Copeland

climate technologies

FinancialandPlanningAnalyst

Monterrey, Mexico FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Financial and Planning Analyst at Copeland. Skills: Financial analysis, Management reporting, Capital planning. Record, compile, and analyze financial information. Develop integrated revenue and expense analyses”

What You'll Achieve.

Ensure alignment with financial goals and project timelines; Ensure financial discipline and accountability throughout the project lifecycle; Inform future investment decisions; Ensure alignment with organizational financial strategies

Industry & Context.

climate technologies
Problems you'll solve

Analytical skills; Extract essential insights; Assess the company’s financial performance; Support detailed interpretations to assist the management team in making informed decisions

What They're Looking For.

Must Have

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, 1 – 3 years of relevant experience in management reporting, capital planning, or financial management, Highly detail-oriented, Ability to work under tight deadlines, Fast learner of technology, Coachable, Fluency in English, Proficiency in Spanish

Nice to Have

Master’s degree in a relevant field, Chartered Accountant designation

What You'll Do.

and analyze financial information

Develop integrated revenue and expense analyses

Develop projections and reports

Manage capital project transactions

Monitor project spending

Measure financial returns on projects

Analyze intricate financial data

Extract essential insights

Assess company’s financial performance

Collaborate with departments for financial data

Perform financial variance analysis

Assist in preparing presentation materials

Engage in special projects

Take on additional reporting responsibilities

Record transactions for capital projects

Evaluate project progress and funds invested

Compare actual expenditures to budget

Observe and track funds invested

Support presentations to Finance leadership

How You'll Work.

Team & Collaboration

Collaborate with various departments to collect relevant financial data; Ensure a unified understanding of key financial metrics across the organization; Work with your team and leader to determine when you should be in office; Drive meaningful connections; Best serve our customers; Collaboration first mindset

Communication Scope

Analytical and communication skills; Clarity, consistency, and relevance of data in all communications

Process & Methodology

Manage capital project transactions, Monitor project spending, Measure financial returns on projects, Evaluate project progress and funds invested, Compare actual expenditures to budget, Observe and track significant funds invested in long-term projects

Full Job Description

**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! # Financial and Planning 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. 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 Analyst within our Global Business Services (GBS). This role will be responsible for recording, compiling, and analyzing financial information, developing

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