Sr Financial Planning

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.  

We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations. 

We are looking for your talent, join our team and start your journey today 

Sr Financial Planning & AnalysisAbout Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.  

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today 

Role and Responsibilities

We are seeking a highly skilled FP&A Senior Analyst within our Global Business Services (GBS). This role will be responsible for overseeing operations of a small team within the Financial Planning & Analysis department, which encompasses recording, compiling, and analyzing financial information, developing integrated revenue and expense analyses, projections, and reports, managing capital project transactions, monitoring project spending, and measuring financial returns on projects. It involves supervising financial planning & analysis team members, ensuring adherence to designed processes and controls.

Accountabilities

• Oversee the daily functions of a team of 2 – 7 within the Financial Planning & Analysis department
• Support the establishment and maintenance of a stringent control environment that aligns with the company's established internal control framework and global policy
• Lead the analysis intricate financial data, extract essential insights, and assess the company's financial performance, including revenues, margins, expenses, and capital expenditures
• Collaborate with various departments to collect relevant financial data, set consistent reporting standards, and ensure a unified understanding of key financial metrics across the organization
• Conduct financial variance analyses and deliver detailed interpretations to assist the management team in making informed decisions
• Prepare presentation materials for board meetings and investor relations, ensuring clarity, consistency, and relevance of data in all communications
• Engage in special projects requiring financial analysis or input, and take on additional reporting responsibilities as needed, showcasing initiative and a willingness to go beyond routine tasks
• Delegate the recording of transactions associated with capital projects to maintain comprehensive records for future reference and analysis
• Evaluate project progress and funds invested to assess alignment with financial goals and project timelines
• Compare actual expenditures to budget to ensure financial discipline and accountability throughout the project lifecycle
• Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions
• Prepare presentations to Finance leadership on the status of projects to ensure alignment with organizational financial strategies
• Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions
• Train, mentor, and assess the performance of Financial Planning & Analysis staff
• Foster and maintain strong relationships with team members and other internal stakeholders

Qualifications and Experience

Essential:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• 4 – 7 years of relevant experience in management reporting, capital planning, or financial management
• Highly detail-oriented with the ability to work under tight deadlines in a high-volume, fast-paced team environment
• Strong leadership and communication skills
• Fast learner of technology and coachable

Preferred:

• Master's degree in a relevant field or Chartered Accountant designation

Technical Skills and Knowledge

Essential:

• Proficiency with Microsoft Office Suite
• Familiarity with Oracle ERP Suite and HFM consolidation tool
• Solid understanding of management reporting and capital planning processes and best practices   

Languages

• Fluency in English and proficiency in Spanish, both spoken and written, is required.
• Portuguese is a plus.

Collaboration First Hybrid Work Arrangements:

This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration first mindset, which is the understanding that teams will work together in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your team and leader to determine when you should be in office to drive meaningful connections and to best serve our customers.

Our Commitment to Our People 

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial. 

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally. 

Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team 

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce.  Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer 

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, or disability. We are committed to providing a workplace free of any discrimination or harassment. 

No calls or agency requests please. 

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