Finance Analyst

IDEX Corporation•Rochester, NY

4d•$54,200 - $81,400•Onsite

About The Position

The Finance Analyst provides financial reporting, analysis, and planning support across EPO Operations, Commercial, and Engineering. Working closely with the FP&A & Cost Manager, this role supports forecasting, budgeting, cost management, and commercial profitability analysis while monitoring key financial and operational performance metrics. The position provides timely, accurate, and actionable financial insights to support day-to-day business decisions and improve business performance.

Requirements

Bachelor’s Degree in Accounting, Finance, or a related field required
Strong analytical and problem-solving skills with exceptional attention to detail
Demonstrates the highest standards of integrity and professionalism
Strong knowledge of GAAP accounting and general accounting concepts
Excellent communication skills and high confidence in stating professional opinions
Advanced proficiency with Microsoft Excel
Demonstrated ability to streamline and automate complex processes
Continuous improvement mindset
High degree of integrity and professionalism
Working knowledge of U.S. GAAP and SOX internal controls

Responsibilities

Prepare recurring financial reports and analysis supporting EPO Operations, Commercial, Engineering, and functional leadership
Analyze actual financial performance against forecast, budget and prior year, identifying key variances and drivers
Prepare monthly reporting packages, dashboards and management reports
Monitor orders, sales, profitability, costs and other key financial and operational KPIs
Perform ad hoc financial analysis to support business decisions and management requests
Translate financial data into clear and actionable insights
Maintain accurate and timely financial reporting and ensure consistency across reporting systems and tools
Support EPO’s annual budget/AOP and current-year forecasting processes, including data gathering, analysis, modeling, and consolidation of inputs
Maintain financial models and schedules used in monthly forecasting and budgeting
Prepare variance analysis and supporting schedules for forecast and budget reviews
Track changes in revenue, volume, pricing, mix, material costs, labor, overhead, and other key financial assumptions
Support scenario analysis and sensitivity analysis related to current-year business performance
Assist with Orders, Backlog, Sales, and profitability forecasting
Maintain forecast tracking and identify changes in business assumptions that may impact financial results
Support analysis of revenue, margins, and profitability across products, customers and markets
Prepare pricing and margin analysis using current cost inputs and business assumptions
Support Commercial teams with pricing analysis, bid/proposal analysis, and customer profitability analysis
Analyze price, volume, mix and cost impacts on financial performance
Track pricing and margin improvement performance and assist in identifying margin improvement opportunities
Support annual price increase analysis
Assist with analysis of customer contracts, rebates, incentives, and other commercial arrangements
Analyze product mix and SKU-level margins and identify trends or areas requiring additional investigation
Prepare customer and product profitability reporting as assigned
Support month-end close activities related to inventory, cost of goods sold, manufacturing variances, and journal entries
Analyze manufacturing variances including material, burden, labor, purchase price and absorption
Maintain and reconcile inventory and cost accounting data
Support standard costing activities, including annual cost roll, labor and burden rates, and ad hoc cost rolls
Support physical inventory activities and inventory valuation processes
Analyze manufacturing KPIs and identify operational trends impacting financial performance
Support analysis of productivity initiatives, sourcing savings, inventory optimization, and other cost improvement activities
Assist with financial analysis supporting capital expenditures and operational investments
Support internal and external audit requests and maintain compliance with applicable accounting policies and controls
Serve as a Finance resource to Operations, Commercial and Engineering for day-to-day financial questions and analysis
Provide timely analysis to help business partners understand the financial impact of operational and commercial decisions
Partner with cross-function teams to gather information, validate assumptions, and improve the accuracy of financial reporting and forecasts
Develop strong understanding of site operations, products, customers, cost drivers and commercial activities
Develop and maintain financial reports, dashboards, and analytical tools using JDE, Excel, BI tools and other reporting systems
Automate and improve recurring reporting and analysis processes to increase efficiency and accuracy
Maintain data integrity across systems and reporting tools
Identify opportunities to simplify financial processes and improve reporting accuracy and timeliness
Document recurring processes and maintain appropriate supporting documentation
Assist with implementation and improvement of Finance processes, systems and reporting tools