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!
Senior Financial & Planning Analyst Accountabilities Support the establishment and maintenance of a stringent control environment that aligns with the company's established internal control framework and global policy
Lead the analysis intricate financial data, extract essential insights, and assess the company’s financial performance, including revenues, margins, expenses, and capital expenditures
Collaborate with various departments to collect relevant financial data, set consistent reporting standards, and ensure a unified understanding of key financial metrics across the organization
Conduct financial variance analysis and deliver detailed interpretations to assist the management team in making informed decisions
Engage in special projects requiring financial analysis or input, and take on additional reporting responsibilities as needed, showcasing initiative and a willingness to go beyond routine tasks
Evaluate project progress and funds invested to assess alignment with financial goals and project timelines
Compare actual expenditures to budget to ensure financial discipline and accountability throughout the project lifecycle
Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions




Prepare presentations to Finance leadership on the status of projects to ensure alignment with organizational financial strategies
Determine profitability of completed projects to inform strategic decisions and enhance overall capital planning efforts
Train, mentor, and assess the performance of Financial Planning & Analysis staff
Foster and maintain strong relationships with team members and other internal stakeholders
Automate financial and operational reports using Power Apps, Power Automate, Python, Excel, Power Query and Sigma
Identify manual processes and propose automation/improvement opportunities
Support FP&A; activities such as monthly reporting, forecast, budget tracking and variance analysis
Qualifications and Experience Essential: Bachelor's degree in Finance, Accounting, Business Administration, or a related field
2 - 3 years of relevant experience in Financial Planning and Analysis
Highly detail-oriented with the ability to work under tight deadlines in a high-volume, fast-paced team environment
Strong leadership and communication skills
Preferred: Master's degree in a relevant field or Chartered Accountant designation
Technical Skills and Knowledge Essential: Proficiency with Microsoft Office Suite
Solid understanding of management reporting and capital planning processes and best practices
Advanced proficiency in technological tools with the ability to train team members for automation of work
Preferred: Familiarity with Oracle ERP Suite and HFM consolidation tool
Languages Fluency in English and proficiency in Spanish, both spoken and written, is required
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.
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 integral 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.

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📌 Senior Financial & Planning Analyst (Ejido de la Finca)
🏢 Copeland Corporate De Mexico De C.V.
📍 Ejido de la Finca