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 - Develop 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.
- 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
Total RewardsThe 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 PackageOur 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/
This posting is for an existing vacancy.
Artificial intelligence is not used to screen, assess or select applicants.
