advertising | Financial Planning & Analysis Mgr. (Greater Chicago/Lake Forest Area) in Lake Forest, IL

Financial Planning & Analysis Mgr. (Greater Chicago/Lake Forest Area)

  • IDEX Corporation
  • $87,650.00 - 179,660.00 / Year *
  • 110 S Suffolk Ln
  • Lake Forest, IL 60045
  • Full-Time
save job button



Location:

1925 West Field Court, Suite 200

Lake Forest, Illinois, 60045

United States

Business Unit: IDEX

Title: Financial Planning & Analysis Mgr. (Greater Chicago/Lake Forest 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 allfinancial activities pertaining to budgeting, forecasting and financialanalysis of the Income Statement and Working Capital
* This FP&A manager position allows for excellent exposure and growthwithin the organization; this position will report to the Group Finance VPand will be based out of a Fields Group manufacturing location or IDEXCorporate Offices located in Lake Forest, IL

POSITION SUMMARY:

* This position will ultimately support this vertical's FP&A strategy tomaximize the combined strengths of Viking Pump, Warren Rupp, Gast/JUN-AIR;Fitzpatrick, Matcon, Microfluidics, Quadro; Corken, SAMPI & ToptechSystems (~$750M in combined revenue) to provide better solutions, expandmargins and generate strong cash flow
* He/she will develop, analyze and interpret statistical and FP&Ainformation in order to appraise operating results in terms ofprofitability, performance, operational excellence and other criteria thatdirectly reflect the fiscal soundness and operating effectiveness of thebusiness group

POSITION RESPONSIBILITIES:

* An operational understanding of business units to be able to identify andconvey financial risks and opportunities
* Attend Fields Group Quarterly Operating Review meeting and support prep ofQOR Corporate meeting
* Participate in training, seminars, and workshops (as deemed necessary)
* Build successful partnerships with corporate finance, Business Unitfinance leaders and Business Unit FP&A leaders
* Consolidate and roll up monthly forecasts for the Industrial and Energygroups
* Drive process improvements in planning, budgeting, forecasting, andmanagerial reporting
* Examine, analyze and interpret financial data to determine trends and gapswithin the results
* Monthly Financial Reporting Scorecard
* Participate in the annual 3-year strategic planning and annual operatingplanning (AOP) processes including establishing assumptions, spreadsheetmodeling, consolidation, and analysis and presentation preparation
* Perform other related duties and involvement in special projects whenrequired
* Prepare ad-hoc financial analysis to assist in management decisions
* Weekly monitoring of Orders, Sales, Profit, Working Capital and Cashagainst 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 thattranscend international regions
* Ability to analyze the details, but also to be able to step back and \"lookat the big picture\"
* Demonstrates the ability to persuade others to achieve excellence and tofoster an environment of openness and teamwork in a supportive manner thatfacilitates his/her ability to achieve results
* Excellent analytical and forecasting skills and the ability to translatecomplex situations into information that will support the profitability andgrowth of the business
* Highly perceptive, forthright individual with high integrity and soundjudgment
* Is a strategic thinker/problem solver who can effectively interface withall 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 abilityto exercise independent judgment within established systems and procedures
* Outstanding oral and written communication skills, which includes activelistening
* Self-confident in his /her own abilities, who is always available to coachor 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*

Associated topics: bi, business intelligence, consult, financial analytic, financial reporting analyst, inspect, investment analyst, investment banking, legal, valuation analyst


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.