IDEX Finance & Accounting

Job Information

IDEX Financial Planning and Analysis Director (Remote) in Northbrook, Illinois

If you’re looking for a special place to build or grow your career, you’ve found it. Whether you’re an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.

With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses ( around the globe, chances are, we have something special for you.

Primary Function:

The FMT Group Financial Planning and Analysis (FP&A) Leader will be responsible for all financial activities pertaining to budgeting, forecasting, financial reporting and analysis of the Income Statement and Working Capital. The Group FP&A Leader position allows for excellent growth and exposure across the organization. This position will report to the FMT Group Finance VP and will be based at either an IDEX manufacturing location, the IDEX Corporate Offices located in the Chicago area or remotely.

Essential Duties and Responsibilities:

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

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

  • Consolidate monthly forecasts and provide support in communicating key drivers to CFO and Corporate finance team

  • Ensure achievement of “green” status on the Monthly Financial Reporting Scorecard

  • Attend FMT Group Quarterly Operating Review meetings and support preparation of the QOR Corporate meeting

  • Attain operational understanding of Business Units to be able to identify and convey financial risks and opportunities

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

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

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

  • Build successful partnerships with Corporate finance, Business Unit finance leaders and Business Unit FP&A leaders

  • Support M&A activities including due diligence, financial modeling and integration when required

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

  • Attend training, seminars and workshops as deemed necessary


  • Bachelor's degree, preferably in Accounting, Business, or Finance

  • 7-10 years of progressive accounting/finance experience; manufacturing experience and previous FP&A experience

  • CPA and/or MBA preferred

  • Advance experience with Hyperion and / or OneStream

  • Self-starter, strong desire of 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 assist on projects when necessary

  • Available to travel up to 20% of the time

  • Intermediate to advance proficiency in Microsoft Office products (Excel, Word, Power Point, etc.)

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

IDEX is an Equal Opportunity Employer and Affirmative Action Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws (Minorities/Females/Protected Veterans/Disabled).

Business Unit: FlowMD

Job Segment: FMT Fluid & Metering Technologies