Senior Finance Analyst
About The Position
The Thermo King Senior Finance Analyst, Investment & Capital is a significant role in the Americas Financial Planning & Analysis organization. The position manages the integrity of the full investment project portfolio, including financial planning, forecasting, management reporting and analysis, and support for investment project business cases and portfolio prioritization. The portfolio includes investment projects across all functions within the TK Americas SBU that meet the requirements for entry into the capital management investment project tool. The successful candidate brings authentic leadership, cross-functional partnership, strong business acumen, analytical excellence, and a strong work ethic in a fast-paced environment. The role calls for a business- and growth-minded, self-motivated professional committed to continuous improvement of investment processes. The work arrangement is onsite Monday through Thursday, with the employee choosing their work location on Fridays based on work requirements.
Requirements
- Four-year degree in accounting or finance.
- 3–5 years of experience within the Finance function of a publicly held global corporation.
- Ability to build relationships and instill confidence and trust with executive management and external stakeholders.
- Ability to assess and implement process improvements and drive change, efficiency, and standardization of finance processes.
- Strong knowledge of financial statements and U.S. GAAP aspects related to consolidation of financial statements.
- Strong analytical, accounting, and reporting tool and system skills, including Tableau, HFM, Oracle, and Excel.
- Technical skills in accounting, finance, and related areas, and experience with accounting cycles such as AOP, LRP, and standards setting.
Nice To Haves
- MBA and/or CPA.
Responsibilities
- Partner with the Executive PGT (Engineering, Product Management, and Integrated Supply Chain) and other SBU functions to develop and execute the TK Investments Strategy.
- Develop investment forecasts (LRP/AOP/FCST) covering both expense and capital investments, and facilitate cross-functional sessions to prioritize investments in alignment with TK Americas strategic pillars and forecast targets.
- Use the capital management system to establish standard processes and definitions for adding to and maintaining an investment project portfolio that accurately forecasts and measures project costs and benefits.
- Design, maintain, and continuously improve systems and processes.
- Lead and facilitate the monthly TK Americas Investment Review Board, including setting the presentation calendar, educating presenters on standard work, reviewing business cases and project lookbacks in advance, and previewing the presentation with the VP of Finance.
- Serve as the SBU subject matter expert and resource for business case standard work, including holding education sessions on business case standards and the capital management system.
- Drive accountability for execution on time and on budget and for achieving planned return on investment.
- Connect investment portfolio prioritization and execution to TK Americas strategic pillars and long-term goals for growth, cash flow, and Cash Return on Invested Capital (CROIC).
- Prepare monthly and quarterly business unit reports and presentations, including B&O, QBR, and MORs, highlighting progress toward AOP investment targets.
- Partner with functional organizations such as RTR, Procurement, and Compliance to ensure accurate financial reporting and effective internal controls in accordance with GAAP, FICAP, Sarbanes, and internal control standards.
Benefits
- Health insurance and holistic wellness programs with incentives, beginning on day one for the employee and family.
- Fertility coverage and adoption/surrogacy assistance.
- Up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
- 401(k) match.
- Educational and training opportunities through company programs.
- Tuition assistance and student debt support.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
