Senior Financial Analyst

Copeland

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting with 4+ years relevant experience.
  • Strong knowledge of Generally Accepted Accounting Principles (GAAP) and cost accounting practices.
  • Proficiency in Microsoft Excel including complex formulas and data manipulations.
  • Ability to meet strict deadlines and manage multiple priorities.
  • Strong analytical and communication skills.
  • Ability to work effectively in teams and independently.
  • Authorization to work in the U.S. without sponsorship.

Responsibilities

  • Create and enter manual journal entries and prepare reconciliations for month-end close.
  • Coordinate monthly billings related to centralized charges with legal entities.
  • Analyze various general ledger accounts to resolve issues and improve processes.
  • Prepare monthly, quarterly, and annual reports for company and government compliance.
  • Support internal and external auditors during their field work.
  • Participate in department and cross-functional projects, providing ad-hoc analysis as needed.
  • Engage with technical teams on Oracle and process improvement initiatives.

Benefits

  • Flexible work schedule with remote work option up to two days a week.
  • Medical insurance plans including dental and vision coverage.
  • 401(k) retirement plan.
  • Flexible time off plans, including paid parental leave and holiday leave.
Full Job Description
Job Description

If you are a Finance Professional looking for an opportunity, we have an opportunity for you. Based in our Sidney, OH location, you will support the accurate and timely preparation and reporting financial information to leadership teams. This position will be key in completing reconciliations, analysis of general ledger accounts, monthly journal entries and needed financial reports.

AS SR. FINANCIAL ANALYST, YOU WILL:

  • Create and enter manual journal entries and prepare reconciliations for month end close and maintain supporting workpapers and analyses.
  • Coordinate monthly billings related to centralized charges and work with company legal entities to ensure proper recording of such charges.
  • Perform account analysis of various general ledger accounts. Identify and resolve issues and implement process improvements.
  • Prepare monthly, quarterly, and annual reports to meet Company and Government reporting requirements.
  • Support field work of internal and external auditors.
  • Participate in department and/or cross-functional projects and provide other ad-hoc analysis as needed.
  • Engage with technical teams and other resources working on Oracle and process improvement initiatives to identify and implement process improvement opportunities.


Flexible Work Schedule - Remote Work Option and Core Hours:

This role has the flexibility of a remote work option up to two days a week. Our teams work together to ensure our chosen work schedules enable our creativity and productivity as we serve the needs of our customers.

REQUIRED EDUCATION, EXPERIENCE, & SKILLS:

  • Bachelor's Degree in Accounting plus four (4) or more years of relevant experience.
  • The candidate should possess strong working knowledge of Generally Accepted Accounting Principles and cost accounting theories and practices.
  • Proficiency in Microsoft Excel skills, including the use of linked spreadsheets, data downloads, complex formulas, and pivot tables.
  • Must have the ability to meet strict deadlines and balance multiple priorities.
  • Must have strong analytical and communication skills.
  • Must be able to work productively in a team and independently.
  • Must be authorized to work in the United States without sponsorship now or in the future.


PREFERRED EDUCATION, EXPERIENCE, & SKILLS:

  • Prior experience with Oracle financial applications
  • Proficiency in Microsoft Office products (Outlook, Word, Power Point) including advanced functions
  • Knowledge of Hyperion Financial Management software
  • Knowledge of OneStream software
  • Familiarity with data analytics tools (Domo, Power BI, Power Query)
  • Advanced Excel Skills
  • Prior public accounting experience
  • CPA and/or CMA certification(s)


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.

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.

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.

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