Job Information
Copeland Manager, Financial Planning & Analysis in Saint Louis, Missouri
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 competitive immediate match, fitness center, parental leave, and an online wellness rewards program. Immediate vacation and holiday leave are available. Employee resource groups, including a very active Diversity and Inclusion committee, ensure that the Copeland values are incorporated into everyday employee life.
Why Work in the Greater Miami Valley Area
Our facility is located in Sidney, OH (https://www.sidneyoh.com/31/Visitors) , conveniently located within driving distance to several larger cities, such as Dayton (https://www.daytonlocal.com/events.asp) , Troy (http://www.troyohio.gov/) , and Columbus (https://www.experiencecolumbus.com/events/) . The area’s generally low costs of living, excellent school systems, and low crime rates create a family-friendly environment. The area is home to several growing communities with restaurants, festivals, shopping, and arts scenes that make them exciting places to live and work.
About our Location
The newly renovated Sidney campus has 1M square feet of manufacturing floor with an additional 120k square feet of leading-edge lab facilities. This location is the headquarters for the HVACR Americas business unit. Through our 30 years of scroll compressor expertise, our products help bring comfort and convenience to commercial, industrial, and residential spaces. Approximately 1600 employees work in Sidney, who all support a multitude of business functions. With the blend of businesses and functions represented under this one roof, there are many opportunities for advancement within the Sidney location.
Our Commitment to Our People
Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.
Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.
Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.
Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!
Our Commitment to Diversity, Equity & Inclusion
At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives and expertise. Ultimately, our diverse and inclusive culture is the key to driving industry-leading innovation, better serving our customers and making a positive impact in the communities where we live.
Work Authorization
Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Equal Opportunity Employer
Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: copeland.careers@copeland.com
With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.