Finance Analyst

Finance Analyst

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.

Position Summary

The Finance Analyst provides financial reporting, analysis, and planning support across EPO Operations, Commercial, and Engineering. Working closely with the FP&A & Cost Manager, this role supports forecasting, budgeting, cost management, and commercial profitability analysis while monitoring key financial and operational performance metrics. The position provides timely, accurate, and actionable financial insights to support day-to-day business decisions and improve business performance.

Essential Functions

Financial Reporting & Analysis

Prepare recurring financial reports and analysis supporting EPO Operations, Commercial, Engineering, and functional leadership

Analyze actual financial performance against forecast, budget and prior year, identifying key variances and drivers

Prepare monthly reporting packages, dashboards and management reports

Monitor orders, sales, profitability, costs and other key financial and operational KPIs

Perform ad hoc financial analysis to support business decisions and management requests

Translate financial data into clear and actionable insights

Maintain accurate and timely financial reporting and ensure consistency across reporting systems and tools

Financial Planning & Forecasting

Support EPO's annual budget/AOP and current-year forecasting processes, including data gathering, analysis, modeling, and consolidation of inputs

Maintain financial models and schedules used in monthly forecasting and budgeting

Prepare variance analysis and supporting schedules for forecast and budget reviews

Track changes in revenue, volume, pricing, mix, material costs, labor, overhead, and other key financial assumptions

Support scenario analysis and sensitivity analysis related to current-year business performance

Assist with Orders, Backlog, Sales, and profitability forecasting

Maintain forecast tracking and identify changes in business assumptions that may impact financial results

Commercial Finance & Profitability

Support analysis of revenue, margins, and profitability across products, customers and markets

Prepare pricing and margin analysis using current cost inputs and business assumptions

Support Commercial teams with pricing analysis, bid/proposal analysis, and customer profitability analysis

Analyze price, volume, mix and cost impacts on financial performance

Track pricing and margin improvement performance and assist in identifying margin improvement opportunities

Support annual price increase analysis

Assist with analysis of customer contracts, rebates, incentives, and other commercial arrangements

Analyze product mix and SKU-level margins and identify trends or areas requiring additional investigation

Prepare customer and product profitability reporting as assigned

Cost Accounting & Operations Finance

Support month-end close activities related to inventory, cost of goods sold, manufacturing variances, and journal entries

Analyze manufacturing variances including material, burden, labor, purchase price and absorption

Maintain and reconcile inventory and cost accounting data

Support standard costing activities, including annual cost roll, labor and burden rates, and ad hoc cost rolls

Support physical inventory activities and inventory valuation processes

Analyze manufacturing KPIs and identify operational trends impacting financial performance

Support analysis of productivity initiatives, sourcing savings, inventory optimization, and other cost improvement activities

Assist with financial analysis supporting capital expenditures and operational investments

Support internal and external audit requests and maintain compliance with applicable accounting policies and controls

Business Partnership

Serve as a Finance resource to Operations, Commercial and Engineering for day-to-day financial questions and analysis

Provide timely analysis to help business partners understand the financial impact of operational and commercial decisions

Partner with cross-function teams to gather information, validate assumptions, and improve the accuracy of financial reporting and forecasts

Develop strong understanding of site operations, products, customers, cost drivers and commercial activities

Reporting, Data & Process Improvement

Develop and maintain financial reports, dashboards, and analytical tools using JDE, Excel, BI tools and other reporting systems

Automate and improve recurring reporting and analysis processes to increase efficiency and accuracy

Maintain data integrity across systems and reporting tools

Identify opportunities to simplify financial processes and improve reporting accuracy and timeliness

Document recurring processes and maintain appropriate supporting documentation

Assist with implementation and improvement of Finance processes, systems and reporting tools

Knowledge, Skills, and Abilities

Education

Bachelor's Degree in Accounting, Finance, or a related field required

Experience and Competencies

Strong analytical and problem-solving skills with exceptional attention to detail

Demonstrates the highest standards of integrity and professionalism

Strong knowledge of GAAP accounting and general accounting concepts

Excellent communication skills and high confidence in stating professional opinions

Advanced proficiency with Microsoft Excel

Demonstrated ability to streamline and automate complex processes

Continuous improvement mindset

High degree of integrity and professionalism

Working knowledge of U.S. GAAP and SOX internal controls

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. 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 $54,200.00 - $81,400.00, 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.

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 View email address on click.appcast.io 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.