Senior Manager - Global Capital Planning

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 professional looking for an opportunity to grow, Copeland has an exciting opportunity for you! Based in our St. Louis, MO location, the Senior Manager of global Capital Planning will collaborate with the finance and operations teams at all levels of the company to drive value across the business units.  If you are a highly collaborative leader with excellent communication skills, you will lead the transition to a center-led capital planning function and manage global capital spending control.  If you have experience with change management, are highly analytical, and possess strong business acumen, you will put those skills to use in a fast-paced, growing, and changing organization.  Your duties and responsibilities will be completed under the general guidance of the Senior Director of Finance Operations (SDFO).

AS SENIOR MANAGER, GLOBAL CAPITAL PLANNING, YOU WILL:

• Identify and drive value across the enterprise by working closely with the SDFO and Business Unit Finance & Operations teams.
• Show strong passion and a sense of urgency about reaching capital planning targets.  Manage the tracking of capital projects and collaborate with Business Unit teams to provide analyses and drive delivery of capital planning metrics in the annual operating plan and report performance to executive leadership.
• Serve as a Business Unit partner in the development of capital plans.  Manage the planning, analysis and consolidation process for Business Unit capital planning and provide analyses as required by management.
• Engage in various financial analyses to drive IRR and improvement on ROIC metrics (i.e., capital, NPD, lease/buy, etc.) and value creation levers, including pricing, network optimization, asset utilization and acquisition/divestitures. 
• Oversee the process to evaluate capital investment requests including coordination with project owners on resolution of questions and issues, review of financial calculations, and overall workflow management.
• Improve and evolve systems and improve the short-term and long-term forecasting and reporting processes for capital planning and analysis.
• Drive the development of process and report standardization across all Business Units to drive best-in-class capital planning practices.  Work with the accounting team to develop methods to ensure the correct recording and reporting of project-related transactions.
• Maintain ongoing and fluid communication with the SDFO, operations finance, and accounting team, regarding ongoing BU capital planning performance, planning/forecasting assumptions, and accounting matters.
• Supervise the preparation of monthly, quarterly, annual, and ad-hoc capital reporting and provide analysis that assists in developing capital planning metrics.  Prepare financial analyses and studies as required to support the decision-making of senior management.
• Manage preparing presentations and reporting to communicate capital planning results to the executive leadership team and Board of Directors as applicable.
• Promote compliance with US GAAP, keep abreast of changes in accounting and auditing standards and serve as a liaison with auditors enabling successful completion of all audits.
• Promote a culture of high performance, development, and continuous improvement that values accountability, learning, and a commitment to quality.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

• Bachelor's degree in Finance, Accounting, or related field.
• Minimum of ten (10) years of progressive-related Finance experience.
• Strong verbal and written communication skills and professional presentation skills.
• Expert level Excel and PowerPoint skills; experience with Oracle or oth