to synchronize operational demand with financial commitments.

This individual prepares and presents senior leadership and supports various other senior leadership presentations and communications. The role oversees a team of three finance professionals and is responsible for the overall organization of FP&A activities across our $6B+ business. The successful candidate must be comfortable in a high-performing, fast-paced environment and can adapt quickly to producing meaningful outcomes, with integrity and commitment to quality. The successful candidate must embrace and make continuous improvements to maximize the quality of financial reporting and strategic decision making. This role also requires a highly organized individual that will be responsible for providing guidance to both finance and key organizational leaders. You must possess strong analytical and problem-solving skills, with attention to reporting accuracy and detail, and be highly adaptable to a changing environment.

Key Responsibilities

• Financial acumen, effective communication, cross-functional collaboration, leadership, flexibility, proactive nature, persistence, highly organized, detail-oriented, ability to multi-task.

Financial Planning & Analysis (FP&A)

Monthly Consolidation & Reporting

• Lead the consolidation, analysis, and reporting of monthly actuals and forecasting for the $6B+ NARS business unit.

Variance Analysis

• Work closely with NARS sub-businesses to explain monthly and forecasted variances against plan, prior estimates, and prior-year performance.

Strategic & Long-Range Planning

• Lead the development of the annual business and long-range plan in partnership with the Strategy team.

Financial Modeling

• Develop and enhance financial models to improve forecasting accuracy across A/R, A/P, inventory, and general P&L accounts.

Executive Partnership & Decision Support

Leadership Presentation

• Present closing and forecasting results to senior leadership, delivering quality insights to enable informed decision-making.

Executive Reviews

• Prepare and support various senior executive presentation reviews.

Ad Hoc Request Support

• Prepare ad hoc analyses as requested by executive leadership.

Cross-Functional Business Operations & Asset Management

• SIOP Alignment Partner closely with Supply Chain, Operations, and Product Management within the Sales, Inventory, and Operations Planning (SIOP) cycle to align demand and supply forecasts with financial targets and working capital goals.

Working Capital Optimization

• Support the NARS Executive Director in asset management initiatives, specifically driving A/R past-due recovery and inventory reduction actions across the HVAC portfolio.

Leadership & Continuous Improvement

Team Cadence & Guidance

• Provide clear direction to the finance team regarding monthly cadence, deliverables, upcoming events, and key deadlines.

Process Excellence

• Drive an organizational culture focused on continuous improvement and process optimization.

Required Qualifications

• Bachelor Degree
• 5+ years of direct FP&A experience in multi-site manufacturing or HVAC environment.
• 5+ years partnering with 3+ core operational teams (Supply Chain, Operations, Product Management) to align operational metrics with financial targets.
• 5 + years of knowledge of US GAAP, reporting requirements, financial analysis techniques, budgeting/forecasting processes, financial/cost analysis and budgeting/forecasting skills.
• 5 + years of analytical and spreadsheet development experience, along with prior knowledge of financial consolidation systems (HFM preferred) and Excel.

Preferred Qualifications

• Able to work with minimal oversight.
• Organization skills which allow reporting deadlines to be consistently met.
• Strong communication skills, both written and verbal across a wide audience.
• Adaptable, detail-oriented, and works well within a collaborative team.
• Strong business acumen and creative problem-solving skills.

Job Number: 30219715

Community / Marketing Title: Associate Director, FP&A

Location_formattedLocationLong: Indiana, US