GBS RTR Regional Manager, Americas

Copeland; Monterrey; Hybrid; MXN 1,800,000 - 2,400,000; Full time

Job summary

Copeland is seeking a seasoned GBS RTR Regional Manager for the Americas, based in Monterrey, Mexico. The role leads RTR operations across the region, partnering with Finance leadership to ensure accurate, timely, and compliant close and reporting.

You will guide a multi-entity team, drive standardization and continuous improvement, and support automation initiatives within a global business services framework. Hybrid work with in-office collaboration is required.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting and finance experience.
• 5+ years of people leadership experience.
• Strong knowledge of RTR processes including GL, journal entries, fixed assets, intercompany accounting, reconciliations, reporting and close management.

Responsibilities

• Lead end-to-end RTR processes for the Americas region.
• Ensure timely month-, quarter-, and year-end close activities.
• Monitor SLAs, KPIs and performance metrics.
• Review and approve key journal entries and reconciliations.
• Ensure policy and SOX compliance where applicable.
• Drive issue resolution and escalation management for close activities.
• Lead and develop a high-performing RTR organization.
• Foster accountability, collaboration, and continuous learning.

Skills

General Ledger

Journal Entries

Fixed Assets

Intercompany Accounting

Balance Sheet Recs

Financial Reporting

Close Management

Education

Bachelor's degree in Accounting/Finance

Tools

Oracle

HFM

Job description

Hybrid

Monterrey, Mexico

Full time

JR119064

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!

GBS RTR Regional Manager, Americas

Position Summary

The Americas RTR Manager is responsible for leading the Record-to-Report (RTR) operations across the America region within Copeland's Global Business Services organization. The role is accountable for ensuring accurate, timely, and compliant financial close and reporting processes while driving operational excellence, standardization, continuous improvement, and stakeholder satisfaction.

The position leads a team of RTR professionals supporting multiple business units and legal entities across the region and partners closely with Business Unit Finance, Enterprise Finance, etc.

Key Responsibilities

Service Delivery & Operations

• Lead end-to-end RTR processes for the America region.
• Ensure timely and accurate month-end, quarter-end, and year-end close activities.
• Monitor and manage service level agreements (SLAs), KPIs, and operational performance metrics.
• Review and approve critical journal entries, balance sheet reconciliations, and reporting deliverables.
• Ensure compliance with accounting policies, internal controls, SOX controls ( when applicable ).
• Drive issue resolution and escalation management for critical close activities.

Team Leadership

• Lead, coach, and develop a high-performing RTR organization.
• Establish clear performance expectations and development plans for team members.
• Foster a culture of accountability, collaboration, inclusion, and continuous learning.
• Support succession planning and talent development initiatives.
• Promote employee engagement and retention.

Stakeholder Management

• Serve as the primary point of contact for America Finance leadership regarding RTR activities.
• Build strong partnerships with Business Unit Controllers and Finance teams.
• Communicate operational performance, risks, and improvement opportunities to leadership.
• Lead governance meetings and business reviews with key stakeholders.

Continuous Improvement & Transformation

• Identify and implement process improvements that enhance efficiency, quality, and scalability.
• Drive standardization, harmonization, and simplification of RTR processes across the region.
• Support automation and digital transformation initiatives.
• Facilitate transitions, knowledge transfers, and stabilization activities for new scope migrating into GBS.
• Leverage Lean, Six Sigma, or other operational excellence methodologies where applicable.

Governance, Controls & Compliance

• Ensure adherence to corporate accounting policies and procedures.
• Partner with RTR GPO to maintain a strong control environment.
• Support internal and external audits.
• Manage remediation plans for control deficiencies and audit findings.
• Monitor risk areas and implement corrective actions proactively.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting and finance experience.
• 5+ years of people leadership experience.
• Strong knowledge of Record-to-Report processes, including:
• General Ledger
• Journal Entries
• Fixed Assets
• Intercompany Accounting
• Balance Sheet Reconciliations
• Financial Reporting
• Close Management
• Experience supporting multinational organizations and multiple legal entities.
• Advanced English communication skills.
• Experience managing regional or global finance teams.
• Experience leading transitions and transformation projects.
• Experience working in a matrixed, global organization.

Preferred Qualifications

• CPA, CMA, or equivalent professional certification preferred.
• Knowledge of Oracle, HFM or other major ERP platforms and consolidation tools.
• Experience in a Shared Services or GBS environment preferred.
• Continuous Improvement, Lean, or Six Sigma certification.

Key Competencies

• Leadership and Talent Development
• Strategic Thinking
• Stakeholder Management
• Operational Excellence
• Financial Acumen
• Change Management
• Problem Solving
• Decision Making
• Collaboration and Influence
• Customer Focus

Success Measures

• On-time close completion.
• Reconciliation completion and aging metrics.
• SLA and KPI attainment.
• Stakeholder satisfaction scores.
• Employee engagement and retention.
• Productivity and automation improvements.
• Successful transition and stabilization of new processes.

Office First Hybrid Work Arrangements:

This role is hybrid eligible with the requirement to be in office at least three day per week. Colleagues are expected to demonstrate and office first mindset, which is the understanding that teams will collaborate in-person and colleagues should be flexible to adjust their hybrid days based on business needs. You will have an opportunity to work with your teams and leader to determine when you should be in office to drive meaningful connection and to best serve our customers

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.