Full-Time

Director Financial Planning & Analysis

Posted on 5/9/2026

IDEX

IDEX

1,001-5,000 employees

Precision engineering for health and safety

Compensation Overview

$158.6k - $237.8k/yr

+ Bonus

Northbrook, IL, USA

Remote

Remote option available in US time zones; occasional travel up to 20%.

Category
Finance & Banking (2)
,
Required Skills
Oracle Hyperion
Forecasting
Word/Pages/Docs
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Accounting, Business, or Finance required; CPA or MBA preferred.
  • 7–10 years of progressive finance or accounting experience, including manufacturing and FP&A.
  • Advanced experience with Hyperion and/or OneStream; JDE experience a plus.
  • Strong analytical skills, attention to detail, and ability to manage multiple priorities under pressure.
  • Excellent interpersonal, communication, and presentation skills.
  • Self‑starter with a strong drive for results and continuous improvement.
  • Intermediate to advanced proficiency in Microsoft Office (Excel, Word, PowerPoint).
  • Ability to travel up to 20%.
Responsibilities
  • Serve as a strategic advisor to the Group VP Finance, providing forward-looking analysis, scenario modeling, and decision support.
  • Lead daily, monthly, and quarterly reporting and forecasting processes, providing high-level insights to segment leadership.
  • Ensure timely, accurate reporting with clear communication of timelines and deliverables.
  • Drive adoption of standard reporting packages, and continuously improve analytics tools and KPI dashboards.
  • Develop and refine metrics that drive business performance and support best‑practice sharing.
  • Support ad hoc financial requests from segment leadership.
  • Establish best‑in‑class global FP&A processes to improve operational effectiveness and business insight.
  • Collaborate with IT and business optimization teams to improve data quality, accessibility, and analytics capabilities (e.g., PowerBI, Webi, OneStream).
  • Lead and enhance core financial processes including budgeting, forecasting, long‑range planning (STRAP), and management reporting.
  • Participate in monthly MBRs to deepen operational understanding and identify risks and opportunities.
  • Champion digital transformation within FP&A, identifying opportunities to automate manual processes and enhance data visualization.
  • Lead adoption and standardization of new reporting technologies across the segments and business units.
  • Mentor and develop FP&A talent across FMT and FSDP, including best‑practice sharing.
  • Develop strong relationships with business unit leaders and finance leads to ensure adherence to financial processes, timelines, and policies.
  • Lead change management efforts related to new systems, processes, or reporting structures.
  • Lead or support special projects as assigned by segment finance leadership.
  • Represent the segments in enterprise‑wide FP&A initiatives, ensuring alignment and sharing best practices across IDEX.
  • Support M&A activities including due diligence, financial modeling, and integration.

IDEX manufactures high-precision components and systems for specialized industries, including medical diagnostics, fire safety, and industrial manufacturing. Its products, such as liquid subassemblies for labs and pumps for fire trucks, work by providing exact control and measurement in environments where accuracy is critical to safety or research. Unlike competitors that focus on mass-market goods, IDEX specializes in niche markets by engineering custom solutions for highly technical problems. The company's goal is to provide reliable, engineered tools that help professionals in health, rescue, and industry perform essential tasks more effectively.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Northbrook, Illinois

Founded

1987

Simplify Jobs

Simplify's Take

What believers are saying

  • HST organic sales grew 11% in Q1 2026 from AI data center cooling demand.
  • Mott Corp $1B acquisition in September 2024 bolsters semiconductor capabilities.
  • Micro-LAM $90M buy in July 2025 adds laser machining for medical technologies.

What critics are saying

  • FSDP segment underperforms structurally, forcing divestiture within 12-18 months.
  • Semiconductor capex contraction in 2027 misses FY26 $8.35-$8.55 EPS guidance.
  • $1.857B debt matures 2028-2029, straining flexibility amid M&A spend.

What makes IDEX unique

  • IDEX operates 50+ decentralized subsidiaries across HST, FMT, and FSDP segments.
  • HST delivers precision fluidics and optics for semiconductors and life sciences.
  • FMT provides positive displacement pumps for corrosive fluids in energy and water.

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Your Connections

People at IDEX who can refer or advise you

Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Company News

Yahoo Finance
Mar 6th, 2026
IDEX stock rises 18.6% on FMT, HST strength despite FSDP segment weakness

IDEX Corporation is benefitting from strong performance in its Fluid & Metering Technologies and Health & Science Technologies segments, driven by increased demand in municipal water, industrial applications and life sciences markets. The company continues expanding through acquisitions, including Micro-LAM in July 2025 and Mott Corp. in September 2024 for $1 billion, enhancing its capabilities in semiconductor, medical technologies and water purification markets. Acquisitions contributed 1% to fourth-quarter 2025 sales. IDEX remains committed to shareholder returns, paying $212.6 million in dividends in 2025 and raising its quarterly dividend to 71 cents per share. The company holds $926.7 million in remaining share repurchase authorisation. However, weakness in the Fire & Safety/Diversified Products segment and foreign currency headwinds pose challenges. IDEX shares gained 18.6% over three months.

Yahoo Finance
Feb 4th, 2026
Idex Q4 earnings beat expectations at $2.10 per share on $899M revenue

Idex Corp reported fourth-quarter earnings of $2.10 per share, exceeding Wall Street expectations of $2.04 per share. The Northbrook, Illinois-based maker of the Jaws of Life device and other engineered products posted revenue of $899.1 million, beating analyst forecasts of $881.6 million. For the full year, Idex reported profit of $483.2 million, or $6.41 per share, on revenue of $3.46 billion. The company projects first-quarter earnings between $1.73 and $1.78 per share, with full-year earnings expected to range from $8.15 to $8.35 per share.

Michigan Rise Pre-Seed Fund III
Aug 5th, 2025
Micro-LAM Acquired by IDEX for $90M

Micro-LAM, a Michigan Rise portfolio company specializing in laser-assisted machining, has been acquired by IDEX Corporation for $90 million, with potential earn-out payments up to $12 million. The acquisition, completed in July 2025, marks a significant milestone for Michigan's tech startup scene. Michigan Rise, which invested in Micro-LAM in 2023, has supported over 135 companies, attracting over $800 million in follow-on funding. Micro-LAM will continue to operate under CEO Dr. Deepak Menon.

Michigan Rise Pre-Seed Fund III
Aug 5th, 2025
Micro-LAM Acquired by IDEX Corporation

IDEX acquired Micro-LAM for $90 million in cash, subject to customary adjustments, plus up to $12 million in potential earn-out payments.

Business Micro
Apr 2nd, 2025
IDEX Corporation Expands Heavy-Duty EODD Pump Line with Launch of Cognito 1" for Global Impact

IDEX Corporation expands heavy-duty EODD pump line with launch of Cognito 1" for global impact.