Manager, Financial Planning & Analysis

Copeland•Cudahy, WI

2d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Masters of Business Administration, CPA and/or CMA certification(s)
Experience working in the industrial compression solutions industry
Experience working with Oracle ERP
Experience working with Hyperion Financial Management EPM software
Experience working with Sigma business intelligence tools

Responsibilities

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