Senior Finance Analyst - FP&A

Position Summary

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.

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

• 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.

• 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

• 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

• 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.

• 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

• 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.

• Bachelor's Degree in Finance , Accounting, Economics, or related field
• 5-8 years of experience in finance, preferably in a manufacturing or industrial environ