Cost Accountant - Sap, Inventory & Margin Analysis

Jabil Inc.; Región Centro; On-site; MXN 600,000 - 900,000; Full time

Job summary

Copeland, onsite in Guadalajara, Mexico, seeks an experienced Cost Accounting Manager to oversee the operation's cost accounting, including standard cost roll up, inventory and reporting, and annual audits. The role collaborates with operations and procurement to review costs and margins, ensuring compliance with US GAAP and Mexican standards.

The candidate should have a public accounting or business degree (Master's preferred), 4–5 years in cost accounting, strong Excel and Power BI skills, and

Qualifications

• Public Accountant and/or Business Administration degree; Master's degree is a plus.
• Minimum 4-5 years of proven experience in Cost Accounting.
• Experience with MEX and US GAAP; ERP/MRP systems (Oracle a plus).
• Strong Excel/Office skills and ability to work under pressure.

Responsibilities

• Lead cost accounting activities for the operation, including standard cost roll up and inventory reporting.
• Maintain labor and overhead rates in MRP systems and reconcile GL accounts.
• Prepare and present costing analyses; review product costing and margins with operations.
• Ensure compliance with EH&S, labor, tax and legal requirements.

Skills

Fluent English

Detail oriented

Analytical skills

Strong organizational skills

Ability to manage multiple projects

Strong initiative

Education

Public Accountant and/or Business Administration degree

Master's degree is a plus

Tools

Oracle ERP

MRP/ERP systems

Power BI

Job description

Onsite
Guadalajara, Mexico
Full time
JR
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.
We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations.
We are looking for your talent, join our team and start your journey today!
Under the Cost Accounting Manager, supports all cost accounting of the operation, including but not limited to the development and maintenance of statistical information used for inclusion in the cost accounting system/ERP, cost allocations of overhead, shared services and other direct costs applicable. Will create queries, and write and distribute weekly, monthly, and annual financial and cost accounting reports, and specific audit requests, internal and external, as needed. A key participant in Annual Phyiscal Inventory, and new product costing analysis.
Responsibilities:

• Manage the administration of the ERP inventory system and cost setups, including coordinating and executing Annual Std Cost Roll Up.
• Maintain accurate labor and overhead rates within MRP systems.
• Scrutinize standard costs and margins regularly.
• Reconcile General Ledger accounts associated with inventory.
• Manage and uphold Cost Accounting documentation for internal, statutory, and regulatory compliance.
• Present clear and concise costing analyses.
• Work alongside operations to review product costing and margins.
• Work with Procurement on regular basis to review material costs, current to future (inflation expected) comparisons.
• OOR templates and linked files, responsible for maintaining and distributing operational reports such as Std Hours, Scrap, Efficiency & Productivity, Sales, Inventory Adjustments, Inventory exhibit and ledger details, manual Entries review and control company lease automobile fleet, among his main responsibilities.
• Monthly inventory review with Materials Manager (Ensures inventory exhibits are completed by Materials and are accurate to the Perpetuals)
• Review monthly Deferred Variation / CAR2 report and journal entry.
• E&O Quarterly Review and Prepare analysis and impact reported by plants.
• Monthly FCST and Actual Sales Records; keeps copy, and make comparisons at a FG level.
• Official Annual Physical Inventory Coordinator for Finance.
• Monthly audit sample in Warehouse to validate cycle counting accuracy.
• Monthly Cycle Counts $500 and Over: Ensure Materials has brought everything to Controller/Finance Manager for review.
• Comply with the company policies, procedures, and external normativity in EH&S, labor, trade compliance, taxes and legal.
• Write and Maintain Finance and Cost Accounting Procedures documentation.
• Able to take over additional assignments as needed.
• Comply and Support with Record Retention.
• Comply and Support with Company Internal and External Compliance (IT, ITC, MEXGAAP, USGAAP).

Authority:
To maintain labor and overhead rates in MRP systems.
To correct labor and overhead rates in MRP systems.
To report and distribute Costing related reports to the operation and company executives as required.
Basic Requirements:

• Public Accountant and/or Business Administration degree. Master's degree a plus.
• Minimum 4-5 years of proven experience in Cost Accounting a MUST.
• Experience with MEX and US GAAP.
• Experience in MRP/ERP Systems (Oracle a plus).
• Basic knowledge of the standards of C-TPAT & OEA.
• Ability to work under stress and pressure situations that require immediate action.
• Proficient and a good level of knowledge in Microsoft Office; Excel, Word, Outlook and PowerPoint, Power BI/Domo.
• Must be detail oriented with strong organizational and analytical skills.
• Strong initiative and ability to manage multiple projects as well as strong follow through skills.
• Driver's license and current visa to travel to the USA.
• Ability to work well with others in fast paced, dynamic environment with tight deadlines.
• Fluent in English.

Desirable Requirements:

• Experience in Financial Analysis desirable.
• Experience in Inventory Analysis desirable.
• Quick and fast response.
• High reliability and proactivity.
• Good decision‑making skills.
• Ability to Plan and Organize in the short and medium term.
• Good Internal and external customer service skills.

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.
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 Inclusion & Belonging
At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.
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, or disability. We are committed to providing a workplace free of any discrimination or harassment.
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.
Role Purpose
Lead the Process team in performing customary, complex and specialized functions in compliance with company standards and policies. Resolve discrepancies and advanced accounting and systems issues. Ensure the continuous improvement of all areas in process scope and compliance with specific Service Level Agreement requirements. Ensure resolution of customer issues. Responsible for transition of hotels into processes / systems. Provide support to team in decision making to decrease the financial risk of the Company.
Key Accountabilities

• Lead team members in assigned process in accordance with Service Level Agreements, completion of assignments, rules, schedules and resolves issues. Monitor team workflow for accuracy, timeliness and completion.
• Responsible for coaching, training, development and performance review of team including operations, specialized transactions and service quality. Develop and maintain current desk resource guide and training manuals.
• Process complex transactions, queries and reports to meet team objectives. Demonstrate expertise in assessing and responding to team transactional, informational and service needs. Communicate with internal and external customers to receive and provide information and assistance. Ensure proper controls are in place for the process team.
• Maintain monitors and resolves issues in the vendor relations. Oversee processing to outside agencies adhering to Company, federal and state regulations. Responsible for reviewing accounts, ensuring completed reconciliation. Approve all manual transactions and exception procedures. Manage accounts assessing potential risks and proactively advises process leader of probable alternatives. Utilize outside sources to gather financial data. Make independent decisions regarding action on accounts.
• Responsible for system administration including updates, testing and new location set-up, change of entity, ownership etc. for assigned process. Analyze discrepancies between system interfaces and acts as the process liaison between the customer and systems support. Other duties as assigned in conjunction with the process teams.
• Coach and develop team members; hire, fire, assess, discipline, document performance, recommend salary and classifications changes. Act as an advisor to subordinate staff to help meet established schedules and/or resolve technical or operational problems.

Functional Complexities and Duties -
Operational and Financial Accounting:

• Prepare monthly hotel and corporate financial statements and ensuring integrity and accuracy are maintained. Prepare and review monthly balance sheet and bank reconciliation and appropriate reconciling journal entries.
• Prepare and review monthly sales tax, GST, VAT or similar tax returns.

Tax specialist: Responsible for the operations and maintenance of the income tax (i.e. FastTax) software system including PS tree maintenance (global), network administration, data downloading and chart of accounts/tcc maintenance. Responsible for the financial data collection and reconciliation process and the input of such data into the tax software system and tax templates. Serve as a liaison with the tax department. Provide complete and accurate tax packs to the tax team. Responsible for tax account reconciliation, including payments, provisions and true-ups. Responsible for completion of income tax provision templates by country and related accounting. Ensure adhesion to foreign withholdings tax policies. Ensure inter-Company license and service agreements are properly accounting for

Provide consultation on improvements to the tax compliance process. Review, make recommendations and implement new methodology, enhancements, techniques and software to improve tax compliance. Responsible for the operations and maintenance of the income tax (i.e. FastTax) software system. Serve as a liaison between the tax team and the I.T. and Systems Teams. Responsible for financial data collection process. Provide completed tax packs to the team. Responsible for federal tax consolidation and state tax unitary/combined reporting processes. Ensure adhesion to foreign withholdings tax policies.

Prepare or review work-papers for internal / external auditors.

Facilitate training and supporting hotel general management / accounting staff.

Responsible for supporting FAM in the processing of Capital planning, budget forecasting and tracking performance against that budget. Ensure Capital expenditures are in accordance with global policies and procedures. Provide Business Case analysis for approving Capital expenditures and for monitoring that process for adhesion to budget and plan. Monitor and report on Capital expenditures including the conversion from an in-process project to a Capital project.

Maintain the financial asset ledgers, the tax ledgers and the reporting of both.

Ensure the appropriate depreciation policies are applied for financial and tax purposes.

Ensure the proper policies and procedure are followed during the asset disposition and retirement process including the analysis of buy vs. lease options and expense vs. capitalizes options. Maintain specialized knowledge of tax and financial accounting for capital assets.

Cash Management:

• Maintain system administration for the treasury workstation. Ensure that transfer of funds occurs within established standards, policies and procedures. Perform cash management accounting and reconciliation. Gather records, reports, results, and statistics from various sources to provide support data and analysis. Maintain the inter-Company loans and notes documentation. Responsible for cash requirement analysis and inter-Company account settlement process. Responsible for opening/closing bank accounts, maintaining bank account database and bank account administration. Analyze and resolve bank transaction problems.
• Summarize data and review completed reports for reasonableness with respect to current trends. Investigate variations from generally expected results.