Financial Analyst

IDEX - Ocala, FL

Full-time - Entry Level

Ocala, FL

Machinery Manufacturing

About the position

The Fire & Safety Financial Analyst position at IDEX is a pivotal role that involves analyzing and reporting financial and operational performance data across various platforms for regional and group management. This role is integral to supporting financial consolidations and organizing business analytics to track key initiatives and performance drivers. The position offers an opportunity to gain knowledge of U.S. GAAP, manufacturing and financial reporting, Sarbanes-Oxley compliance, and business operations within a growth-oriented environment. As a member of the Fire & Safety accounting team, the Financial Analyst will collaborate with global business units, regional and group finance, and other functional leaders to ensure accurate financial reporting and analysis. In this role, the Financial Analyst will participate in the group-level month-end close process, which includes consolidations, analytics, and reporting. They will prepare monthly business review analytics and monitor key performance indicator (KPI) trends to provide insights into business performance. The analyst will also be involved in the preparation of the annual budget and periodic forecasts, conducting actual versus budget and forecast analyses to identify and analyze fluctuations. Developing proficiency with IDEX Operating Model modules such as DMM, MBR, and 8020 is essential to effectively communicate and maintain consistency in the company's culture and operations. Additionally, the analyst will work closely with cross-functional teams to calculate and monitor KPI trends and will be responsible for other duties and ad hoc analyses as assigned.

Responsibilities

• Participate in the group level month-end close process, including consolidations, analytics and reporting.
• Prepare monthly business review analytics and monitor KPI trends.
• Prepare and review various daily/weekly operating metrics to monitor business performance.
• Participate in the preparation of the annual budget and periodic forecasts.
• Prepare actual versus budget and forecast analyses and analyze fluctuations.
• Develop proficiency with IDEX Operating Model modules (DMM, MBR, 8020) to ‘speak the language', apply the tools and maintain consistency in communication and culture.
• Work closely with cross functional team to calculate and monitor trends of KPI's.
• Other duties and ad hoc analyses as assigned.

Requirements

• Degree in Accounting or Finance - CPA, CMA, or MBA a plus.
• Entry level position, prefer at least 1 year accounting experience but not required.
• Organized and able to prioritize tasks/objectives.
• High level of verbal and written communication skills to work with global teams to analyze data and present results.
• Consistently operate at a high level of integrity and uphold relevant controls.
• Proficiency in MS Office applications (advanced Excel) required.
• Knowledge of Onestream, Power BI and JDE / ERP systems is a plus.