Copeland
Climate Technologies
SrFP&AAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr FP&A Analyst at Copeland. Skills: Capital Planning, Management Reporting. Oversee operations of a small team. Record financial information”
Industry & Context.
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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