What will you do:
As a Senior Financial Analyst reporting to the Sr. Finance Manager of SPM Operations, you will be a key contributor to the Capital Excellence Team, supporting strategic capital planning and project execution across the enterprise.
You will be in charge of managing the annual planning, monthly reporting, and coordination of weekly CET review meetings; reviewing all Capital Appropriation Requests (“CARs”) submitted for CET evaluation; support CAR submitters and guide Business Units to ensure consistency and compliance; administer the Planview project management system by providing user support, managing system updates, and delivering training; collaborate with Business Unit Senior Management and cross-functional teams across the enterprise to drive capital planning and execution; reconcile monthly capital spend data and support analysis of actual expenditures with the Fixed Assets team; maintain and update CET and CAR SharePoint sites; identify and implement process improvements to enhance financial operations and reporting accuracy.
How will you do it:
You will apply your analytical and organizational skills to:
- Prepare and analyze weekly CET Capital Appropriation Request (CAR) review meetings by coordinating schedules with reviewers and CET team members.
- Conduct thorough evaluations of CAR business cases submitted by Business Units, ensuring they are complete, accurate, and aligned with Planview and WAVE systems, with well-supported cost and benefit assumptions.
- Guide Business Units through the CAR process to ensure consistency and compliance with established standards.
- Administer the Planview and CAR systems by supporting users, managing system updates with IT, and handling tasks such as troubleshooting, user setup/removal, account unlocking, and training.
- Lead the annual capital planning process by delivering training and aligning with BU FP&A teams on timelines and targets.
- Ensure synchronization between Planview and WAVE by verifying key milestones.
- Reconcile monthly actual capital spend uploads into Planview and collaborate with the Fixed Assets team to analyze expenditures.
- Maintain and update CAR and CET SharePoint sites to ensure accurate and accessible information.
- Calculate and validate monthly cash collection targets for Business Units and support other CMO reporting needs.
- Identify and implement process improvements to enhance the accuracy and efficiency of financial operations across TO Finance and JCI.
- Support additional duties and ad hoc projects as needed.
- Keep CET and Corporate policies current and aligned with governance standards.
What we look for:
Required
- Bachelor's degree in business, accounting, finance, economics, engineering, or related field.
- Work experience preferably in a global organization. Has appropriate business acumen, and the desire to grow in the financial industry.
- Proficiency in MS Office Suite, including Excel (pivot tables, lookups, data analysis), PowerPoint (presentation development), Word (document formatting and editing and Outlook.
- Outstanding presentation, reporting, and communication skills. Attention to detail and accuracy in financial reporting and documentation.
- Strong work ethics and able to quickly adapt to new environment and demands. Comfortable in learning new systems and new ways of thinking and acting.
- The ability to collaborate with teammates with good communication, planning, problem solving and negotiation. Willing to challenge others and be challenged.
- Influences organization, customers, suppliers, partners and peers on the contribution of Transformation Office and Capital Tracking outcomes.
Preferred
- Excellent communication, business writing, critical thinking, problem solving, and coaching skills.
- Power BI, database and SharePoint knowledge is a plus.
- Excellent collaboration, teamwork, negotiation, influence, and relationship-building skills at all levels both internal and external.
- Financial and operational modeling, and data visualization skills is a plus
- Desires to accelerate their career path through a challenging and rewarding experience.
This is a hybrid role that will be located at Monterrey Business Center (MBC) in Monterrey, MX.
JCI is an Equal Opportunity Employer and does not discriminate on the basis of any protected categories.
