Director, FP&A
Listed on 2026-05-31
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Finance & Banking
Financial Manager, Corporate Finance, Financial Reporting, Financial Analyst
About This Role
The FP&A Finance Director will support IDEX Corporation’s FMT and FSDP segments, which deliver approximately $2B in combined annual revenue. The role oversees all FP&A activities across the segment globally, including budgeting, forecasting, consolidated reporting, and analysis of the Income Statement and Working Capital.
Responsibilities- Financial Reporting & Analysis:
- Serve as a strategic advisor to the Group VP Finance, providing forward‑looking analysis, scenario modeling, and decision support.
- Lead daily, monthly, and quarterly reporting and forecasting processes, providing high‑level insights to segment leadership.
- Ensure timely, accurate reporting with clear communication of timelines and deliverables.
- Drive adoption of standard reporting packages and continuously improve analytics tools and KPI dashboards.
- Develop and refine metrics that drive business performance and support best‑practice sharing.
- Support ad‑hoc financial requests from segment leadership.
- Financial Processes, Business Optimization and Tools:
- Establish best‑in‑class global FP&A processes to improve operational effectiveness and business insight.
- Collaborate with IT and business optimization teams to improve data quality, accessibility, and analytics capabilities (e.g., Power
BI, Webi, One Stream). - Lead and enhance core financial processes including budgeting, forecasting, long‑range planning (STRAP), and management reporting.
- Participate in monthly MBRs to deepen operational understanding and identify risks and opportunities.
- Champion digital transformation within FP&A, identifying opportunities to automate manual processes and enhance data visualization.
- Lead adoption and standardization of new reporting technologies across the segments and business units.
- Leadership & Projects:
- Mentor and develop FP&A talent across FMT and FSDP, including best‑practice sharing.
- Develop strong relationships with business unit leaders and finance leads to ensure adherence to financial processes, timelines, and policies.
- Lead change management efforts related to new systems, processes, or reporting structures.
- Lead or support special projects as assigned by segment finance leadership.
- Represent the segments in enterprise‑wide FP&A initiatives, ensuring alignment and sharing best practices across IDEX.
- Support M&A activities including due diligence, financial modeling, and integration.
- Bachelor’s degree in Accounting, Business, or Finance required; CPA or MBA preferred.
- 7–10 years of progressive finance or accounting experience, including manufacturing and FP&A.
- Advanced experience with Hyperion and/or One Stream; JDE experience a plus.
- Strong analytical skills, attention to detail, and ability to manage multiple priorities under pressure.
- Excellent interpersonal, communication, and presentation skills.
- Self‑starter with a strong drive for results and continuous improvement.
- Intermediate to advanced proficiency in Microsoft Office (Excel, Word, PowerPoint).
- Ability to travel up to 20%.
The compensation range for this position is $ - $, depending on experience. This position may also be eligible for a performance‑based bonus plan.
Benefits PackageOur comprehensive U.S. benefit offerings include 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:
Equal Employment OpportunityIdex 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.
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