Senior Finance Analyst - FP&A

IDEX; Punta Gorda (FL); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement savings

PTO

Job summary

IDEX is seeking a Senior Finance Analyst – FP&A for the SPO location, a hybrid role at Pulsafeeder site in Punta Gorda, FL. You will drive pricing, margin optimization and customer profitability while partnering with sales, operations and leadership to improve profitability and support strategic decisions.

You will lead budgeting, SIOP, forecast, and provide data-driven insights using Power BI and Webi. Reporting to the Director of Finance & IT, you’ll influence cross-functional teams in a

Qualifications

• 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.
• Experience with ERP (JDE) and Power BI & Webi preferred.

Responsibilities

• Analyze revenue, margins and profitability across products, customers and regions.
• Provide pricing, discounting and contract performance insights.
• Support monthly close with variance analysis (price, volume, mix, cost drivers).
• Lead the design, development, and maintenance of internal commercial finance reports.
• Develop and maintain pricing models aligned with market conditions and inputs.
• Partner with sales to evaluate pricing strategies and bid proposals for projects.
• Support annual price increase processes and customer negotiations.
• Monitor margin performance and identify leakage or improvement opportunities.
• Lead Orders and Backlog forecasting and contribute to budgeting and long-range planning.

Skills

Excel

Financial analysis

Forecasting

Business partnering

Education

Bachelor’s Degree in Finance, Accounting, Economics

Tools

JDE ERP

Power BI

Webi

Job description

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 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 expertise required
• 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.

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

• 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/

Equal Opportunity Employer

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?

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. This posting is for an existing vacancy.

Artificial intelligence is not used to screen, assess or select applicants.

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.