Manager, Global FP&A

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.

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.
        • Making Manufacturing Cost Accounting & Inventory Management Decisions:
          • 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.
        • Leading and Developing a Team:
          • 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.
      • 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

      • 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.

      Key Competencies

      • Safety and Security: Promotes and personally observes all safety procedures. Complies with Environmental, Safety, and Hazardous Communications requirements.
      • Operational Excellence: Provides organizational systems for measuring work. Seeks to reduce variances in organizational processes.
      • Interpersonal Skills: Works effectively with others, including superiors and colleagues. Exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
      • Relationships with Others: Works effectively with others, including superiors and colleagues. Exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
      • Problem Solving: Participates in the continuous improvement process by attending meetings and presenting problems and possible solutions to the appropriate personnel.
      • Communication and Contact: Communicates effectively both verbally and written with superiors, colleagues, and individuals inside and outside the Company.
      • Planning/Organizing: Prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
      • Quality Control: Demonstrates accuracy, thoroughness, and monitors their own work to ensure quality. Delivers the highest quality products that meet the requirements of internal and external customers.
      • Adaptability: Adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays, or unexpected events.
      • Dependability: Completes all duties as assigned, trains as required, and rotates into other departments as required.

      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.

      Job Family

      Finance

      Business Unit

      Band-It