Senior Finance Analyst - FP&A

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. Position Summary The Senior Commercial Finance Analyst partners with sales, operations, and executive leadership to drive financial performance, improve profitability, and support strategic decision-making. This role focuses on pricing, margin optimization, customer profitability, and commercial strategy within a complex industrial manufacturing environment . The role provides support to the Finance and Commercial teams and reports to the Director of Finance & IT. Salary Range: $90,000–$100,000 per year. Location: Hybrid role at Pulsafeeder site in Rochester, NY Essential Functions Commercial & Financial Analysis 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 . Pricing & Margin Management D evelop 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 Sales & Business Partnering Act as a finance business partner to 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 Forecasting & Planning Leads the SIOP process for the business, 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 including establishing assumptions, spreadsheet modeling, consolidation, analysis and presentation preparation. Supports aspects of the annual strategic planning process as assigned. Customer & Product Profitability Develop and maintain customer profitability models Analyze product mix and SKU-level margins Owns the Commercial Finance Reporting – Product Line / Customer Profitability (8020) analysis Identify underperforming accounts/products through 8020 analysis and recommend corrective actions Support decisions on product rationalization or portfolio optimization Reporting & Data Management 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 Manager /Director immediately of all errors, irregularities , or significant adjustments or journal entries as they occur. Knowledge, Skills, and Abilities EDUCATION Bachelor’s Degree in Finance , Accounting, Economics, or related field EXPERIENCE 5-8 years of experience in finance, preferably in manufacturing or industrial environment . Strong experience in commercial finance, FP& A or pricing Experience building and managing large data models – data manipulation Experience in preparing, analyzing, and implementing accounting and reporting requirements. Strong Excel skills Experience with ERP (JDE) system , Power BI & Webi preferred COMPETENCIES Strong Analytical skills required – outstanding attention to detail Excellent computer and technological skills, including high proficiency in OneStream and Microsoft Office Applications , preferred ; Microsoft Excel expertise required Proven ability to synthesize complex and detailed data and information into the decision-making process Proven ability to deep dive into details while maintaining a growth mindset capable of seeing the bigger picture Proven ability to identify problems and think independently about alternative ways to solve problems based on data analytics Ability to identify and understand business constraints and opportunities by comparing data from different sources Proactive thinking to take action to anticipate changes in a dynamic business environment to create an approach to consistently deliver on planned results Superior verbal and written communication skills ; articulates ideas in a clear and concise manner Works effectively in a team environment, within and outside of the Finance Department . Team player and leader with a strong desire to learn. Consistently operates at the highest level of integrity and is never willing to compromise on ethical standards. Ability to build relationships at all levels within the organization. Ability to organize multiple responsibilities and deliver results in an accurate and timely manner while adapting to changes in priorities. Detail and process-oriented . Self-starter with a strong sense of urgency and follow-up skills. Physical Environment and Environmental Factors Regularly works in an office setting. Frequently required to stand, sit, talk, and hear Must be able to work in front of a computer for a large portion of the day May occasionally lift to 20lbs Travel up to 4x per year to Florida location Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world? Total Rewards The compensation range for this position is $69,200.00 - $103,800.00, depending on experience. This position may be eligible for performance based bonus plan. Benefits Package Our 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: IDEX 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. Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application. This posting is for an existing vacancy. ‌ Artificial intelligence is not used to screen, assess or select applicants. ‌