Job Information
Copeland Senior Financial Planning Analyst in Cluj-Napoca, Romania
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 someone looking for a career change, a professional, an undergraduate student exploring your first opportunity, or recent graduate, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!
We are seeking a highly skilled Senior Financial Planning Analyst within our Global Business Services (GBS ).
This role will be responsible for recording, compiling, and analyzing financial information, developing integrated revenue and expense analyses, projections, and reports, managing capital project transactions, monitoring project spending, and measuring financial returns on projects.
This job is based in Cluj-Napoca, Romania. We provide a flexible working schedule with the option of working hybrid .
Key responsibilities of the role:
Analyze 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
Perform financial variance analysis and support detailed interpretations to assist the management team in making informed decisions
Assist in preparing presentation materials for board meetings and investor relations, ensuring clarity, consistency, and relevance of data in all communications
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
Record transactions associated with capital projects to maintain comprehensive records for future reference and analysis
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
Support presentations to Finance leadership on the status of projects to ensure alignment with organizational financial strategies
Observe and track significant funds invested in long-term projects to identify trends and inform future investment decisions
Required qualifications and experience:
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
1 – 5 years of relevant experience in management reporting, capital planning, or financial management
Highly detail-oriented with the ability to work under tight deadlines in a high-volume, fast-paced team environment
Strong analytical and communication skills
Fast learner of technology and coachable
Familiarity with financial software and Oracle
Solid understanding of management reporting and capital planning processes and best practices
Fluency in English and proficiency in at least one additional language (French, German, Italian, Spanish, Romanian, or Czech), both spoken and written.
Preferred qualifications and experience:
Master’s degree in a relevant field or Chartered Accountant designation
Previous experience working in a share service team within a global organization.
About the Location:
Our Cluj‑Napoca office is a key European hub for Copeland, supporting engineering, IT, finance, marketing, and customer operations. Opened in 2024, the modern office is home to more than 240 professionals who contribute to Copeland’s global and European operations. This dynamic environment offers excellent opportunities for career growth, collaboration, and the chance to be part of an innovative, fast‑growing team.
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. We provide employees with flexible time off plans, including parental leav, 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.
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.
Work Authorization
Copeland will only employ those who are legally authorized to work in the Country in which they apply. This is not a position for which sponsorship or work authorization will be provided.
No calls or agency requests please.
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.