Senior Manager - Global Capital Planning

Copeland; St. Louis (MO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Manager for Global Capital Planning. This role focuses on enhancing capital planning processes and driving value across business units. You will collaborate with finance and operations teams to manage capital spending control, oversee financial analyses, and ensure compliance with US GAAP. If you are a motivated leader with a passion for finance and sustainability, this position offers a unique opportunity to impact the company's strategic direction while working in a vibrant and historic city known for its rich culture and community spirit.

Qualifications

• 5-10 years of progressive Finance experience required.
• Expert level Excel and PowerPoint skills are essential.
• Strong communication and collaboration skills needed.

Responsibilities

• Drive value across the enterprise by collaborating with finance teams.
• Manage capital planning metrics and reporting to leadership.
• Oversee capital investment requests and financial analyses.

Skills

Communication Skills

Excel

PowerPoint

Collaboration

Finance Experience

Education

Bachelor's degree in Finance

CPA/CMA/MBA or Master's degree

Tools

Oracle

Job description

Senior Manager - Global Capital Planning

Apply remote type Hybrid locations St. Louis, MO, USA time type Full time posted on Posted 9 Days Ago job requisition id JR106796

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.

If you are a FINANCE professional looking for an opportunity to grow, Copeland has an exciting opportunity for you! Based in our St. Louis, MO location, the Senior Manager of Global Capital Planning will collaborate with the finance and operations teams at all levels of the company to drive value across the business units. If you are a highly collaborative leader with excellent communication skills, you will lead the transition to a center-led capital planning function and manage global capital spending control. Your duties and responsibilities will be completed under the general guidance of the Senior Director of Finance Operations (SDFO).

AS SENIOR MANAGER, GLOBAL CAPITAL PLANNING, YOU WILL:

• Identify and drive value across the enterprise by working closely with the SDFO and Business Unit Finance & Operations teams.
• Show strong passion and a sense of urgency about reaching capital planning targets. Manage the tracking of capital projects and collaborate with Business Unit teams to provide analyses and drive delivery of capital planning metrics in the annual operating plan and report performance to executive leadership.
• Serve as a Business Unit partner in the development of capital plans. Manage the planning, analysis, and consolidation process for Business Unit capital planning and provide analyses as required by management.
• Engage in various financial analyses to drive IRR and improvement on ROIC metrics (i.e., capital, NPD, lease/buy, etc.) and value creation levers, including pricing, network optimization, asset utilization, and acquisition/divestitures.
• Oversee the process to evaluate capital investment requests including coordination with project owners on resolution of questions and issues, review of financial calculations, and overall workflow management.
• Improve and evolve systems and improve the short-term and long-term forecasting and reporting processes for capital planning and analysis.
• Drive the development of process and report standardization across all Business Units to drive best-in-class capital planning practices. Work with the accounting team to develop methods to ensure the correct recording and reporting of project-related transactions.
• Maintain ongoing and fluid communication with the SDFO, operations finance, and accounting team, regarding ongoing BU capital planning performance, planning/forecasting assumptions, and accounting matters.
• Supervise the preparation of monthly, quarterly, annual, and ad-hoc capital reporting and provide analysis that assists in developing capital planning metrics. Prepare financial analyses and studies as required to support the decision-making of senior management.
• Manage preparing presentations and reporting to communicate capital planning results to the executive leadership team and Board of Directors as applicable.
• Promote compliance with US GAAP, keep abreast of changes in accounting and auditing standards and serve as a liaison with auditors enabling successful completion of all audits.
• Promote a culture of high performance, development, and continuous improvement that values accountability, learning, and a commitment to quality.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

• Bachelor's degree in Finance, Accounting, or related field.
• CPA/CMA/MBA or Masters level degree.
• 5-10 years of progressive-related Finance experience.
• Strong verbal and written communication skills and professional presentation skills.
• Expert level Excel and PowerPoint skills; experience with Oracle or other operational/financial systems.
• Ability to collaborate effectively with various levels and geographic areas of the organization.
• Self-motivated with the ability to work independently and on a team.
• Finance experience related to Enterprise capital planning.
• Legal authorization to work in the United States – Sponsorship will not be provided for this role.

PREFERRED EDUCATION, EXPERIENCE, & SKILLS:

• Finance experience related to Enterprise change management.
• Oracle fixed assets and project accounting experience.
• Experience with systems or applications implementations.

Collaboration First Hybrid Work Arrangements:

This role is hybrid eligible with the requirement to be in office at least three days per week. Colleagues are expected to demonstrate a collaboration-first mindset, which is the understanding that teams will work together in-person and colleagues should be flexible to adjust their hybrid days based on business needs.

Why Work in St. Louis, Missouri
Our facility is located in St. Louis, famous for its Gateway Arch standing at 630 feet tall. St. Louis is a family-friendly, historic metropolitan area with a low cost of living and first-class schools. The city offers excellent restaurants, shopping areas, art galleries, and numerous festivals throughout the year, making this an exciting place to live and work.

About Our Location
Our location is the host of Copeland’s corporate headquarters. Our products have become household names that support the comfort and well-being of our customers. The employees at this location provide support to the various businesses within the platform, allowing for many networking opportunities across businesses.

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.

Our Commitment to Diversity, Equity & Inclusion

At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives, and expertise.

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.

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.