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Financial Planning & Analysis Co-Op

Company: Carrier
Location: Beverly
Posted on: November 26, 2022

Job Description:

Built on Willis Carrier's invention of modern air conditioning in 1902, Carrier 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. We constantly build upon our history of proven innovation with new products and services that improve global comfort and efficiency. Today, Carrier needs your talent to build upon this legacy and create solutions that matter for people and our planet!

As a member of the Financial Planning and Analysis Group, the FP&A Co-Op will be directly involved in providing critical reporting & analysis primarily related to sales, product line margins, freight, and other ad hoc requests. This position provides for business unit level experience with exposure to all functional areas of our Sensitech organization. The responsibilities are laid out in more detail below:


Gather shipment and order data daily, and update projection of current month sales. Assess the validity of the projection model.

At each month-end review data submissions from reporting groups to ensure the quality of data and then update the database. Prepare and distribute reports on sales by region, customer segment, and product.


Gather unit volume, revenue, and cost data from multiple sources. Update spreadsheets. Review reports to assess the quality of information and to identify significant changes in trends and expectations.

The analysis looks at multiple levels - consolidated and select sub-units.


Gather raw data. Assess the quality of data, correct it as necessary, and update the database.

Generate reports, review and report significant findings.

Provide additional analysis as requested.


Gather data, update databases, produce reports, identify any significant differences with expectations, and distribute reports.

The frequency varies from weekly to monthly.

Subject matter: product sales and costs, payroll components, collections from customers, foreign exchange (FX)


Improve the efficiency of reporting processes. Look for opportunities to automate tasks.

Address ad hoc requests.


US Citizen or Permanent Resident

COVID-19 vaccines will be required for all newly hired Carrier U.S. Salaried employees

Proficiency in Microsoft Office applications

Strong organizational, analytical, and problem-solving skills

Self-driven and proactive

Ability to manage multiple tasks and priorities

Ability to communicate effectively at all levels

Team player and willing to collaborate with others on projects


Must be currently pursuing a Bachelor's or Master's degree program, majoring in Finance, or related field of study

GPA must be greater than or equal to 3.0 GPA

Relevant coursework or previous internships preferred

Carrier 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.

COVID-19 vaccines will be required for all newly hired Carrier U.S. Salaried employees.

Keywords: Carrier, Boston , Financial Planning & Analysis Co-Op, Accounting, Auditing , Beverly, Massachusetts

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