Senior Finance Analyst - Operations

IDEX Corporation•Punta Gorda, FL

3d•$58,200 - $87,200

About The Position

The Senior Finance Analyst – Cost/Operations partners closely 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 position serves as the primary Finance business partner to SPO Manufacturing, Supply Chain, Sourcing, and Quality. It owns cost and inventory accounting, operational forecasting and planning, productivity and sourcing analysis, and operational financial reporting. The analyst also maintains financial models and reporting systems, supports audits and internal controls, and identifies process improvements. The role operates in a manufacturing office setting with regular use of standard office equipment. It involves extended periods in a stationary position performing computer-based tasks, with occasional movement around the office or nearby production areas. The employee communicates with coworkers and external parties in person, by phone, and through digital platforms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
5–8 years of progressive accounting or finance experience, preferably in a manufacturing or industrial environment.
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 and experience working with large data sets and complex financial models.
Strong analytical skills and outstanding attention to detail.
Ability to synthesize complex and detailed data into decision-making processes while maintaining both attention to detail and a broader perspective.
Ability to identify problems and independently evaluate solutions using data analytics.
Ability to identify business constraints and opportunities by comparing data from different sources.
Proactive approach to anticipating changes in a dynamic business environment and consistently delivering planned results.
Superior verbal and written communication skills, with the ability to articulate ideas clearly and concisely.
Ability to work effectively in a team environment within and outside Finance; a strong desire to learn.
High integrity and adherence to ethical standards.
Ability to build relationships at all levels of the organization.
Ability to organize multiple responsibilities, deliver accurate and timely results, and adapt to changing priorities.
Detail- and process-oriented, self-starting, and able to follow through with a strong sense of urgency.

Nice To Haves

Experience with JD Edwards and OneStream.
Power BI and WebI experience.
Experience in a manufacturing or industrial environment.
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, efficiency, and other operating cost drivers.
Maintain and improve SPO standard-cost processes, including the annual standard cost roll, 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 with Operations, Supply Chain, and Accounting.
Prepare month-end commentary explaining actual results versus 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 daily, weekly, and monthly operational and financial KPI reporting; connect performance trends to financial results and support 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 recommendations to improve profitability, cash flow, and accountability; provide ad hoc analysis for operational decisions, site initiatives, and leadership requests.
Support operational reviews, Monthly Business Reviews, Quarterly Operating Reviews, the Annual Operating Plan, and other reporting requirements.
Own analysis and forecasting for SPO inventory and related working capital, including inventory turns, excess and obsolete inventory, reserves, slow-moving inventory, and reduction initiatives.
Coordinate and support the 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 a strong internal-control environment and recommend improvements that 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.
Partner with the Senior Finance Analyst – Commercial to align demand, sales, margin, cost, and inventory assumptions and ensure an integrated SPO forecast.
Provide backup coverage for defined Commercial Finance processes and provide backup coverage for defined Cost/Operations Finance processes when serving as the Senior Finance Analyst – Commercial.
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 additional opportunities.
Prepare financial analysis 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 decision-useful 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.
Act as a key Finance resource for JD Edwards cost-accounting functionality and collaborate with Operations and IT on system and process improvements.
Apply continuous-improvement thinking and outside-in ideas to Finance and Operations processes.