Sr. Financial Planning & Analysis Manager

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.

Primary Function:

Sr. FP&A Manager is a strategic finance partner responsible for driving enterprise-wide financial planning, forecasting, and performance analysis. This role works closely with senior leadership, cross functional peers and other managers, to translate business strategy into financial outcomes, maximize revenue and profits, while navigating cost volatility—including dynamic tariff environments—with precision and foresight. The ideal candidate brings deep expertise in standard costing, inventory analytics, differentiated pricing strategies, and cost control frameworks to optimize profitability and operational resilience.

Primary Duties And Responsibilities:

Strategic Financial Planning & Analysis

• Lead the annual budgeting and rolling forecast processes, aligning financial plans with corporate strategy and market dynamics.
• Develop and maintain complex financial models incorporating macroeconomic variables, tariff scenarios, and cost structures.
• Conduct multi-scenario planning to assess the impact of tariff changes, supply chain disruptions, and regulatory shifts.
• Partner with business unit to optimize resource allocation, pricing strategies, and margin resilience.

Costing, Pricing & Inventory Analytics

• Oversee the development, maintenance, and governance of standard costing models across product lines and geographies.
• Lead inventory analysis to monitor valuation accuracy, turnover efficiency, and working capital impact.
• Implement differentiated and incremental pricing strategies to support margin optimization and competitive positioning.
• Collaborate with Operations and Supply Chain to assess landed costs, BOM variances, and cost-to-serve metrics.
• Design and enforce cost control frameworks, identifying savings opportunities and driving accountability across functions.

Application of Pareto  principle 80/20

• Key Driver Analysis
• Cost Optimization
• Identify the top 20% of products/customers driving 80% of revenue or profit.
• Use BI tools to visualize and communicate trends and analysis of profitability insights.
• Pinpoint the 20% of activities causing 80% of costs.
• Recommend targeted efficiency improvements and cost controls.

Tariff & Cost Volatility Management

• Map exposure to tariff-sensitive inputs across SKUs, suppliers, and regions.
• Quantify gross margin sensitivity and build mitigation strategies including alternate sourcing, bonded warehousing, and cost pass-through modeling.
• Present executive-ready insights on tariff risk, financial resilience, and strategic trade-offs.

Performance Reporting

• Own monthly and quarterly performance reviews, delivering clear, data-driven narratives to senior leadership.
• Design and maintain dashboards and KPIs that track financial health, operational efficiency, and strategic initiatives.
• Distill complex financial concepts into compelling recommendations for SLT and stakeholders.

Emerging Markets

• Regional Financial Modeling - Build and maintain localized financial models for Emerging Markets
• Develop multi-scenario forecasts to reflect political risk, supply chain fragility, and demand uncertainty.
• Pricing & Cost Structure Optimization -Collaborate with regional commercial teams to tailor pricing strategies to local market dynamics.
•  Analyze cost-to-serve across geographies, factoring in logistics, tariffs, and labor costs.
• Recommend differentiated pricing models to protect margins while remaining competitive.

Team Leadership & Development

• Mentor and manage FP&A team, fostering a culture of analytical rigor, accountability, and continuous improvement.
• Champion talent development, succession planning, and cross-functional collaboration within the finance organization.

Education And/Or Experience Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, and MBA highly preferred.
• 8+ years of progressive FP&A experience, ideally in global or tariff-sensitive manufacturing industries.
• Proven ability to influence strategic decisions through financial insight, Standard costing expertise, and scenario modeling.
• Mastery of financial systems and tools (JDE, Onestream, Power BI).
• Exceptional communication skills with a track record of executive engagement and cross-functional leadership.

Work Environment Requirements:

• 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 needed for close detail work and computer use.
• General manufacturing, warehouse and office environment.

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. 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.

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. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.