IDEX Corporation

Inside Sales

• Drive and support sales opportunities through CRM and ABM systems
• Collaborate with Business Development teams on leads and opportunities
• Identify and quantify new business opportunities; lead mining
• Complete distributor quotes per request of Sales and BD
• Review CRM activity and enter document and account information for leads and projects
• Proactively search targeted construction/addition/renovation projects for lead generation
• Serve as first point of contact for leads to engage and vet opportunities
• Load and maintain project list in CRM and distribute qualified leads to BD team
• Utilize ABM system to monitor website activity, pull leads, and support email campaigns
• Provide weekly report on lead gen activities and progress

Inside Sales Analyst

Financial Planning and Analysis

• Leads the regular financial processes for the business including closing the books, forecasting, planning, reporting, and analysis of results
• Prepares and consolidates financial statements analyzing results to determine and recommend profit and/or cash flow improvement opportunities
• Owns Commercial Finance Reporting – Product Line/Customer Profitability (8020)
• Drives the preparation of the monthly forecast and Quarterly Business Review for all functional areas of the business and related subsidiaries.
• Oversee backlog, orders, and sales monitoring to assist cross-functional teams in the development of financial analysis to support business objectives
• Compile financial and operating results and provide financial support to the commercial and operating team driving accuracy and timeliness reports.
• Drive continuous improvement and simplification improving daily & monthly reporting as MBRs, QORs & AOP.
• Leads the annual strategic planning and budgeting processes including establishing assumptions, spreadsheet modeling, consolidation, analysis, and presentation preparation.
• Coordinate and develop the consolidation of Strategic Plans.
• Prepares ad-hoc financial analysis to support senior management decisions.
• Monitors orders, sales, profit, and cash against the targets every week.
• Updates cost and expense trend reports, and analyzes variations ensuring alignment with the forecast.
• Leads the design, development, deployment, and maintenance of all internal FP&A Reports.
• Responsible for department spending analysis.
• Partners with the Product Management team for the costing analysis of new product development / major product revisions and assists with business case justification for strategic initiatives and capital expenditures
• 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
• Extracts financial data from various finance and information systems including OneStream and JDE as required.
• Expected to advise the Finance Manager/Director immediately of all errors, irregularities, or significant adjustments or journal entries as they occur.
• Develop a tracking mechanism for critical site KPIs and analytics.
• Coordinate and complete the month and quarter-end close process for the group using a consistent process.
• Provides bonus reporting to Finance Director & General Manager.
• Support Commercial Team with 80/20 analysis and other ad hoc analyses
• Lead the price analytics and support contract negotiations
• This role will have one direct report finance analyst (remote) providing reporting and analysis support on commercial & engineering front.

FP&A Manager

Systems Engineer

• Serve as first level support for Benchmark GenSuite platform.\n• Update and maintain: IDEX entity structures\n• User security across the enterprise\n• Implementation of new modules\n• User training documentation\n• SOC report user entity controls\n• Identify and implement process improvements as necessary\n• Help promote user adoption\n• Support and promote other EHS/Sustainability tools as they are rolled out across IDEX\n• Serve as first level support for Onestream platform.\n• Update and maintain: The corporate consolidation system used across 100+ GL locations with user base in excess of 400 employees across the globe\n• Metadata, business rules, workflows and security\n• Trial balance mappings between source systems and Onestream\n• Account Reconciliations/Financial Close Manager (FCM) module\n• User training documentation\n• Serve as first level support for Archer.\n• Update and maintain: All needs as related to internal audit\n• All needs as related to corporate finance group\n• All needs as related to the Compliance group\n• Serve as first level support for NUS and UP Enterprise.\n• Update and maintain: IDEX entity structures\n• User security across the enterprise\n• SOC report user entity controls\n• Identify and implement process improvements as necessary\n• Help promote user adoption\n• Enforce compliance with established policies, procedures, and controls to ensure data integrity\n• Support the periodic internal and external assurance processes\n• Contribute to GenSuite, Onestream and other system improvements and development projects as necessary\n• Execute ad hoc duties, as required

Inside Sales Analyst

FP&A Manager

Financial Systems Analyst