SUMMARY OF JOB RESPONSIBILITIES:

The Global FP&A Manager is a strategic finance leader and business partner responsible for driving financial planning, forecasting, business performance analysis, and manufacturing cost accounting across the Americas while supporting global FP&A processes and reporting. This role partners closely with executive leadership, commercial teams, operations, supply chain, and regional finance leaders to deliver actionable insights, improve profitability, optimize working capital, and support data-driven decision-making.

In addition to leading FP&A activities for the Americas region, the Global FP&A Manager plays a key role in coordinating and consolidating global financial planning and reporting activities across the Americas, Europe, and Asia, ensuring alignment with business objectives and strategic priorities.

REPORTING TO: Global Director Finance & IT

DUTIES AND RESPONSIBILITIES:

Americas Financial Planning & Analysis:

• Lead the preparation, analysis, and reporting of key financial and operational metrics, including Orders, Sales, Gross Margin, Manufacturing Profit, EBITDA, and Working Capital.
• Own the monthly forecasting process, identifying business risks, opportunities, and key financial drivers.
• Prepare and facilitate monthly and quarterly business reviews with executive leadership, including:
  • Forecast-to-actual analysis
  • Profitability bridge analysis
  • Product and customer mix analysis
  • Pricing performance evaluation
  • Material inflation and cost impact analysis
• Lead the development of the Annual Operating Plan (AOP), including:
  • Revenue planning
  • Sourcing and procurement assumptions
  • Operations planning
  • Headcount planning
  • Operating expense budgeting
• Support long-range strategic planning and annual profitability assessments, including 80/20 analysis initiatives.
• Perform financial evaluations and return-on-investment (ROI) analysis for capital expenditures, productivity projects, and new product investments.
• Develop, enhance, and automate financial reporting and dashboards utilizing Power BI and other business intelligence tools.
• Deliver actionable financial and operational insights to support executive decision-making.

Global FP&A Support:

• Coordinate and consolidate key FP&A activities across the Americas, Europe, and Asia, including:
  • Monthly forecasts
  • Actual financial results
  • Annual Operating Plans
  • Strategic planning submissions
• Report daily business performance against forecast, with emphasis on Orders, Sales, and Gross Margin.
• Partner with regional finance leaders to standardize reporting, improve forecasting accuracy, and enhance analytical capabilities.
• Support global and regional leadership teams with ad hoc financial analyses, business cases, and strategic initiatives.
• Contribute to the continuous improvement of global FP&A processes, reporting tools, and performance management practices.
• Serve as a trusted advisor and coach to global Finance partners, developing organizational capabilities and promoting a culture of continuous improvement through simplification, automation, and the elimination of low-value activities.

Manufacturing Cost Accounting & Inventory Management:

• Lead inventory accounting and cost accounting activities for the Denver manufacturing facility.
• Maintain and enhance standard costing methodologies to ensure accurate product costing and financial reporting.
• Analyze manufacturing and inventory variances, identify root causes, and partner with operations leadership to implement corrective actions.
• Oversee inventory control processes, including:
  • Cycle count programs
  • Inventory reconciliation activities
  • Annual physical inventory processes
• Monitor inventory valuation, manufacturing performance, and cost trends to identify opportunities for operational improvement.
• Ensure compliance with internal controls, accounting policies, and financial reporting requirements.
• Maintain the accuracy and integrity of manufacturing and inventory-related financial data.

Leadership & Team Development:

• Manage, coach, and develop direct report staff, fostering professional growth and accountability.
• Promote a culture of continuous improvement, collaboration, and operational excellence.
• Serve as a trusted business partner across finance and operational functions.
• Model and reinforce IDEX values of Team, Trust, and Excellence in all interactions and decision-making.
• Support organizational initiatives that strengthen employee engagement, accountability, and performance.

EDUCATION AND EXPERIENCE:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; MBA, CPA/GAAP, or CMA preferred.
• 7+ years of progressive experience in financial planning & analysis, corporate finance, or operational finance within a manufacturing environment.
• Experience supporting manufacturing operations and cost accounting processes.
• Demonstrated experience leading budgeting, forecasting, and strategic planning processes.
• Strong financial modeling, analytical, and business partnering skills.
• Experience working within a global or multi-regional business environment preferred.
• Prior leadership or direct people management experience preferred.

Interpersonal Qualifications:

Success in this position requires the ability to build a strong partnership with the operations and finance team, and frequent communication with peers and management. These relationships must be built on respect, integrity, cooperation, teamwork and professionalism.

• Strong business partnership and communication skills.
• Ability to influence cross-functional teams and executive stakeholders.
• Exceptional analytical, problem-solving, and decision-making capabilities.
• Strong controllership mindset with high ethical standards.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.

ESSENTIAL FUNCTIONS:

The physical, mental, and visual demands, and work environment described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL, MENTAL, AND VISUAL DEMANDS:

• Majority of the time is spent sitting.
• Requires use of hands and arms at least 60% of the time.
• Lifting requirements are generally less than 10 lbs. manual lifting could reach the company maximum 50 lbs.
• Close vision, depth perception and the ability to adjust focus are necessary to perform the job functions.
• Abstract mental reasoning to analyze production and accounting information.

WORK ENVIRONMENT:

• Climate-controlled office environment, but some time is required on the manufacturing shop floor.
• Noise exposure is light to moderate.
• Overtime may be required to complete end of month work, quarterly reviews, and during the preparation of the annual operating plan.

KEY COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

• Safety and Security: The individual actively promotes and personally observes all safety procedures. The individual complies with Environmental, Safety, and Hazardous Communications requirements.
• Operational Excellence: The individual is dedicated to providing organizational systems for measuring work. The individual seeks to reduce variances in organizational processes.
• Interpersonal Skills: The individual remains open to other ideas and exhibits a willingness to try new things.
• Relationships with Others: The individual works effectively with others, including superiors and colleagues. The employee exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
• Problem Solving: The individual participates in the continuous improvement process by attending meetings and presenting problems and possible solutions to the appropriate personnel.
• Communication and Contact: The individual communicates effectively both verbally and written with superiors, colleagues, and individuals inside and outside the Company.
• Planning/Organizing: The individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
• Quality Control: The individual demonstrates accuracy, thoroughness, and monitors their own work to ensure quality. The individual delivers the highest quality products that meet the requirements of internal and external customers.
• Adaptability: The individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays, or unexpected events.
• Dependability: The individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance. The individual completes all duties as assigned, trains as required, and rotates into other departments as required.

This position is open until filled.

The compensation range represents the anticipated low and high end of the pay range for this position. Actual compensation will depend on factors such as experience, skills, and internal equity.

Total Rewards
The compensation range for this position is $109,800.00 - $164,600.00, 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/