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 (https://www.idexcorp.com/our-businesses/business-segments/) 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,customersand regions
Provideactionable insightsintopricing, discounting, and contract performance
Support monthly close with variance analysis (price, volume,mixand cost drivers)
Leads the design, development, deployment,and maintenance of internalcommercial finance reports.
Pricing & Margin Management
Develop andmaintainpricing models aligned with market conditions and cost inputsin partnership with Commercial & Product Management teams
Partner with sales to evaluate pricing strategies and bid proposalsfor project orders. Partner to improve bidding process based on contribution margin for projects.
Monitor margin performance andidentifyleakage or improvement opportunities
Support annual price increase processes and customer negotiations
Track price realization vs target andidentifycorrective actions needed
Sales & Business Partnering
Act as a finance business partner toCommercial/Sales, Engineering and Adminteams
Responsible for department spending analysisfor Commercial/Sales, Engineering and Admin.
Providefinancial guidance on customer contracts,rebatesand incentives
Partners with the Product Management team for the cost analysis of new product development / major product revisions andassistswith 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,facilitatingthe Demand Planning and Supply Planning reviews as well as the Executive SIOP meetingon a monthly basis
LeadOrdersand Backlogforecasting (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, costchangesand pricing strategies
Analyze risks and opportunities against forecast
Drivecontinuous improvement andsimplification improving daily & monthly reporting asMBRs, QORs & AOP.
Leads the annual budgeting process including establishing assumptions, spreadsheet modeling, consolidation,analysisand presentation preparation.
Supports aspects of the annual strategic planning process as assigned.
Customer & Product Profitability
Develop andmaintaincustomer profitability models
Analyze product mix and SKU-level margins
Owns the Commercial Finance Reporting - Product Line / Customer Profitability (8020) analysis
Identifyunderperforming accounts/productsthrough 8020 analysisand recommend corrective actions
Support decisions on product rationalization or portfolio optimization
Reporting & Data Management
Prepare dashboards andad-hoc financial analysisfor senior leadership
Prepares monthly commentary for Flash, Actual, Forecast, and Monthly Business Review, including all relevant templates
Provides bonus reporting toFinanceDirector& General Manager.
Monitors orders, sales, profit, and cash against the targetson a daily,weeklyand 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 toadvisethe Finance Manager/Directorimmediatelyof all errors, irregularities,or significant adjustments or journal entries as they occur.
Knowledge, Skills, and Abilities
EDUCATION
EXPERIENCE
5-8 years of experience in finance, preferably in manufacturing or industrialenvironment.
Strong experience in commercial finance, FP&Aor 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 &Webipreferred
COMPETENCIES
Strong Analytical skillsrequired- outstanding attention to detail
Excellent computer and technological skills, including highproficiencyinOneStreamand Microsoft Office Applications,preferred;Microsoft Excelexpertiserequired
Proven ability to synthesize complex and detailed data and information into the decision-making process
Proven ability to deep dive into details whilemaintaininga growth mindset capable of seeing the bigger picture
Proven ability toidentifyproblems and think independently about alternative ways to solve problems based on data analytics
Ability toidentifyand understand business constraints and opportunities by comparing data fromdifferent sources
Proactive thinking totake action to anticipatechanges 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 witha strong desireto learn.
Consistentlyoperatesat the highest level of integrity and is never willing to compromiseonethical standards.
Ability to build relationships at all levels within the organization.
Ability to organize multiple responsibilities and deliver results inan accurateandtimelymanner while adapting to changes in priorities.
Detailandprocess-oriented.
Self-starter witha strong senseof urgency andfollow-upskills.
Physical Environment and Environmental Factors
Regularlyworksin an office setting.
Frequently required to stand, sit, talk, and hear
Must be able to work in front of a computer fora large portionof the day
May occasionally liftto 20lbs
Travelup 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: https://www.idexcorp.com/careers/our-benefits-and-rewards/
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 lfcareers@idexcorp.com 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.
Job Family: Finance
Business Unit: Pulsafeeder EPO
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