Manager, Financial Planning & Analysis

Job Description Based in our Cudahy, WI location, the FP&A Manager will provide key reporting and analysis to the leadership team. The ideal candidate will be responsible for the overall coordination of the financial analysis, planning, forecasting, and reporting needs of the Industrial business. You will interact across multiple functions within the business to communicate the monthly planning process, and collect, compile, and analyze inputs for key Copeland reporting requirements, such as Quarterly Commitment Report, Annual Operating Plan, Long Range Plan and other internal management reviews of financial results and forecasts. Key Responsibilities Lead the annual budget and long‑range planning processes, working with business leaders and department managers to deliver department budgets that meet the overall financial objectives and strategic initiatives of the business. Monitor and report on actual versus budget/forecast variances, providing explanations and actionable recommendations. Deliver monthly reporting packages and presentations for BU leadership, highlighting risks and opportunities. Support developing and approving capital expenditure plans. Manage and maintain templates and tools for planning and reporting. Partner with cross‑functional teams to help drive the company’s value creation initiatives. Maintain a financial model to enable the creation of a global vertical P&L, allocating shared resources and expenses for both actual and forecast. Engage with technical teams and other resources working on data analytics initiatives to identify process improvement opportunities and ensure FP&A requirements are met. Participate in department and/or cross‑functional projects and provide other ad‑hoc analysis as needed. Required Education, Experience & Skills Bachelor’s degree in accounting, Finance, or related field plus eight (8) years of relevant experience, including prior supervisory experience. Advanced Microsoft Excel skills, including use of data downloads, complex formulas, and pivot tables. Proven proficiency with financial analysis and modeling. Must have the ability to meet strict deadlines and balance multiple priorities. Must have strong communication skills and the ability to work effectively with key stakeholders, including senior leadership. Ability to maintain keen attention to detail, multitask and work well with tight or opposing timelines. Natural tendency to be curious, positive and creative teammate who collaborates well with others. Preferred Education, Experience & Skills Masters of Business Administration, CPA and/or CMA certification(s). Experience working in the industrial compression solutions industry. Experience working with Oracle ERP. Experience working with Hyperion Financial Management EPM software. Experience working with Sigma business intelligence tools. Collaboration. 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. You will have an opportunity to work with your team and leader to determine when you should be in the office to drive meaningful connections and to best serve our customers. Benefits 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. 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: View email address on click.appcast.io. #J-18808-Ljbffr