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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 Senior Finance Analyst - FP&A partners with sales, operations, and executive leadership to drive financial performance, improve profitability, and support strategic decision-making for the SPO location. This role focuses on pricing, margin optimization, customer profitability, and commercial strategy within a complex industrial manufacturing environment. This role provides support to the Finance and Commercial teams and reports to the Director of Finance & IT.

Salary Range: $80,000-$90,000 per year.

Location: Hybrid role at Pulsafeeder site in Punta Gorda, FL

Essential Functions

Commercial & Financial Analysis

Analyze revenue, margins and profitability across products, customers and regions

Provide actionable insights into pricing, discounting, and contract performance

Support monthly close with variance analysis (price, volume, mix and cost drivers)

Leads the design, development, deployment, and maintenance of internal commercial finance reports.

Pricing & Margin Management

Develop and maintain pricing models aligned with market conditions and cost inputs in partnership with Commercial & Product Management teams

Partner with sales to evaluate pricing strategies and bid proposals for project orders. Partner to improve bidding process based on contribution margin for projects.

Monitor margin performance and identify leakage or improvement opportunities

Support annual price increase processes and customer negotiations

Track price realization vs target and identify corrective actions needed

Sales & Business Partnering

Act as a finance business partner to SPO Commercial/Sales, Engineering and Admin teams

Responsible for department spending analysis for Commercial/Sales, Engineering and Admin.

Provide financial guidance on customer contracts, rebates and incentives

Partners with the Product Management team for the cost analysis of new product development / major product revisions and assists with business case justification for strategic initiatives and capital expenditures

Challenge assumptions and provide data-driven recommendations

Forecasting & Planning

Leads the SIOP process for SPO, facilitating the Demand Planning and Supply Planning reviews as well as the Executive SIOP meeting on a monthly basis

Lead Orders and Backlog forecasting (monthly, quarterly, annual, and daily/weekly pulses). Support Sales forecasting with timing and probability of Orders.

Contribute to budgeting and long-range planning processes

Build scenario models for demand fluctuations, cost changes and pricing strategies

Analyze risks and opportunities against forecast

Drive continuous improvement and simplification improving daily & monthly reporting as MBRs, QORs & AOP.

Leads the annual budgeting process for Commercial, Engineering and Admin, including establishing assumptions, spreadsheet modeling, consolidation, analysis and presentation preparation.

Supports aspects of the annual strategic planning process as assigned.

Customer & Product Profitability

Develop and maintain customer profitability models

Analyze product mix and SKU-level margins

Owns the Commercial Finance Reporting - Product Line / Customer Profitability (8020) analysis for SPO

Identify underperforming accounts/products through 8020 analysis and recommend corrective actions

Support decisions on product rationalization or portfolio optimization

Reporting & Data Management

Prepare dashboards and ad-hoc financial analysis for senior leadership

Prepares monthly commentary for Flash, Actual, Forecast, and Monthly Business Review, including all relevant templates

Provides bonus reporting to Finance Director & General Manager.

Monitors orders, sales, profit, and cash against the targets on a daily, weekly and monthly basis.

Maintains tracking on critical KPIs related to Commercial performance and supports teams in root cause/countermeasure when KPIs are missed

Automate and improve reporting processes using BI tools

Ensure data accuracy across ERP, financial systems, and reporting

Translate complex financial data into clear business insights

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

Knowledge, Skills, and Abilities

EXPERIENCE & EDUCATION

Bachelor's Degree in Finance, Accounting, Economics, or related field

5-8 years of experience in finance, preferably in a manufacturing or industrial environment.

Strong experience in commercial finance, FP&A or pricing

Experience building and managing large data models - data manipulation

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

Strong Excel skills

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 expertiserequired

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.

Details and process-oriented.

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

Physical Environment and Environmental Factors

Office Environment : This position operates in a manufacturing office setting and involves regular use of standard office equipment. The role requires the ability to remain in a stationary position for extended periods while performing computer-based tasks. The employee will occasionally move about the office or nearby production areas to access equipment, attend meetings, or communicate with team members. The individual must be able to communicate effectively with coworkers and external parties in person, over the phone, and through digital platforms.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. IDEX is an Equal Opportunity Employer

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?

Total Rewards

The compensation range for this position is $58,200.00 - $87,200.00, depending on experience. This position may be eligible for performance based bonus plan.

Benefits Package

Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page: https://www.idexcorp.com/careers/our-benefits-and-rewards/

IDEX is an Equal Opportunity 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.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

This posting is for an existing vacancy. ‌ Artificial intelligence is not used to screen, assess or select applicants. ‌ Job Family: Finance

Business Unit: Pulsafeeder SPO

IDEX

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