Financial Planning & Analysis Manager

IDEX; Cedar Falls (IA); On-site; USD 120,000 - 190,000; Full time

Job summary

IDEX is seeking a senior finance leader to oversee the consolidation, forecast, budgeting and integrity of accounting and finance systems for Viking Industrial businesses. You will guide Finance Managers and the Senior Leadership Team, driving operating results with KPI insights and commercial analysis.

Lead monthly close, annual plan, and pricing processes, aligning commercial and operations partners, with a focus on profitability and inflation reporting.

Qualifications

• B.S./B.A. in Accounting or Finance or related field; CPA/CMA/MBA a plus.

Responsibilities

• Oversee monthly consolidation of financial statements and forecast accuracy.
• Coordinate monthly close and provide executive commentary on orders, sales, profitability, and working capital variance.
• Own pricing processes and coordinate with commercial leadership.
• Prepare Quarterly and Monthly Business Review templates and action plans from business partners.
• Support inflation reporting and KPI data for management.

Skills

Financial consolidation

Forecasting

Budgeting

KPI analysis

Leadership

Communication

PowerBI

JDEdwards

OneStream

Webi reporting

Education

B.S./B.A. in Accounting or Finance

CPA/CMA/MBA a plus

Tools

OneStream

JDEdwards

PowerBI

Webi reporting

Job description

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 forecasting Coordinate alignment between commercial and operation business partners Prepare commentary and presenting risks and opportunities to senior management Ownership of supporting KPIs used by IDEX to understand financials Targeted growth revenue reporting and forecasting; partner with commercial and senior leadership Own monthly and annual pricing processes, including reporting, forecasting, and variance analysis; partner with commercial leadership and the Product Pricing Manager as necessary Calculate monthly sales mix impacts Responsibility 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&Ls Annually partner with business unit leadership to convert strategic plans (STRAT) into financial targets Annually 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 person Visual 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 Supervisors IDEX Executive Office, mainly the IDEX Finance Team. Viking Pump International Subsidiaries personnel. Other IDEX business units, including Finance Teams.

Why join us

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 [e-mail] 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.

Company Overview

IDEX (NYSE: IEX) is a company that has undoubtedly touched your life in some way. In fact, IDEX businesses make thousands of products that are mission-critical components in everyday activities. Chances are the car you’re driving has a BAND-IT® clamp holding your side airbag safely in place. If you were ever in a car accident, a Hurst Jaws of Life® rescue tool may have saved your life. If you or a family member is battling cancer, your doctor may have tested your DNA in a quest to find the best targeted medicine for you. It’s likely your DNA test was run on equipment that contains components made by our growing IDEX Health & Science team.