Sr. Finance Analyst- Commercial

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 (Po