Manager, Financial Planning & Analysis
CopelandAbout the role
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!
Job Description:
Based in our Cudahy, WI location, the FP&A Manager will provide key reporting and analysis to the leadership team. The ideal candidate will be responsible for the overall coordination of the financial analysis, planning, forecasting, and reporting needs of the Industrial business. You will interact across multiple functions within the business to communicate the monthly planning process, and collect, compile, and analyze inputs for key Copeland reporting requirements, such as Quarterly Commitment Report, Annual Operating Plan, Long Range Plan and other internal management reviews of financial results and forecasts.
AS A FINANCIAL PLANNING & ANALYSIS MANAGER, YOU WILL:
Lead the annual budget and long-range planning processes, working with business leaders and department managers to deliver department budgets that meet the overall financial objectives and strategic initiatives of the business
Monitor and report on actual versus budget/forecast variances, providing explanations and actionable recommendations
Deliver monthly reporting packages and presentations for BU leadership, highlighting risks and opportunities
Supports developing and approving capital expenditure plans
Manages and maintains templates and tools for planning and reporting
Partner with cross-functional teams to help drive the company’s value creation initiatives
Maintain a financial model to enable the creation of a global vertical P&L, allocating shared resources and expenses for both actual and forecast
Engage with technical teams and other resources working on data analytics initiatives to identify process improvement opportunities and ensure FP&A requirements are met
Participate in department and/or cross-functional projects and provide other ad-hoc analysis as needed
REQUIRED EDUCATION, EXPERIENCE & SKILLS:
Bachelor’s degree in accounting, Finance, or related field plus eight (8) years of relevant experience, including prior supervisory experience
Advanced Microsoft Excel skills, including use of data downloads, complex formulas, and pivot tables
Proven proficiency with financial analysis and modeling
Must have the ability to meet strict deadlines and balance multiple priorities
Must have strong communication skills and the ability to work effectively with key stakeholders, including senior leadership
Ability to maintain keen attention to detail, multitask and work well with tight or opposing timelines
Natural tendency to be curious, positive and creative teammate who collaborates well with others
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