Senior Finance Analyst - Operations

IDEX; Punta Gorda (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

IDEX Corporation is seeking a Senior Finance Analyst - Cost/Operations in Florida to partner with Manufacturing and Supply Chain teams, driving cost control, profitability, and working capital improvements.

The role covers month-end close, forecasting, budgeting, standard costing, and capital investment analysis, reporting to the Director of Finance & IT. Strong process controls and cross-functional collaboration are essential.

Qualifications

• Experience in cost accounting and month-end close processes.
• Strong financial analytics and variance analysis skills.
• Forecasting, budgeting, and financial modeling abilities.
• Familiarity with JD Edwards or similar ERP systems.
• Knowledge of internal controls and SOX requirements.

Responsibilities

• Own SPO inventory and cost of goods sold month-end close activities, including journal entries, reconciliations, reserve analysis, and schedules.
• Analyze gross margin and manufacturing variances across material, labor, burden, and overhead.
• Maintain standard cost processes, rollups, and full-absorption analysis.
• Monitor inventory valuation and cost accuracy in the ERP; coordinate with Operations, Supply Chain, and Accounting.
• Prepare commentary explaining results vs forecast, budget, and prior year for COGS, gross profit, and operational performance.
• Provide timely risk-based analytics to leadership and support audit requests.

Skills

Cost accounting

Financial analysis

Forecasting

JD Edwards

SOX controls

Tools

JD Edwards

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 - Cost/Operations partners closely with Manufacturing, Supply Chain, Sourcing, Quality, and executive leadership to improve operational performance, strengthen financial controls, and translate cost and operational drivers into actionable business insights. The position supports month-end close, forecasting, budgeting, standard costing, working capital, productivity, sourcing, and capital investment analysis. This role provides support to the Finance and Operations teams and reports to the Director of Finance & IT.

Essential Functions

Cost Accounting & Month-End Close

• Own SPO inventory and cost of goods sold month-end close activities, including journal entries, account reconciliations, reserve analysis, and supporting schedules.
• Analyze gross margin and manufacturing variances, including material, labor, burden, absorption, purchase price, usage, efficiency, and other operating cost drivers.
• Maintain and improve SPO standard cost processes, including annual standard cost roll, labor and burden studies, routings, daily cost rolls, and full-absorption analysis.
• Monitor inventory valuation and cost accuracy within JD Edwards; investigate issues and coordinate corrective action with Operations, Supply Chain, and Accounting.
• Prepare clear month-end commentary explaining actual results versus forecast, budget, and prior year for cost of sales, gross profit, inventory, and operational performance.
• Advise the Director of Finance & IT promptly of material errors, irregularities, significant adjustments, or journal entries as they occur.

Operations Finance Business Partnership

• Act as the primary Finance business partner to SPO Manufacturing, Supply Chain, Sourcing and Quality teams.
• Provide daily, weekly, and monthly reporting on operational and financial KPIs; connect performance trends to financial results and support root-cause and countermeasure activity.
• Partner with site leadership on productivity, sourcing, labor and overhead management, layout efficiency, make-versus-buy decisions, inventory improvement, and other margin-expansion initiatives.
• Challenge assumptions and translate complex operational data into practical recommendations that improve profitability, cash flow, and accountability.
• Support operational reviews, Monthly Business Reviews, Quarterly Operating Reviews, Annual Operating Plan, and other reporting requirements.
• Deliver timely ad hoc analysis for operational decisions, site initiatives, and leadership requests.

Inventory, Working Capital & Controls

• Own analysis and forecasting for SPO inventory and related working capital, including inventory turns, excess and obsolete inventory, reserves, slow-moving inventory, and reduction initiatives.
• Coordinate and support the annual physical inventory, including financial reconciliation, variance analysis, and corrective actions.
• Partner with Operations and Supply Chain to improve inventory accuracy, reduce inventory risk, and sustain working capital improvements.
• Perform and document assigned SOX controls related to inventory, costing, and manufacturing; support internal and external audit requests.
• Maintain a strong internal-control environment and recommend process improvements that strengthen accuracy, compliance, and operating efficiency.

Forecasting, Planning & Performance Management

• Lead the SPO forecast and Annual Operating Plan inputs for cost of sales, operational spending, inventory, productivity, sourcing, labor, overhead, and capital expenditures.
• Own department spending analysis and budgeting support for Manufacturing, Supply Chain, Sourcing, & Quality
• Maintain operational financial models and identify risks and opportunities against forecast and plan.
• Partner with the Senior Finance Analyst - Commercial to align demand, sales, margin, cost, and inventory assumptions and ensure an integrated SPO forecast.
• Provide backup coverage for defined Commercial Finance processes, while the Senior Finance Analyst - Commercial provides backup coverage for defined Cost/Operations Finance processes.
• Support strategic planning and scenario analysis as assigned.

Productivity, Sourcing & Capital Analysis

• Own financial validation and reporting for SPO productivity, sourcing, and cost-reduction initiatives, including forecast phasing, realized savings, and variance to target.
• Analyze purchase price variance and sourcing performance; partner with Procurement and Operations to explain results and