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Sr. Finance Analyst- Commercial

Roles & Responsibilities

  • Bachelor’s degree in Finance, Accounting, or related business discipline.
  • 3–5 years of professional accounting or finance experience, including financial analysis and preparation of accounting and financial reports.
  • Working knowledge of GAAP and ability to research and apply relevant accounting pronouncements.
  • Strong understanding of SOX requirements.

Requirements:

  • Deliver financial reporting, forecasting, and analysis to support profitability and growth, with primary focus on IHS sales consolidations to ensure accurate forecasting and actionable insights.
  • Develop and maintain quarterly, annual, monthly, and weekly sales forecasts; analyze actual performance and explain variances; utilize forecast inputs; coordinate cross-functional forecast inputs and validation; communicate forecast updates to site partners and finance teams.
  • Partner with Sales and Product leaders to strengthen forecasting accuracy and recommend actions when results deviate from expectations; coordinate cross-functional forecast inputs with Sales, Customer Service, Customer Advocates, and Product Management.
  • Support monthly business reviews through KPI tracking, performance insights, and root‑cause/countermeasure activities; participate in Power BI data initiatives, data consolidation, reconciliation, and reporting improvements; lead or participate in special projects.

Job description

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.

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 (https://www.idexcorp.com/our-businesses/business-segments/) around the globe, chances are, we have something special for you.

JOB TITLE:                  Senior Finance Analyst - Commercial

REPORTING TO:         Finance Manager

LOCATION:                  Remote

ITAR/EAR CRITERIA:

Certain positions with IDEX Corporation and its business units require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, U.S. national, lawful permanent resident, or an individual who has been granted refugee or asylum status.

Who is IDEX Health & Science (IH&S)?

As a business unit of IDEX Corporation, IH&S has a long history of driving growth in life sciences and healthcare by embracing innovation and redefining the supplier-customer relationship. The work we do every day allows us to discover key insights and break new ground to create some of the most meaningful technologies that have a lasting impact on companies, industries, and society.

ESSENTIAL DUTIES:

The Senior Finance Analyst- Commercial is a key member of the Commercial Finance team within IDEX Health & Science (IH&S). This role delivers financial reporting, forecasting, and analysis to support profitability and growth. Primary focus is on IH&S sales consolidations ensuring accurate forecasting and actionable insights to drive business performance.

Responsibilities Include:

  • Sales Forecasting & Analysis
    • Develop and maintain quarterly, annual, monthly, and weekly sales forecasts for IH&S.
    • Analyze actual sales performance and provide clear explanations of variances against forecast.
    • Utilize customer forecast inputs, market intelligence, backlog information, and demand trends to produce accurate customer‑level sales projections, including considerations for projects, seasonality, and other key business drivers.
    • Partner with Sales and Product leaders to strengthen sales forecasting accuracy and recommend actions when results deviate from expectations.
    • Coordinate cross‑functional forecast inputs and validation with Sales, Customer Service, Customer Advocates, and Product Management. Communicate forecast updates, drivers, and variances to site partners in Bristol, Middleboro, Rohnert Park, and to site Finance teams.
  • Business Performance, Reporting & Special Projects
    • Support monthly business reviews through preparation, KPI tracking, performance insights, and root‑cause/countermeasure activities.
    • Participate in Power BI data initiatives, including ongoing consolidation, reconciliation, and reporting improvements and Sprints.
    • Leads and/or participates in special projects and assignments.

EDUCATION AND EXPERIENCE:

  • Bachelor’s degree in Finance, Accounting, or a related business discipline.
  • 3–5 years of professional Accounting or Finance experience, including financial analysis and preparation of accounting and financial reports.
  • Working knowledge of GAAP, with the ability to research and apply relevant accounting pronouncements.
  • Strong understanding of SOX requirements.
  • Experience in Commercial Finance and/or FP&A preferred.
  • Proficiency with ERP and reporting systems; JD Edwards, OneStream, and Power BI strongly preferred.
  • Experience using Business Intelligence tools (Power BI or similar) is highly desirable.
  • Excellent verbal and written communication skills with the ability to collaborate effectively across functions.
  • Experience working with remote and global teams in a virtual environment.

Location:

This position is a remote role; however, we are seeking candidates who reside within reasonable proximity to an IDEX Health & Science (IH&S) location. While day‑to‑day work is performed remotely, occasional on‑site collaboration, training, or team events may be required. Applicants should be located close enough to commute to an IH&S facility when needed.

TOTAL REWARDS (May Vary by State)
While the full compensation range for this role is listed below, our anticipated hiring range is $90,000–$105,000. This projected range is an estimate and will vary based on each candidate’s experience and qualifications, so it is not a guaranteed offer amount. This position may also be eligible for a performance-based bonus plan.

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?

Total Rewards

The compensation range for this position is $88,200.00 - $132,200.00, depending on experience. This position may be eligible for performance based bonus plan.

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: https://www.idexcorp.com/careers/our-benefits-and-rewards/

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.

This posting is for an existing vacancy.

Artificial intelligence is not used to screen, assess or select applicants.

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