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Where is the work:
Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.
Job Summary:
The Thermo King Senior Finance Analyst, Investment & Capital is a significant role in the Americas Financial Planning & Analysis organization. The position is responsible for managing the integrity of the full investment project portfolio, including but not limited to, financial planning, forecasting, management reporting and analysis, and support on investment project business cases and portfolio prioritization. The investment portfolio includes all investment projects meeting the requirements to be loaded into our capital management investment project tool, which will span across all functions within the TK Americas SBU. Candidates must have a proven background of authentic leadership, partnering across functions, strong business acumen, analytical excellence, and a strong work ethic in a fast-paced environment. A successful candidate will be business and profit and growth-minded, self-motivated, and have a commitment to continuous improvement around our investment processes.
Responsibilities
Partner with the Executive PGT (Engineering, Product Management, Integrated Supply Chain), as well as all other SBU functions in developing and executing our TK Investments Strategy.
Develop investment forecasts (LRP/AOP/FCST) that include both expense and capital investments. This includes facilitating cross functional working sessions that lead to prioritization aligned to both our TK Americas strategic pillars and forecast targets.
Leverage capital management system to create a standard process and set of definitions for adding to and maintaining a portfolio of investment projects that accurately forecast and measure project costs and benefits. Design, maintain and continuously improve, systems, and processes.
Lead and facilitate the monthly TK Americas Investment Review Board. This includes setting a monthly presentation calendar, educating project presenters on standard work, reviewing project presentations (business case approvals and lookbacks) in advance for feedback, and previewing the IRB presentation with the VP of Finance in advance of the monthly IRB meeting.
Serving as the SBUs subject matter expert and resource around business case standard work. High performance also includes holding education sessions around standards related to business cases, capital management system, etc.
Drives accountability through execution to ensure execution on time, on budget, and achievement of planned return on investment.
High performance in this role is able to connect investment portfolio prioritization and execution to the TK Americas strategic pillars, as well as long term goals on growth, cash flow and Cash Return on Invested Capital (CROIC).
Execute the preparation of monthly/quarterly business unit (BU) reports like B&O, QBR, and MORs presentations that highlight the progression toward achieving our AOP investment targets.
Partner with functional organizations like RTR, Procurement, Compliance, etc to ensure accurate financial reporting and robust/effective internal controls by following GAAP, FICAP, Sarbanes, and standards of internal control.
Qualifications:
Four-year degree…