Senior Commerical Finance Analyst

About this role

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.

Position Summary   

The Senior Commercial Finance Analyst partners with sales, operations, and executive leadership to drive financial performance, improve profitability, and support strategic decision-making. This role focuses on pricing, margin optimization, customer profitability, and commercial strategy within a complex industrial manufacturing environment .   The   role provides support to the Finance and Commercial teams and reports to the Director of Finance &   IT.     

  Salary Range: $90,000–$100,000 per year. Location: Hybrid role at Pulsafeeder site in Rochester, NY

Essential Functions    Commercial & Financial Analysis  

• Analyze revenue, margins and profitability across products,   customers   and regions  

• Provide   actionable insights   into   pricing, discounting, and contract performance  

• Support monthly close with variance analysis (price, volume,   mix   and cost drivers)  

• Leads the design, development, deployment ,   and maintenance of internal   commercial finance reports .   

Pricing & Margin Management  

• D evelop and   maintain   pricing models aligned with market conditions and cost inputs   in partnership with Commercial & Product Management teams  

• Partner with sales to evaluate pricing strategies and bid proposals   for project orders. Partner to improve bidding process based on contribution margin for projects.   

• Monitor margin performance and   identify   leakage or improvement opportunities  

• Support annual price increase processes and customer negotiations  

• Track price realization vs target and   identify   corrective actions needed  

Sales & Business Partnering  

• Act as a finance business partner to   Commercial/Sales , Engineering and Admin   teams  

• Responsible for department spending analysis   for Commercial/Sales, Engineering and Admin.   

• Provide   financial guidance on customer contracts,   rebates   and incentives  

• Partners with the Product Management team for the cost analysis of new product development / major product revisions and   assists   with business case justification for strategic initiatives and capital expenditures  

• Challenge assumptions and provide data-driven recommendations  

Forecasting & Planning  

• Leads the SIOP process for the business,   facilitating   the Demand Planning and Supply Planning reviews as well as the Executive SIOP meeting   on a monthly basis  

• Lead   Orders   and Backlog   forecasting (monthly, quarterly, annual , and daily/weekly pulses ) . Support Sales forecasting with timing and probability of Orders  

• Contribute to budgeting and long-range planning processes  

• Build scenario models for demand fluctuations, cost   changes   and pricing strategies  

• Analyze risks and opportunities against forecast  

• Drive   continuous improvement and   simplification improving daily & monthly reporting as   MBRs , QORs & AOP.  

• Leads the annual budgeting process including establishing assumptions, spreadsheet modeling, consolidation,   analysis   and presentation preparation.   

• Supports aspects of the annual strategic planning process as assigned.   

Customer & Product Profitability  

• Develop and   maintain   customer profitability models  

• Analyze product mix and SKU-level margins  

• Owns the Commercial Finance Reporting – Product Line / Customer Profitability (8020) analysis  

• Identify   underperforming accounts/products   through 8020 analysis   and recommend corrective actions  

• Support decisions on product rationalization or portfolio optimization  

Reporting & Data Management  

• Prepare dashboards and   ad-hoc financial analysis   for senior leadership  

• Prepares monthly commentary for Flash, Actual, Forecast, and Monthly Business Review, including all relevant templates  

• Provides bonus reporting to   Finance   Director   & General Manager .  

• Monitors orders, sales, profit, and cash against the targets   on a daily,   weekly   and monthly basis .  

• Maintains tracking on critical KPIs related to Commercial performance and supports teams in root cause/countermeasure when KPIs are missed  

• Automate and improve reporting processes using BI tools  

• Ensure data accuracy across ERP ,   financial systems , and reporting  

• Translate complex financial data into clear business insights  

• Expected to   advise   the Finance Manager /Director   immediately   of all errors, irregularities ,   or significant adjustments or journal entries as they occur.  

Knowledge, Skills, and Abilities   

EDUCATION  

• Bachelor’s   Degree in   Finance , Accounting, Economics, or related field  

EXPERIENCE  

• 5-8 years of experience in finance, preferably in manufacturing or industrial   environment .   

• Strong experience in commercial finance, FP& A   or pricing  

• Experience building and managing large data models – data manipulation  

• Experience in preparing, analyzing, and implementing accounting and reporting requirements.  

• Strong Excel skills  

• Experience with ERP   (JDE)   system , Power BI &   Webi   preferred  

COMPETENCIES  

• Strong Analytical skills   required   – outstanding attention to detail  

• Excellent computer and technological skills, including high   proficiency   in   OneStream   and Microsoft Office Applications ,   preferred ;   Microsoft Excel   expertise   required  

• Proven ability to synthesize complex and detailed data and information into the decisi

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