IDEX Finance & Accounting

Job Information

IDEX Financial Planning & Analysis Manager in Rochester, New York

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 (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you.

Position Summary

The Financial Planning & Analysis (FP&A) Manager is a key member of the Finance organization with responsibility for supporting financial consolidation, and forecasting/budgeting for Pulsafeeder sites at Rochester NY, and Punta Gorda FL. This position will provide support to the Finance & Commercial teams, and report to the Finance Director. The position requires excellent analytical and communication skills as well as knowledge in manufacturing/financial reporting and business operations in a growth-oriented environment. The role will provide ad-hoc financial analyses to support meeting profitability and growth objectives. This position also plays a vital role in supporting the Strategic & Annual Operating Plans development and submittal.

Scope / Supervision & Interaction:

The FP&A Manager reports to the Finance Director and is responsible to compile, summarize and analyze financial reporting data. Directly interacts with Commercial Leaders & Engineering Team to develop new tools 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 organization.

The FPA Manager is a key member and partner to the Commercial Directors to support the business profitability and growth objectives.

Essential Functions

  • Leads the regular financial processes for the business including closing the books, forecasting, planning, reporting, and analysis of results

  • Prepares and consolidates financial statements analyzing results to determine and recommend profit and/or cash flow improvement opportunities

  • Owns Commercial Finance Reporting – Product Line/Customer Profitability (8020)

  • Drives the preparation of the monthly forecast and Quarterly Business Review for all functional areas of the business and related subsidiaries.

  • Oversee backlog, orders, and sales monitoring to assist cross-functional teams in the development of financial analysis to support business objectives

  • Compile financial and operating results and provide financial support to the commercial and operating team driving accuracy and timeliness reports.

  • Drive simplification improving daily & monthly reporting as MBRs, QORs & AOP.

  • Leads the annual strategic planning and budgeting processes including establishing assumptions, spreadsheet modeling, consolidation, analysis, and presentation preparation. Coordinate and develop the consolidation of Strategic Plans.

  • Prepares ad-hoc financial analysis to support senior management decisions.

  • Monitors orders, sales, profit, and cash against the targets every week.

  • Updates cost and expense trend reports, and analyzes variations ensuring alignment with the forecast.

  • Leads the design, development, deployment, and maintenance of all internal FP&A Reports.

  • Responsible for department spending analysis.

  • Extracts financial data from various finance and information systems including OneStream and JDE as required.

  • Expected to advise the Finance Manager/Director immediately of all errors, irregularities, or significant adjustments or journal entries as they occur.

  • Develop a tracking mechanism for critical site KPIs and analytics.

  • Coordinate and complete the month and quarter-end close process for the group using a consistent process.

  • Provides bonus reporting to Finance Director & General Manager.

  • Support Commercial Team with 80/20 analysis and other ad hoc analyses

  • Lead the price analytics and support contract negotiations

Knowledge, Skills, and Abilities

EDUCATION

  • Bachelor’s Degree in Accounting or Finance

EXPERIENCE

  • Minimum of 5 years of accounting and financial analysis experience, manufacturing environment a plus.

  • Minimum of 3 years of experience with forecasting required

  • Experience building and managing large data models – data manipulation

  • Experience in preparing, analyzing, and implementing accounting and reporting requirements.

  • Strong Advanced Excel skills

  • Experience in preparing, analyzing, and implementing accounting and reporting requirements.

  • Experience with ERP (JDE) system, Power BI & Webi preferred

COMPETENCIES

  • Strong Analytical skills required – outstanding attention to detail

  • Excellent computer and technological skills, including high proficiency in OneStream and Microsoft Office Applications, preferred; Microsoft Excel expertise required

  • Demonstrated ability to manage conflicting priorities while meeting deadlines and demanding quality execution

  • Proven ability to synthesize complex and detailed data and information into the decision-making process

  • Proven ability to deep dive into details while maintaining a growth mindset capable of seeing the bigger picture

  • Proven ability to identify problems and think independently about alternative ways to solve problems based on data analytics

  • Ability to identify and understand business constraints and opportunities by comparing data from different sources

  • Proactive thinking to take action to anticipate changes in a dynamic business environment to create an approach to consistently deliver on planned results

  • Superior verbal and written communication skills; articulates ideas in a clear and concise manner

  • Works effectively in a team environment, within and outside of the Finance Department. Team player and leader with a strong desire to learn.

  • Consistently operates at the highest level of integrity and is never willing to compromise on ethical standards.

  • Ability to build relationships at all levels within the organization.

  • Ability to organize multiple responsibilities and deliver results in an accurate and timely manner while adapting to changes in priorities.

  • Detail and process-oriented.

  • Ability to manage multiple projects and meet deadlines under pressure.

  • Self-starter with a strong sense of urgency and follow-up skills.

Physical Environment and Environmental Factors

  • Regularly works in an office setting.

  • Frequently required to stand, sit, talk, and hear

  • Must be able to work in front of a computer for a large portion of the day

  • May occasionally lift to 20lbs

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).

Job Family: Finance

Business Unit: Pulsafeeder EPO

Job Segment: FMT Fluid & Metering Technologies

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