Financial Analyst

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 

Basic Requirements:

·       Public Accountant and/or Bachelor is Business Administration or experience in a similar position of 2-3 years

·       Strong knowledge of tax and cost law

·       Handles well MRP/ERP systems (Oracle, SAP

·       Fluent in English (80%

·       Strong use and application of Offic

Desirable Requirements:

·       Analytical, focused, and reads and understands Financial Statements, well versed in Budgeting and forecasting, as well as cost accounting.    

Experience in Budgeting/Forecasting and variance análisis

·       Good Internal and external customer service      

Payroll systems (TRESS and ADP preferred)    

Responsibilities:

Acting Controller/Finance Manager and general supervision of the Finance Department when the Controller/Finance Manager is absent.

Support in preparing the annual budget with in-house staff.

Support the Preparation of the monthly forecast with in-house staff.

Support the Analysis and presentation of the weekly forecast against actual data.

Support Daily updates of the forecast against actual data on key expense accounts.

Support Analysis of monthly and quarterly expense variances: budget versus actual data, operating revenue versus actual data, and year-over-year comparisons.

Support Review and validation of ongoing and proposed cost reductions.

Review and validation of capital expenditure (CAPEX) reports and expense updates.

Support Month-end closing, accruals, and balance reconciliations for specific accounts.

Supports the Controller/Finance Manager in developing and maintaining Internal Control across the Finance, IT, and Customs teams, and in developing Internal Control templates with HR and Materials.

Support Responsible for Department Records Retention.

Supports and prepares Tower Watson's annual accruals (compensation/severance and seniority bonus) according to US GAAP and MEX GAAP.

Supports participates in the treasury process (part of the two-approver process for vendor payments, payroll, taxes, and positive check payments).

Support Monthly dashboard/KPI reporting.

Support General payroll supervision.

Support the verification of annual calculations of Christmas bonuses, profit-sharing, and savings funds.

Support Review monthly accruals of employee profit-sharing, Christmas bonuses, and vacation pay.

Support Personnel reports for the Division (Hours Recorded, Direct Labor, and Average Hourly Rate).

Support Monthly Petty Cash Audit (when applicable)

o Support with internal and external audits (Social Security - IMSS, Government Housing Loans - INFONAVIT, KPMG, PwC, government-directed audits, and Internal Control).

o Comply with the company's policies, procedures, and external regulations regarding EH&S, labor, commercial, tax, and legal compliance.

Authority:

Financial analysis

Monthly accounting and financial closings

Financial analysis of budgets and forecasts

Analysis of variances in income statements

General Valuations

Onsite Work Arrangement:

This role is based fully onsite, and not eligible for hybrid or remote work opportunities.

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.