"Alerted.org

Date Posted:

2025-10-27

Country:

United States of America

Location:

OTNCH: North Carolina Home Offices Remote Location, Remote City, NC, 06032 USA

**Job Summary:** This role is responsible for leading key financial planning and analysis (FP&A) processes for World Headquarters (WHQ), including annual planning, forecasting, performance analysis, and global headcount management. The position partners closely with Controllership, HR, and cross-functional teams to ensure accurate consolidation, insightful reporting, and continuous process improvement. The ideal candidate is a strategic thinker with strong analytical skills, a collaborative mindset, and a passion for operational excellence.

Key Responsibilities:

+ **Annual Planning Process:** Lead and manage the annual planning process, offering guidance and support to WHQ FP&A teams and WHQ business functions to ensure seamless execution.

+ **Global Headcount Support:** Manage global employee headcount reporting and forecasting, partnering with HR and regional teams to ensure accurate workforce planning and alignment with financial targets.

+ **Management Fee:** Own the end-to-end global management fee calculation and allocation process, ensuring transparency, accuracy, and alignment with internal policies and intercompany agreements.

+ **Budget Management:** Manage /Over look all WHQ departmental budget

+ **FP&A Process Improvement:** Drive global FP&A process improvement initiatives, including developing a robust business planning platform to enhance operations.

+ **Financial Close & Forecasting:** Lead the monthly financial close and forecast processes, ensuring accuracy, timeliness, and alignment with corporate timelines.

+ **Performance Analysis for WHQ Departments:** Drive operational and financial performance insights through variance analysis, reporting, and commentary.

+ **Cross-Functional Partnership:** Partner with business units and corporate teams to support strategic planning, budgeting, and decision-making.

+ **Consolidation & Collaboration:** Collaborate closely with Controllership and all departments to ensure accurate consolidation of financial results and alignment on key assumptions.

+ **Executive Reporting:** Support executive-level reporting and presentations by translating complex financial data into clear, actionable insights.

+ **Ad Hoc Analysis & Projects:** Manage ad hoc analysis and special projects to support evolving business needs and leadership priorities. Support remaining Uplift Initiatives and new Blackline system needs.

Education:

+ Bachelor’s degree in accounting, finance or related field

+ Master of Business Administration (MBA) preferred

Experience:

+ 7-10 years of relevant experience in a similar environment or in a planning/consultant role

Qualifications:

+ **Organizational and Analytical Skills:** Demonstrated superior organizational and analytical abilities to manage and optimize processes effectively.

+ **Communication Skills:** Strong interpersonal, verbal, and written communication skills, including proficiency in delivering engaging presentations.

+ **Technical Proficiency:** Deep knowledge of Microsoft Office suite, especially Word, Excel, and PowerPoint, to support complex data analysis and presentation.

+ **Attention to Detail:** Meticulous attention to detail to ensure accuracy and quality in all deliverables.

+ **Problem-Solving and Critical-Thinking:** Sharp problem-solving and critical-thinking skills to adapt and enhance existing methods, driving continuous improvement.

+ **Collaboration and Independence:** Ability to work both independently and collaboratively within a global, team-oriented environment.

+ **Engagement with Senior Management:** Proven ability to work effectively at all company levels, including regular engagement with senior management to facilitate impactful communication.

+ **Influence and Decision-Making:** Skill in influencing decisions by advocating for new concepts and approaches that enhance business processes.

+ **Complex Problem Addressing:** Capability to address complex issues with solutions that consider operational processes, revenue generation, and human capital management.

+ **Geographic Knowledge:** This role does not require extensive knowledge of cultural or regulatory landscapes.

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 billion people every day and maintain approximately 2.2 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 69,000 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 (https://www.otis.com/en/us/our-company/esg) .

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

_Otis is An Equal Opportunity 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 protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at [email protected]._

Privacy Policy and Terms:

Click on this link (https://www.otis.com/corporate/privacy-policy/Job-Applicant/) to read the Policy and Terms

We go to great lengths to hire and develop the best people, and offer a supportive environment where employees are motivated and empowered to perform at their full potential. Today, we continue pushing the boundaries of what's possible to thrive in a taller, faster, smarter world.