IDEX Financial Planning & Analysis Mgr. (Greater St. Joseph/Benton Harbor Area) in Benton Harbor, Michigan


2300 Hwy. M-139

Benton Harbor, Michigan, 49022

United States

Business Unit: IDEX

Title: Financial Planning & Analysis Mgr. (Greater St. Joseph/Benton Harbor Area)

Function: Finance



-Financial Planning & Analysis Mgr., Fields Group


-Fluid & Metering Technologies Segment (Viking Pump, Warren Rupp, Gast/JUN-AIR)

-Material Processing Technologies Segment (Fitzpatrick, Matcon, Microfluidics, Quadro)

-Energy Segment (Corken, SAMPI, Toptech Systems)


-Group Vice President of Finance & IT, Fields Group


-The Financial Planning & Analysis Mgr. will be responsible for all financial activities pertaining to budgeting, forecasting and financial analysis of the Income Statement and Working Capital

-This FP&A manager position allows for excellent exposure and growth within the organization; this position will report to the Group Finance VP and will be based out of a Fields Group manufacturing location or IDEX Corporate Offices located in Lake Forest, IL


-This position will ultimately support this vertical’s FP&A strategy to maximize the combined strengths of Viking Pump, Warren Rupp, Gast/JUN-AIR; Fitzpatrick, Matcon, Microfluidics, Quadro; Corken, SAMPI & Toptech Systems ($750M in combined revenue) to provide better solutions, expand margins and generate strong cash flow

-He/she will develop, analyze and interpret statistical and FP&A information in order to appraise operating results in terms of profitability, performance, operational excellence and other criteria that directly reflect the fiscal soundness and operating effectiveness of the business group


-An operational understanding of business units to be able to identify and convey financial risks and opportunities

-Attend Fields Group Quarterly Operating Review meeting and support prep of QOR Corporate meeting

-Participate in training, seminars, and workshops (as deemed necessary)

-Build successful partnerships with corporate finance, Business Unit finance leaders and Business Unit FP&A leaders

-Consolidate and roll up monthly forecasts for the Industrial and Energy groups

-Drive process improvements in planning, budgeting, forecasting, and managerial reporting

-Examine, analyze and interpret financial data to determine trends and gaps within the results

-Monthly Financial Reporting Scorecard

-Participate in the annual 3-year strategic planning and annual operating planning (AOP) processes including establishing assumptions, spreadsheet modeling, consolidation, and analysis and presentation preparation

-Perform other related duties and involvement in special projects when required

-Prepare ad-hoc financial analysis to assist in management decisions

-Weekly monitoring of Orders, Sales, Profit, Working Capital and Cash against targets


-A keen business sense, including a deep understanding of markets, customers and competitors

-A propensity to work collaboratively with virtual teams and processes that transcend international regions

-Ability to analyze the details, but also to be able to step back and “look at the big picture”

-Demonstrates the ability to persuade others to achieve excellence and to foster an environment of openness and teamwork in a supportive manner that facilitates his/her ability to achieve results

-Excellent analytical and forecasting skills and the ability to translate complex situations into information that will support the profitability and growth of the business

-Highly perceptive, forthright individual with high integrity and sound judgment

-Is a strategic thinker/problem solver who can effectively interface with all levels of employees in an international environment

-Maintains an in-depth understanding of accounting principles, practices, procedures, and controls on manual and automated systems, and the ability to exercise independent judgment within established systems and procedures

-Outstanding oral and written communication skills, which includes active listening

-Self-confident in his /her own abilities, who is always available to coach or counsel others



-Bachelor's Degree (preferably in accounting, business, economics, or finance)

-5-10 years of progressive accounting/finance experience; manufacturing experience and previous FP&A experience is a plus

-CPA and/or MBA preferred

-Advanced level of experience with Hyperion

-Self-starter, strong desire for getting results and willingness to learn

-Able to multi-task while being detail-oriented

-Manage multiple projects and meet deadlines under pressure

-Excellent interpersonal and communication/presentation skills

-Must be a team player and willing to step in and help out on projects when necessary

-Available to travel around 20-25% of the time

-Intermediate to advanced proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.)


IDEX Corporation is a leading manufacturer of diversified products in industries ranging across health, science, safety, fire, and fluidics. Operating in 24 countries, IDEX is an innovative and rapidly growing company, focused on delivering excellence through diverse, winning teams. With a strong reputation for providing career growth opportunities, IDEX is a lean, non-bureaucratic and high performing environment. We’re a global provider of applied solutions serving a variety of markets. These include life science and medical technologies, process industry and infrastructure related applications, industrial/municipal fire, and rescue - to name just a few.

IDEX is an equal opportunity employer Minorities/Females/Protected Veterans/Disabled

REQ ID: 2093