Senior Commerical Finance Analyst

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.

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)

• Commercial & 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 Administrative teams
  Responsible for department spending analysis for Commercial/Sales, Engineering and Administrative teams
  Provide financial guidance on customer contracts, rebates and incentives
  Partner with the Product Management team for the cost analysis of new product development / major product revisions and assist with business case justification for strategic initiatives and capital expenditures
  Challenge assumptions and provide data-driven recommendations

• Forecasting & Planning
  Lead SIOP process for the business, facilitating 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
  Lead 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
  Owes the Commercial Finance Reporting – Product Line / Customer Profitability (8020) analysis
  Identify underperforming accounts/product 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
  Prepare monthly commentary for Flash, Actual, Forecast, and Monthly Business Review, including all relevant templates
  Prepare bonus reporting to Finance Director & General Manager
  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

Knowledge, Skills, And Abilities

• Educational Background
  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
  Strong Excel skills
  Experience with ERP (JDE), 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 deeply 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
  Proven 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.
May occasionally lift up to 20 lbs.
Travel up to 4x per year to Florida location.

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 plans.

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: here.

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

Pulsafeeder

Talent Acquisition Team

lfcareers@idexcorp.com