Associate, FP&A
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Job Description
Analytical Associate supporting financial planning and analysis at Otis. Collaborating with leaders, enhancing tools, and improving finance processes across global functions.
Responsibilities:
- Support annual budgeting, quarterly forecasting, and monthly performance analysis across WHQ functions
- Partner with functional budget owners to review results, explain spending drivers, strengthen accountability, and support cost reduction initiatives
- Lead month end reporting by preparing clear, timely performance summaries and communicating key variances, trends, and operational insights
- Build, enhance, and maintain forecasting models, Profit and Loss tracking tools, and reporting templates to improve visibility and streamline planning
- Use strong Excel skills to interpret models, maintain complex reporting tools, and develop new scalable reports that support forecasting and leadership visibility
- Identify process inefficiencies and create scalable solutions that reduce manual effort and improve accuracy across FPA workflows
- Automate recurring reports and develop tools that support global finance partners and increase reporting efficiency
- Deliver clear, actionable financial insights for senior leadership and the Executive Leadership Team
- Use strong PowerPoint skills to turn financial data into compelling, visually clear presentations for leadership
- Partner with global controllers to ensure consistent reporting and profit and loss alignment across entities
- Support ad hoc analysis, special projects, and cross‑functional initiatives to drive continuous improvement within WHQ Finance
- Ad hoc management reporting
Requirements:
- Bachelor’s degree in finance, Accounting, Business, or a related field
- 2 to 3 years of experience in FPA, corporate finance, or another analytical role
- Strong Excel skills, advanced formulas, modeling, automation
- Experience with financial systems such as HFM, Qlik, JDE, Datapoint, or Power BI is a plus
- Exceptional attention to detail, strong organization, and ability to manage multiple priorities
- Effective communicator with the ability to translate data into clear, actionable insights
- Demonstrated initiative, problem‑solving ability, and a continuous improvement mindset
Benefits:
- Opportunities, training, and resources to build leadership and capabilities
- Employee Scholar Program sponsoring colleagues to pursue degrees or certification programs
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