Manager, Financial Planning & Analysis

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! 

If you are a Finance/Accounting professional looking for an opportunity to grow, Copeland has an exciting opportunity for you! Based in our Sidney, Ohio location, you will provide financial guidance and support to leaders and employees within the Copeland organization (IT, Finance, Marketing, Research, Procurement, Advanced Manufacturing Engineering, etc.). Your duties and responsibilities will be completed under the general guidance of the Director of Financial Planning & Analysis (FP&A) for Copeland. You will exercise independent judgment and decision-making within the scope of this job.

AS A FINANCIAL PLANNING & ANALYSIS MANAGER, YOU WILL:

• Provide analysis and assist with the development of Annual Operating Plan, Long Range Plan, Quarterly and Monthly meetings.
• Collaborate with various groups to manage our Selling, General & Administrative (SG&A) expenses to provide analytical tools, reduce spend, and improve margins.
• Prepare working capital forecasts and provide management with analysis and insight into drivers of variances versus expectations, including customer, vendor, and site level detail.
• Provide detailed analysis and forecasting of balance sheet accounts and cash flow for key monthly, quarterly and long-range planning processes.
• Research the drivers behind fluctuations in the profit margins and balance sheet metrics to improve financial performance.
• Work with Engineering and other technical teams to plan and execute capital spending programs, including economic evaluation and business case rationale for proposed investments.
• Collaborate with Sales functional leadership to monitor progress against annual sales incentive targets, ensuring accurate accrual and payment of bonuses.
• Participate in department and cross-functional projects and provide other ad-hoc analysis as needed.
• Engage with the FP&A Team to implement process improvements.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

• Bachelor's degree in Accounting, Finance, Business Administration, or related field plus 5 years of relevant experience
• The candidate should possess knowledge of Generally Accepted Accounting Principles
• Intermediate to Advanced Excell Skills – linked spreadsheets, data downloads, complex formulas, pivot tables
• Strong analytical and communication skills
• Ability to work effectively with various levels of the organization to meet strict deadlines.
• Self-motivated with the ability to work independently and on a team.
• Legal authorization to work in the United States – Sponsorship will not be provided for this role.

PREFERRED EDUCATION, EXPERIENCE, & SKILLS:

• Knowledge of Hyperion Financial Management software
• Prior experience with Oracle Applications
• Familiarity with data analytics tools (Sigma, Power BI, Power Query, Domo, Tableau or similar applications)
• CPA and/or CMA certification(s)
• Knowledge of HVACR Industry

Flexible Work Schedule - Remote Work Option and Core Hours:

This role has the flexibility of a remote work option up to three days a week and a core hour schedule. You can choose to flex your start and stop times given you are working during the core hours of 9:00am - 3:00pm. Our teams work together to ensure our chosen work schedules enable our creativity and productivity as we serve the needs of our customers.

Benefits

Copeland places a high value on ensuring that employees have a good work-life balance. We provide access to a competitive benefits package, including the following: medical insurance, dental and vision coverage, 401k participation with a competi