Associate, FP&A

Date Posted:

2026-02-16

Country:

United States of America

Location:

OTCTH: Connecticut Home Offices Remote Location, Remote City, CT, 06032 USA

Otis is hiring! We’re looking for a highly analytical, solutions‑oriented financial planning and analysis Associate, Senior Associate to support financial planning, forecasting, reporting, and process improvement across our global WHQ functions. If you thrive in a fast‑paced environment, enjoy building scalable financial tools, and love improving finance processes, this role is for you. You’ll partner with business leaders, global controllers, and the FPA team to ensure accurate performance tracking and deliver insights that drive smarter, faster decision‑making.

Key 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

Qualifications & skillset

• 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

If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. 

Otis is the world’s leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio.  

You may recognize our products in some of the world’s most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.  

When you join Otis, you become part of an innovative global industry leader with a resilient business model. You’ll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you’ll gain working alongside the best and brightest, keep us connected and on the cutting edge.  

We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.   

Today, our focus more than ever is on people. As a global, people-powered company, we put people – passengers, customers, and colleagues – at the center of everything we do.  We are guided by our values that we call our Three Absolutes – prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here.  

Become a part of the Otis team and help us #Buildwhatsnext! 

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