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IDEX Senior Financial Analyst in Waterloo, Ontario

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 ( around the globe, chances are, we have something special for you.


This rewarding role will work closely with business leaders to provide impactful financial information and drive business performance. This role supports the IDEX Material Processing Technologies family of businesses which deliver the optimized technology to our customers to achieve consistent, repeatable results in critical and precision liquid and powder handling applications.

The Senior Financial Analyst will report directly to the Director of Finance, partnering on strategic business initiatives and providing insight into key operational performance and commercial metrics. IDEX MPT is committed to providing this role with strong career development opportunities and the ability to collaborate cross-functionally.


  • Lead analysis to understand product and system manufacturing profitability by understanding and communicating projects costs as related to material, labor and overhead

  • Utilize project cost analyses to assist in preparation of commercial quotes

  • Help preparation monthly forecast and QBR (Quarterly Business Review) for functional areas of the business and related subsidiaries

  • Participates in the annual strategic planning and budgeting processes including establishing assumptions, spreadsheet modeling, consolidation, analysis, and presentation preparation

  • Prepares ad-hoc financial analysis to support senior management decisions

  • Monitors orders, sales, profit, and cash against the targets on a weekly basis

  • Responsible for Working Capital and department spending analysis

  • Extracts financial data from various finance and information systems including OneStream and Visual

  • Advise the Director of Finance immediately of all errors, irregularities or significant adjustments or journal entries (as they occur)

  • Lead costing analysis of new products / major product revisions

  • Perform initial ROI analysis on major capital expenditures and coach non-finance managers on investment decisions

  • Lead commercial finance analyses, supporting Business Line Leads and Commercial Teams with detailed and timely analysis of customer/market performance

  • Accounting activities to include assisting with month end close, with a focus on inventory, costing, P&L and Mix Analysis


Must Have:

  • Degree in Accounting, Finance or Economics

  • 4 years related finance experience in a manufacturing setting

  • Solid working knowledge of Generally Accepted Accounting Principles (GAAP) and SOX

  • Experience with large sets of data – analyzing, interpreting and presenting to non-Finance personnel

  • Strong written and verbal communications skills; ability to interact clearly and confidently with all levels in the organization

  • High level of integrity and ethical standards

  • Advanced Excel skills

Nice to Have:

  • CPA or master’s degree

  • Visual ERP experience

  • Experience with Lean or Six Sigma

  • 8020 Operating Model experience

  • Project or Job Shop Manufacturing experience

Physical Environment & Environmental Factors for this role include:

  • 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 up to 20 pounds

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

IDEX is an Equal Opportunity Employer and Affirmative Action Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws (Minorities/Females/Protected Veterans/Disabled).

IDEX (NYSE: IEX) is a company that has undoubtedly touched your life in some way. In fact, IDEX businesses make thousands of products that are mission-critical components in everyday activities. Chances are the car you’re driving has a BAND-IT® clamp holding your side airbag safely in place. If you were ever in a car accident, a Hurst Jaws of Life® rescue tool may have saved your life. If you or a family member is battling cancer, your doctor may have tested your DNA in a quest to find the best targeted medicine for you. It’s likely your DNA test was run on equipment that contains components made by our growing IDEX Health & Science team.