Financial Planning & Analysis Manager
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. No Job ID. Remove boilerplate: EEO, accommodation, etc. Also remove application instructions. Keep substantive info. We need to parse the posting. Content: Intro paragraph: "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." That's about the role/company. Could be "About the role" or maybe "About the company". Use heading "About the role". We'll put that paragraph(s) in
. Then "Primary Function" paragraph: "This individual will oversee the financial consolidation, forecast, budgeting, and integrity of the accounting and finance systems and financial reporting functions for the Viking Industrial businesses. Provide support and direction to the Finance Managers and Senior Leadership Team. Direct and maintain a financial reporting system that provides Corporate Management with appropriate financial and operating information. Develop, analyze and interpret KPI and financial information to report, budget, and forecast operating results in terms of profitability, performance, operational excellence and other criteria that reflect the fiscal soundness and operating effectiveness of the organization. Maintain strong focus on commercial analysis of performance and market drivers. Oversee the Sr. Data Analyst member of the Finance team." That's responsibilities. Could be part of Responsibilities. Then "Daily/Weekly Primary Duties and Responsibilities:" then list of duties. We'll extract each bullet. List items: - Oversee financial reporting for the Viking businesses including monitoring orders, sales, standard margin, cost center spend and working capital against forecast on a daily, weekly and monthly basis. - Analyze financial variances and develop narratives to communicate expected results to senior management. - Monthly/Yearly Coordinate the monthly consolidation of the financial statements in accordance with US GAAP and IDEX Corporate requirements. - Analyze monthly business performance and develop executive commentary on orders, sales, profitability, and working capital variance drivers. - Lead the consolidation of the monthly forecast and ensure the completeness thereof including: - Own orders, sales, standard margin and ESA cost center forecasting - Coordinate alignment between commercial and operation business partners - Prepare commentary and presenting risks and opportunities to senior management - Ownership of supporting KPIs used by IDEX to understand financials - Targeted growth revenue reporting and forecasting; partner with commercial and senior leadership - Own monthly and annual pricing processes, including reporting, forecasting, and variance analysis; partner with commercial leadership and the Product Pricing Manager as necessary - Calculate monthly sales mix impacts - Responsibility for inflation reporting, including direct and indirect inflation. - Prepare Quarterly and Monthly Business Review templates, including preparing results commentary, updating KPI results and coordinating corrective action plans from business partners as needed. - Support 8020 by preparing and analyzing segment and product P&Ls - Annually partner with business unit leadership to convert strategic plans (STRAT) into financial targets - Annually coordinate and own the annual operating plan (AOP) process. - Advanced Macro environment analysis of market trends, economic indicators, and business cycles, partnering with global commercial leaders to identify risks, opportunities, and implications for forecasts and strategic plans. - Other: Provide ad-hoc financial analysis, reporting and training when needed. We need to decide how to format. Use
- for any list of duties/requirements/benefits. So we can have a
- for responsibilities.
Then "Education And/or Experience Requirements" list:
- B.S. or B.A. in Accounting, Finance or another related field.
- CPA, CMA or MBA a plus.
- 7-10 years’ experience in a similar-sized, multi-site operation, including manufacturing.
- Consolidation of international operations, preferred.
- Management experience in finance, accounting, and manufacturing accounting.
- Experience in a process focused organization (Six Sigma, Lean and Value Streams).
- Experience with OneStream and JDEdwards preferred.
- Proven track record, demonstrated by progressive level of growth in responsibility.
Then "Other Special Requirements" includes certain positions require access to controlled goods etc. That's a note about US Persons. Might be considered a requirement but it's a special requirement. Could be part of Requirements or Qualifications. We'll include as a bullet under Requirements maybe.
Then list of abilities: "Ability to initiate and drive positive change in an organization. Operations and commercial literacy. Effective communication skills, both written and verbal. Superior knowledge of, and skills in, personal computer spreadsheet operations. Strong business acumen and analytical skills. Ability to gather, analyze and present data. Ability to supervise and direct employees on financial and system projects. Ability to provide direction and establish priorities for direct reports as well as provide proper feedback and critical evaluations of personal and departmental performance. Goal oriented self-starter. Strong leadership skill set."
These are skills/competencies. Could go under Skills.
Then "Computer Skills" bullet list:
- Proficient with Microsoft Office products including, but not limited to, Word, Excel, and Outlook.
- Familiarity with PowerBI and Microsoft CoPilot preferred.
- JDEdwards, OneStream and Webi reporting working knowledge.
Then "Work Environment Requirements" list:
- Ability to move within office and manufacturing complex.
- Perform general office functions.
- Ability to communicate by speech and hearing via phone and in person.
- Visual acuity is needed for close detail work and computer use.
- General manufacturing, warehouse and office environment.
Then "Organizational Relationships" paragraph: "Must have the ability to effectively communicate with customers, suppliers and all levels of corporate and company personnel. Viking Pump General Manager, Senior Leadership Staff, Departmental Managers and Supervisors IDEX Executive Office, mainly the IDEX Finance Team. Viking Pump International Subsidiaries personnel. Other IDEX business units, including Finance Teams."
That's maybe not needed as a separate section; could be part of Responsibilities or Skills. But we can include as a paragraph under Responsibilities maybe.
We must not include boilerplate: EEO, accommodation, contact, etc. Also remove "Job Family: Finance Business Unit: Viking Pump" maybe minor metadata; we can fold into a short p or drop. Probably drop.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. No pay, schedule, benefits mentioned. So omit those sections.
We must not create sections with filler. So we will include sections: About the role, Responsibilities, Requirements, Skills, Work Environment (maybe). Could also include Qualifications but we have Requirements covering education/experience; Skills separate. Qualifications maybe not needed.
We need to decide headings: About the role, Responsibilities, Requirements, Skills, Work Environment.
Check if any content for Benefits, Pay, Schedule: none.
Now produce HTML fragment.
Structure:
- ... ...
- ... ...
- ... ...
- ... ...
- for any list of duties/requirements/benefits, and
for prose. So we can have prose for Primary Function then list for daily/weekly duties. But we could also combine all responsibilities into list. Safer: treat Primary Function as prose (
) then list for Daily/Weekly duties. Thus:
Responsibilities
This individual will oversee the financial consolidation, forecast, budgeting, and integrity of the accounting and finance systems and financial reporting functions for the Viking Industrial businesses. Provide support and direction to the Finance Managers and Senior Leadership Team. Direct and maintain a financial reporting system that provides Corporate Management with appropriate financial and operating information. Develop, analyze and interpret KPI and financial information to report, budget, and forecast operating results in terms of profitability, performance, operational excellence and other criteria that reflect the fiscal soundness and operating effectiveness of the organization. Maintain strong focus on commercial analysis of performance and market drivers. Oversee the Sr. Data Analyst member of the Finance team.
- Oversee financial reporting for the Viking businesses including monitoring orders, sales, standard margin, cost center spend and working capital against forecast on a daily, weekly and monthly basis.
- Analyze financial variances and develop narratives to communicate expected results to senior management.
- Coordinate the monthly consolidation of the financial statements in accordance with US GAAP and IDEX Corporate requirements.
- Analyze monthly business performance and develop executive commentary on orders, sales, profitability, and working capital variance drivers.
- Lead the consolidation of the monthly forecast and ensure the completeness thereof including:
- Own orders, sales, standard margin and ESA cost center forecasting
- Coordinate alignment between commercial and operation business partners
- Prepare commentary and presenting risks and opportunities to senior management
- Ownership of supporting KPIs used by IDEX to understand financials
- Targeted growth revenue reporting and forecasting; partner with commercial and senior leadership
- Own monthly and annual pricing processes, including reporting, forecasting, and variance analysis; partner with commercial leadership and the Product Pricing Manager as necessary
- Calculate monthly sales mix impacts
- Responsibility for inflation reporting, including direct and indirect inflation.
- Prepare Quarterly and Monthly Business Review templates, including preparing results commentary, updating KPI results and coordinating corrective action plans from business partners as needed.
- Support 8020 by preparing and analyzing segment and product P&Ls
- Annually partner with business unit leadership to convert strategic plans (STRAT) into financial targets
- Annually coordinate and own the annual operating plan (AOP) process.
- Advanced Macro environment analysis of market trends, economic indicators, and business cycles, partnering with global commercial leaders to identify risks, opportunities, and implications for forecasts and strategic plans.
- Provide ad-hoc financial analysis, reporting and training when needed.
About the role
Intro paragraph(s).
Responsibilities
Requirements
Skills
Work Environment
containing the whole paragraph. Paragraph: "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." Now Primary Function paragraph maybe could be part of Responsibilities. We'll include it as first bullet or as a paragraph before list? The instruction: Use