Finance Data & Analytics Lead - Power BI & Forecasting

IDEX Corporation; Oak Harbor (WA); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

IDEX Corporation in remote-capable US operations is seeking a Finance Data & Transformation Analyst to develop Power BI dashboards and standardized financial reporting. You will translate complex financial data into decision-ready insights and design scalable data models for forecasting, KPI tracking, and executive visibility.

Working in an Agile framework, you will prioritize improvements and deliver high-impact analytics to support business performance and strategic decision-making.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field with quantitative emphasis.
• 3+ years of financial analysis, BI, or data analytics in a manufacturing environment.
• Strong knowledge of financial accounting concepts, FP&A and KPI development.
• ERP experience; JD Edwards preferred.
• Familiarity with Agile/Scrum methodologies.
• Excellent communication and problem-solving skills.
• Proficiency in Power BI, including DAX and data modeling.
• Attention to audit trails, versioning, and data governance.

Responsibilities

• Build data models and processes for monthly, quarterly, and annual financial reporting cycles.
• Analyze financial and operational data to report trends, variances, risks, and opportunities.
• Collaborate with Finance, Accounting, Commercial, IT, and Operations to ensure data consistency.
• Maintain and prioritize reporting backlogs using the Agile framework.
• Support executive-level reporting with clear, concise dashboards and summaries.
• Contribute to finance and business transformation initiatives, including automation.

Skills

Power BI

DAX

Data modeling

Forecasting

KPI development

Education

Bachelor’s degree in Finance/Accounting or related field

Tools

JD Edwards

Job description

IDEX Corporation in remote-capable US operations is seeking a Finance Data & Transformation Analyst to develop Power BI dashboards and standardized financial reporting. You will translate complex financial data into decision-ready insights and design scalable data models for forecasting, KPI tracking, and executive visibility.

Working in an Agile framework, you will prioritize improvements and deliver high-impact analytics to support business performance and strategic decision-making.