Steven Popp Email & Phone Number

Palm Beach Gardens, FL, US

Athens, Georgia, United States

Palm Beach Gardens, Florida, United States

Palm Beach Gardens, Florida, United States

• Supported and drove investor outreach initiatives, including but not limited to: attending investment conferences, coordinating and hosting meetings with buy-side institutions, maintaining relationships with over 20.
• Planned and coordinated Carrier’s first Investor Day as a public company; actively contributed to the development of content and messaging, including the company’s medium-term growth algorithm and value creation.
• Created and implemented a shareowner presentation for the Board of Directors. Presentation summarizes 13F filings and highlights top shareowners, buyers, and sellers, as well as target institutions/funds.
• Managed the quarterly earnings release process, including preparation and review of presentations, press releases, and SEC filings (i.e., Forms 10-K, 10-Q, 8-K).

Palm Beach Gardens, Florida, United States

• Led a team of 2 finance staff with responsibility and oversight of all areas of reporting, including but not limited to: Board of Directors and Audit Committee meetings, Investor Relations/Earnings Release preparation.
• Served as the sole Finance representative on Carrier’s Service Council; presented monthly results and other financial updates on ad-hoc basis to SVP, Strategy & Services. Supported launch of BluEdge, Carrier’s.
• Designed and owned automated models that replicate those of the three primary US rating agencies (S&P, Moody’s, and Fitch), enabling scenario planning and evaluating progress on Carrier’s net debt/adjusted EBITDA.
• Supported the C-suite and senior management (Chairman & CEO, SVP & CFO, VP FP&A) with ad-hoc analysis as needed.

Beverly, Massachusetts, United States

• Directed and oversaw all budgeting and reporting processes from an FP&A perspective for the global Sensitech business (~$300M annual revenue), including but not limited to: monthly closing, results analysis/variance.
• Collaborated cross-functionally to resolve critical operational challenges such as tariff mitigation and combating low barriers-to-entry within the market. Key wins included a $2M reduction (over 40% year-over-year.
• Led the Sensitech business to exceed Plan and prior year in all target financial metrics (sales, operating profit, and free cash flow) as well as improvements in other key business areas (e.g. working capital, material.
• Supported both local senior management (including GM & CFO) and Refrigeration HQ with presentations and ad-hoc requests as needed.

Palm Beach Gardens, Florida, United States

• Managed monthly forecast and annual Plan consolidation for global Transicold & Refrigeration business units (~$4B annual revenue). Deep-dive into P&L and balance sheet financials for variance analysis, as well as.
• Led the finance aspect of a 12+ month manufacturing strategy project. Alternative scenarios were designed and evaluated with the goal of generating cost savings via efficiencies within the factories.
• Supported and worked directly with Operations, Strategy, Supply Chain, and Engineering functions for their management reporting and analysis requirements.
• Oversaw competitor benchmarking: analyzed revenue and profit results, market indicators (e.g., size, growth, share), and pricing strategies.

Farmington, Connecticut, United States

• Performed monthly closing, forecast, and annual planning for over $150M annual spend across WHQ Operations departments, including IT, Purchasing, Quality, and EH&S.
• Integrated Otis corporate expenses into HFM application; led to significant process improvements such enhanced data integrity and efficient financial reporting with substantial time savings of 12+ hours per monthly.
• Conducted financial analysis and prepared monthly forecast packages for senior management.

Farmington, Connecticut, United States

Farmington, Connecticut, United States

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Science, Mathematics

Activities and Societies: Varsity Baseball, Stonehill College Student Athlete Advisory Committee, Stonehill Skyhawks Leadership.