Financial Planning & Analysis Manager

Posted 6 Days Ago
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Cedar Falls, IA, USA
In-Office
Senior level
Other • Biotech
The Role
Oversee financial consolidation, budgeting, forecasting, reporting, KPI analysis, pricing, and business performance reviews for multi-site manufacturing businesses. Lead annual operating plans, monthly forecasts, financial statement consolidation, variance analysis, market trend analysis, and strategic financial planning. Partner with senior leadership and commercial and operations teams to identify risks, opportunities, and corrective actions. Supervise finance personnel and support financial systems, process improvements, and ad hoc analysis.
Summary Generated by Built In

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 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.

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 [email protected] 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.

Skills Required

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 7–10 years of experience in a similar-sized, multi-site operation, including manufacturing
  • Management experience in finance, accounting, and manufacturing accounting
  • Experience with financial consolidation of international operations
  • Experience in a process-focused organization using Six Sigma, Lean, or Value Streams
  • Experience with OneStream and JDEdwards
  • CPA, CMA, or MBA
  • Proficiency with Microsoft Office, including Word, Excel, and Outlook
  • Working knowledge of JDEdwards, OneStream, and WebI reporting
  • Familiarity with Power BI and Microsoft Copilot
  • Strong financial analysis, business acumen, communication, leadership, and data presentation skills
  • Ability to supervise employees and direct financial and systems projects
  • Ability to work within a manufacturing, warehouse, and office environment

IDEX Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about IDEX Corporation and has not been reviewed or approved by IDEX Corporation.

  • Retirement Support Employer savings design combines a 401(k) match with an additional company-funded defined contribution based on age and service. Automatic enrollment and contribution escalation further reinforce long‑term savings participation.
  • Healthcare Strength Medical, dental, and vision coverage offer multiple plan tiers with day‑one eligibility and national/regional carrier options. Wellness incentives, HSAs/FSAs, and an EAP extend the health and wellbeing offering.
  • Strong & Reliable Incentives Performance‑linked bonuses are a recurring component of pay, with instances of outcomes above target. A stated pay‑for‑performance approach supports the role of incentives in total compensation.

IDEX Corporation Insights

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The Company
HQ: Northbrook, IL
2,112 Employees

What We Do

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.

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