IDEX Financial Planning & Analysis Mgr. (Greater Waterloo/Cedar Falls Area) in Cedar Falls, Iowa

Location:

406 State Street

Cedar Falls, Iowa, 50613-3343

United States

Business Unit: IDEX

Title: Financial Planning & Analysis Mgr. (Greater Waterloo/Cedar Falls Area)

Function: Finance

Description:

JOB TITLE:

-Financial Planning & Analysis Mgr., Fields Group

FIELDS GROUP BUSINESS UNITS:

-Fluid & Metering Technologies Segment (Viking Pump, Warren Rupp,

Gast/JUN-AIR)

-Material Processing Technologies Segment (Fitzpatrick, Matcon,

Microfluidics, Quadro)

-Energy Segment (Corken, SAMPI, Toptech Systems)

REPORTS TO:

-Group Vice President of Finance & IT, Fields Group

SCOPE OF ROLE:

-The Financial Planning & Analysis Mgr. will be responsible for all

financial activities pertaining to budgeting, forecasting and financial

analysis of the Income Statement and Working Capital

-This FP&A manager position allows for excellent exposure and growth

within the organization; this position will report to the Group Finance VP

and will be based out of a Fields Group manufacturing location or IDEX

Corporate Offices located in Lake Forest, IL

POSITION SUMMARY:

-This position will ultimately support this vertical’s FP&A strategy to

maximize the combined strengths of Viking Pump, Warren Rupp, Gast/JUN-AIR;

Fitzpatrick, Matcon, Microfluidics, Quadro; Corken, SAMPI & Toptech

Systems ($750M in combined revenue) to provide better solutions, expand

margins and generate strong cash flow

-He/she will develop, analyze and interpret statistical and FP&A

information in order to appraise operating results in terms of

profitability, performance, operational excellence and other criteria that

directly reflect the fiscal soundness and operating effectiveness of the

business group

POSITION RESPONSIBILITIES:

-An operational understanding of business units to be able to identify and

convey financial risks and opportunities

-Attend Fields Group Quarterly Operating Review meeting and support prep of

QOR Corporate meeting

-Participate in training, seminars, and workshops (as deemed necessary)

-Build successful partnerships with corporate finance, Business Unit

finance leaders and Business Unit FP&A leaders

-Consolidate and roll up monthly forecasts for the Industrial and Energy

groups

-Drive process improvements in planning, budgeting, forecasting, and

managerial reporting

-Examine, analyze and interpret financial data to determine trends and gaps

within the results

-Monthly Financial Reporting Scorecard

-Participate in the annual 3-year strategic planning and annual operating

planning (AOP) processes including establishing assumptions, spreadsheet

modeling, consolidation, and analysis and presentation preparation

-Perform other related duties and involvement in special projects when

required

-Prepare ad-hoc financial analysis to assist in management decisions

-Weekly monitoring of Orders, Sales, Profit, Working Capital and Cash

against targets

COMPETENCIES, SKILLS, & ABILITIES:

-A keen business sense, including a deep understanding of markets,

customers and competitors

-A propensity to work collaboratively with virtual teams and processes that

transcend international regions

-Ability to analyze the details, but also to be able to step back and “look

at the big picture”

-Demonstrates the ability to persuade others to achieve excellence and to

foster an environment of openness and teamwork in a supportive manner that

facilitates his/her ability to achieve results

-Excellent analytical and forecasting skills and the ability to translate

complex situations into information that will support the profitability and

growth of the business

-Highly perceptive, forthright individual with high integrity and sound

judgment

-Is a strategic thinker/problem solver who can effectively interface with

all levels of employees in an international environment

-Maintains an in-depth understanding of accounting principles, practices,

procedures, and controls on manual and automated systems, and the ability

to exercise independent judgment within established systems and procedures

-Outstanding oral and written communication skills, which includes active

listening

-Self-confident in his /her own abilities, who is always available to coach

or counsel others

Qualifications:

EDUCATION, EXPERIENCE, & QUALIFICATIONS:

-Bachelor's Degree (preferably in accounting, business, economics, or finance)

-5-10 years of progressive accounting/finance experience; manufacturing experience and previous FP&A experience is a plus

-CPA and/or MBA preferred

-Advanced level of experience with Hyperion

-Self-starter, strong desire for getting results and willingness to learn

-Able to multi-task while being detail-oriented

-Manage multiple projects and meet deadlines under pressure

-Excellent interpersonal and communication/presentation skills

-Must be a team player and willing to step in and help out on projects when necessary

-Available to travel around 20-25% of the time

-Intermediate to advanced proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.)

CORPORATE OVERVIEW:

IDEX Corporation is a leading manufacturer of diversified products in industries ranging across health, science, safety, fire, and fluidics. Operating in 24 countries, IDEX is an innovative and rapidly growing company, focused on delivering excellence through diverse, winning teams. With a strong reputation for providing career growth opportunities, IDEX is a lean, non-bureaucratic and high performing environment. We’re a global provider of applied solutions serving a variety of markets. These include life science and medical technologies, process industry and infrastructure related applications, industrial/municipal fire, and rescue - to name just a few.

IDEX is an equal opportunity employer Minorities/Females/Protected Veterans/Disabled

REQ ID: 2094