Senior Finance Analyst - Operations

IDEX•Punta Gorda, FL

About The Position

The Senior Finance Analyst – Cost/Operations partners with Manufacturing, Supply Chain, Sourcing, Quality, and executive leadership to improve operational performance, strengthen financial controls, and turn cost and operational drivers into actionable business insights. The role supports month-end close, forecasting, budgeting, standard costing, working capital, productivity, sourcing, and capital investment analysis. It supports the Finance and Operations teams and reports to the Director of Finance & IT. The analyst owns SPO inventory and cost-of-goods-sold close activities, standard cost processes, inventory and working-capital analysis, operational forecasting and planning, and financial validation of productivity, sourcing, and cost-reduction initiatives. The role serves as the primary Finance business partner to SPO Manufacturing, Supply Chain, Sourcing, and Quality, and supports operational reviews, audits, capital analysis, reporting, and continuous improvement. It also collaborates with the Senior Finance Analyst – Commercial to align forecast assumptions and provide defined backup coverage. The position is based in a manufacturing office setting, with regular use of standard office equipment and occasional movement around the office or nearby production areas. The compensation range is $58,200–$87,200, depending on experience, and the position may be eligible for a performance-based bonus plan.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
5–8 years of progressive accounting or finance experience.
Strong cost-accounting foundation, including standard costing, inventory accounting, gross-margin analysis, and manufacturing variances.
Experience establishing or maintaining material, labor, and overhead standards in an ERP environment.
Strong understanding of the income statement and balance sheet, with working knowledge of U.S. GAAP and internal controls.
Experience with financial planning, forecasting, budgeting, and operational performance analysis.
Advanced Microsoft Excel skills, including working with large data sets and complex financial models.
Strong analytical skills and attention to detail.
Ability to synthesize complex information and data for decision-making while also examining details and maintaining a broader perspective.
Ability to identify problems and independently consider data-based solutions.
Ability to identify business constraints and opportunities by comparing data from different sources.
Proactive approach to anticipating changes and delivering planned results in a dynamic business environment.
Strong verbal and written communication skills; ability to express ideas clearly and concisely.
Ability to work effectively with teams within and outside Finance and build relationships at all organizational levels.
Integrity and commitment to ethical standards.
Ability to organize multiple responsibilities, deliver accurate and timely results, and adapt to changing priorities.
Detail- and process-oriented approach, self-direction, urgency, and reliable follow-up.
Ability to perform computer-based work while stationary for extended periods and occasionally move around the office or nearby production areas.
Ability to communicate effectively in person, by phone, and through digital platforms.

Nice To Haves

Manufacturing or industrial finance experience.
Experience with JD Edwards and OneStream.
Power BI and WebI experience.
High proficiency in OneStream and Microsoft Office applications.

Responsibilities

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, and efficiency.
Maintain and improve SPO standard-cost processes, including annual cost rolls, labor and burden studies, routings, daily cost rolls, and full-absorption analysis.
Monitor inventory valuation and cost accuracy in JD Edwards; investigate issues and coordinate corrective action.
Prepare month-end commentary comparing actual results with forecast, budget, and prior year for cost of sales, gross profit, inventory, and operational performance.
Promptly advise the Director of Finance & IT of material errors, irregularities, significant adjustments, or journal entries.
Serve as the primary Finance business partner to SPO Manufacturing, Supply Chain, Sourcing, and Quality teams.
Provide operational and financial KPI reporting and connect performance trends to financial results, root-cause analysis, and countermeasures.
Partner with site leadership on productivity, sourcing, labor and overhead management, layout efficiency, make-versus-buy decisions, inventory improvement, and margin-expansion initiatives.
Translate operational data into practical recommendations to improve profitability, cash flow, and accountability.
Support operational reviews, Monthly Business Reviews, Quarterly Operating Reviews, the Annual Operating Plan, and other reporting requirements.
Deliver ad hoc analysis for operational decisions, site initiatives, and leadership requests.
Analyze and forecast SPO inventory and related working capital, including inventory turns, excess and obsolete inventory, reserves, slow-moving inventory, and reduction initiatives.
Coordinate and support 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 internal controls and recommend process improvements to strengthen accuracy, compliance, and operating efficiency.
Lead 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, and Quality.
Maintain operational financial models and identify risks and opportunities against forecast and plan.
Align demand, sales, margin, cost, and inventory assumptions with the Senior Finance Analyst – Commercial to ensure an integrated SPO forecast; provide and receive defined backup coverage for finance processes.
Support strategic planning and scenario analysis as assigned.
Own financial validation and reporting for 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 identify corrective actions or opportunities.
Prepare financial analyses and business cases for capital expenditures and operational investments, including expected savings, return, cash flow, and post-completion performance.
Partner on new-product and product-change cost analysis, ensuring material, labor, burden, and manufacturing assumptions are accurate and supportable.
Develop and maintain reports and dashboards using JD Edwards, OneStream, Excel, Power BI, WebI, and other reporting tools.
Automate and simplify recurring cost and operational reporting to improve timeliness, consistency, and analytical capacity.
Ensure data integrity across ERP, financial, and reporting systems; document recurring processes and maintain supporting documentation.
Serve as a Finance resource for JD Edwards cost-accounting functionality and collaborate with Operations and IT on system and process improvements.
Apply continuous-improvement thinking to Finance and Operations processes.