Trent Roach Email & Phone Number

Switzerland

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Indianapolis, Indiana

• Lead a team of 6 Pricing Analysts covering the Northern US and Latin America, including ~150 distributor partners• Forecast annual price realization, recommend comprehensive pricing actions, and report-out on price realization with key drivers and initiatives

Indianapolis, Indiana Area

• Developed quarterly business review presentations for Senior Management to review performance and long-term strategic initiatives• Analyzed HVAC industry and economic data to identify opportunities for growth and diversification• Evaluated competitor strategies, assessing product portfolio, market share and distribution channel

Phoenix, Arizona Area

• Develop annual plan and monthly forecasts based on estimated demand, projected headcount, project cost savings and other factors• Assist in monthly close process through journal entries and analysis of results• Finance focal for all Capital projects at Phoenix Operations

Charlotte, North Carolina Area

• Forecasted A/P balance of ~$180M by individual PO payment terms and forecasted purchases• Reviewed and managed Central Operations cash flow forecasting and reporting• Lead non-product savings focal for all Central Operations entities

Charlotte, North Carolina

• Coordinate annual financial plan of six plant sites across the globe with over $1 billion of total output• Forecast and manage budget for departments comprised of 135 engineers supporting new products, testing, obsolescence mitigation and manufacturing engineering• Led IT cost reduction project to capture over $600k of annualized savings• Review, approve and track $60 million of capital projects to maximize investment and increase productivity and on-time delivery

Hartford, Connecticut Area

The Financial Leadership Program is an elite two-year rotational program that includes four rotations in various areas of corporate finance across all UTC business units. Associates have the opportunity to broaden finance and accounting knowledge, enhance communication skills, establish a network of professional contacts, and gain in-depth knowledge about UTC's products.Fourth Rotation:UTC Aerospace Systems - Financial Planning & AnalysisThird Rotation:Climate, Controls & Security - Financial Planning & AnalysisSecond Rotation:Pratt & Whitney - Turbine Module Center Operations FinanceFirst Rotation:UTC HQ - Corporate Tax Reporting Group

• Created a company alongside a peer pursuing an entrepreneurial venture reselling sporting goods• Purchased nearly 4,000 sporting goods and outdoors equipment items for 7% of retail • Recovered initial investment in less than six months• Sold entire inventory with sales revenue of over $40,000

Master Of Business Administration - Mba

Bachelor Of Arts, Accounting & Finance

Activities and Societies: Varsity Golf; Delta Mu Delta; Financial Management Association; The Accounting Society; Freshmen Class Mentor