Financial Planning & Analysis Manager
IDEX Corporation
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:This individual will oversee the financial consolidation, forecast, budgeting, and integrity of the accounting and finance systems and financial reporting functions for the Viking Industrial businesses. Provide support and direction to the Finance Managers and Senior Leadership Team. Direct and maintain a financial reporting system that provides Corporate Management with appropriate financial and operating information. Develop, analyze and interpret KPI and financial information to report, budget, and forecast operating results in terms of profitability, performance, operational excellence and other criteria that reflect the fiscal soundness and operating effectiveness of the organization. Maintain strong focus on commercial analysis of performance and market drivers. Oversee the Sr. Data Analyst member of the Finance team.Primary Duties and Responsibilities:Daily/Weekly:Oversee financial reporting for the Viking businesses including monitoring orders, sales, standard margin, cost center spend and working capital against forecast on a daily, weekly and monthly basis.Analyze financial variances and develop narratives to communicate expected results to senior management.Monthly/Yearly:Coordinate the monthly consolidation of the financial statements in accordance with US GAAP and IDEX Corporate requirements.Analyze monthly business performance and develop executive commentary on orders, sales, profitability, and working capital variance drivers.Lead the consolidation of the monthly forecast and ensure the completeness thereof including:Own orders, sales, standard margin and ESA cost center forecastingCoordinate alignment between commercial and operation business partnersPrepare commentary and presenting risks and opportunities to senior managementOwnership of supporting KPIs used by IDEX to understand financialsTargeted growth revenue reporting and forecasting; partner with commercial and senior leadershipOwn monthly and annual pricing processes, including reporting, forecasting, and variance analysis; partner with commercial leadership and the Product Pricing Manager as necessaryCalculate monthly sales mix impactsResponsibility for inflation reporting, including direct and indirect inflation.Prepare Quarterly and Monthly Business Review templates, including preparing results commentary, updating KPI results and coordinating corrective action plans from business partners as needed.Support 8020 by preparing and analyzing segment and product P&LsAnnually partner with business unit leadership to convert strategic plans (STRAT) into financial targetsAnnually coordinate and own the annual operating plan (AOP) process.Advanced:Macro environment analysis of market trends, economic indicators, and business cycles, partnering with global commercial leaders to identify risks, opportunities, and implications for forecasts and strategic plans.Other:Provide ad-hoc financial analysis, reporting and training when needed.Education and/or Experience Requirements:B.S. or B.A. in Accounting, Finance or another related field.CPA, CMA or MBA a plus.7-10 years’ experience in a similar-sized, multi-site operation, including manufacturing.Consolidation of international operations, preferred.Management experience in finance, accounting, and manufacturing accounting.Experience in a process focused organization (Six Sigma, Lean and Value Streams).Experience with OneStream and JDEdwards preferred.Proven track record, demonstrated by progressive level of growth in responsibility.Other Special Requirements:Certain positions with IDEX Corporation and its business units require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, U.S. national, lawful permanent resident, or an individual who has been granted refugee or asylum status.Ability to initiate and drive positive change in an organization.Operations and commercial literacy.Effective communication skills, both written and verbal.Superior knowledge of, and skills in, personal computer spreadsheet operations.Strong business acumen and analytical skills.Ability to gather, analyze and present data.Ability to supervise and direct employees on financial and system projects.Ability to provide direction and establish priorities for direct reports as well as provide proper feedback and critical evaluations of personal and departmental performance.Goal oriented self-starter.Strong leadership skill set.Computer Skills:Proficient with Microsoft Office products including, but not limited to, Word, Excel, and Outlook.Familiarity with PowerBI and Microsoft CoPilot preferred. JDEdwards, OneStream and Webi reporting working knowledge.Work Environment Requirements:Ability to move within office and manufacturing complex.Perform general office functions.Ability to communicate by speech and hearing via phone and in personVisual acuity is needed for close detail work and computer use.General manufacturing, warehouse and office environment.Organizational Relationships:Must have the ability to effectively communicate with customers, suppliers and all levels of corporate and company personnel.Viking Pump General Manager, Senior Leadership Staff, Departmental Managers and SupervisorsIDEX Executive Office, mainly the IDEX Finance Team.Viking Pump International Subsidiaries personnel.Other IDEX business units, including Finance Teams.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. 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.SummaryLocation: Cedar Falls, IowaType: Full time
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