Copeland

Climate Technologies

SrFP&AAnalyst

$750–1200k ~AI est. Monterrey, Mexico FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr FP&A Analyst at Copeland. Skills: Capital Planning, Management Reporting. Oversee operations of a small team. Record financial information”

Industry & Context.

Climate Technologies
Problems you'll solve

Financial data analysis; Variance analysis

What They're Looking For.

Must Have

Bachelor's degree in Finance, Accounting, Business Administration, or related field, 4 – 7 years of relevant experience in management reporting, capital planning, or financial management, Leadership and communication skills, Fluency in English and proficiency in Spanish

Nice to Have

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

What You'll Do.

Oversee operations of a small team

Record financial information

Compile financial information

Analyze financial information

Develop integrated revenue analyses

Develop integrated expense analyses

Develop integrated projections

Develop integrated reports

Manage capital project transactions

Monitor project spending

Measure financial returns on projects

Supervise financial planning & analysis team members

Ensure adherence to designed processes

Ensure adherence to controls

Support establishment of control environment

Support maintenance of control environment

Lead analysis of intricate financial data

Extract essential insights

Assess company’s financial performance

Collaborate with various departments to collect financial data

Set consistent reporting standards

Ensure unified understanding of key financial metrics

Conduct financial variance analyses

Deliver detailed interpretations

Prepare presentation materials for board meetings

Prepare presentation materials for investor relations

Engage in special projects requiring financial analysis

Take on additional reporting responsibilities

Delegate recording of transactions for capital projects

Evaluate project progress

Evaluate funds invested

Compare actual expenditures to budget

Observe significant funds invested in long-term projects

Track significant funds invested in long-term projects

Prepare presentations to Finance leadership on project status

Train Financial Planning & Analysis staff

Mentor Financial Planning & Analysis staff

Assess performance of Financial Planning & Analysis staff

Foster relationships with team members

Maintain relationships with team members

Foster relationships with internal stakeholders

Maintain relationships with internal stakeholders

How You'll Work.

Team & Collaboration

With various departments; With team members; With internal stakeholders

Communication Scope

Board presentations; Investor relations presentations

Process & Methodology

Capital planning

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! # 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 · 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

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