Lead Financial Systems Analyst

Copeland; Sidney (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

401(k)

Paid parental leave

Vacation and holidays

Job summary

Copeland is seeking a Lead Financial Systems Analyst to serve as a key bridge between Finance and IT, supporting a portfolio of finance systems including ERP platforms and related applications. You will drive enhancements, coordinate upgrades, and support the transition from JD Edwards (JDE) to Oracle, while ensuring SOX controls and data integrity.

The role requires collaboration with cross-functional teams, offshore vendors, and internal stakeholders to deliver scalable system solutions and

Qualifications

• Bachelor's degree in Accounting, Finance, Information Systems, Business, or a related field.
• 5+ years of experience supporting ERP systems, financial applications, or business systems.
• Experience working across Finance and IT to support business processes and technology solutions.
• Experience supporting system enhancements, testing, implementations, and issue resolution.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent communication, stakeholder management, and relationship-building abilities.

Responsibilities

• Serve as a primary business partner between Finance, IT, and business stakeholders for finance-owned systems and applications.
• Support day-to-day operation, maintenance, and continuous improvement of financial systems, including ERP platforms and related applications.
• Partner with stakeholders to identify, prioritize, and implement system enhancements, process improvements, and defect resolution.
• Troubleshoot system and process-related issues and coordinate resolution with internal and external support teams.
• Develop and maintain system documentation, process flows, support procedures, and user guidance materials.

Skills

Analytical skills

Stakeholder management

Communication

Problem-solving

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance/IS/Business

Tools

JD Edwards (JDE)

Oracle ERP

Job description

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.

Job Description:

The Lead Financial Systems Analyst serves as a key business partner supporting finance-owned systems and applications. This role works closely with Finance, IT, business stakeholders, and external vendors to support system operations, drive continuous improvement, and coordinate technology-related initiatives. This position acts as a bridge between Finance and Information Technology, helping translate business requirements into effective system solutions while ensuring financial applications continue to support evolving business needs. The role will support a portfolio of finance systems, including ERP platforms, workflow applications, banking systems, and other finance-owned technologies. This role will also support ongoing finance transformation initiatives, including the organization's transition of business processes from JD Edwards (JDE) to Oracle.

Financial Systems Partnership & Support

• Serve as a primary business partner between Finance, IT, and business stakeholders for finance-owned systems and applications.
• Support day-to-day operation, maintenance, and continuous improvement of financial systems, including ERP platforms and related applications.
• Partner with stakeholders to identify, prioritize, and implement system enhancements, process improvements, and defect resolution.
• Troubleshoot system and process-related issues and coordinate resolution with internal and external support teams.
• Develop and maintain system documentation, process flows, support procedures, and user guidance materials.

Project & Transformation Support

• Coordinate system implementations, upgrades, enhancements, and integrations.
• Gather and document business requirements and assist in developing functional solutions.
• Support testing activities, including user acceptance testing and post-implementation stabilization.
• Assist with change management, training, and communication activities related to system initiatives.
• Support finance transformation efforts, including ERP migration and process modernization projects.

Stakeholder Management

• Build strong working relationships across Finance, IT, Shared Services, and business functions.
• Facilitate communication between business users and technical teams to ensure successful delivery of system solutions.
• Assist in prioritizing support requests, enhancement opportunities, and project activities.
• Coordinate activities with offshore resources, vendors, and support partners as needed.

Governance & Compliance

• Support SOX controls, user access reviews, audit requests, and change management processes.
• Promote strong governance, data integrity, and system security practices.
• Maintain documentation supporting compliance, controls, and operational procedures.

Qualifications

• Required Bachelor's degree in Accounting, Finance, Information Systems, Business, or a related field.
• 5+ years of experience supporting ERP systems, financial applications, or business systems.
• Experience working across Finance and IT organizations to support business processes and technology solutions.
• Experience supporting system enhancements, testing, implementations, and issue resolution activities.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent communication, stakeholder management, and relationship-building abilities.
• Ability to manage multiple priorities and work independently within a cross-functional environment.
• Preferred Experience supporting JD Edwards (JDE), Oracle ERP, or similar enterprise systems.
• Experience in a business systems analyst, functional analyst, super-user, or ERP support role.
• Manufacturing, shared services, accounting, or finance process experience.
• Knowledge of SOX controls and audit support processes.
• Experience supporting ERP migrations, finance transformation initiatives, or large-scale system implementations.
• Experience coordinating offshore resources and external vendors.
• Spanish language proficiency.

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.

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.

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: [e-mail]

Company Overview

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.