Data Analyst Financial Analyst Jobs in Santa Rosa, CA

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JOB TITLE:Finance Data & Transformation Analyst

REPORTING TO:Finance Manager, IH&S

LOCATION:Remote

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. One of business segments is called Life Science Fluidics and we are looking to add more talent to the team.

IDEX Health & Science (IH&S):

IH&S is comprised of six domestic and one international business unit. IH&S is a manufacturing and R&D focused team that sits at the leading edge of high-end fluidic and optical applications for life sciences. Focused on assisting partners at every stage of the development processes, we invest in people and infrastructure to drive bold ideas and pragmatic solutions. With the rich foundation of talent, universities, and supporting businesses, IH&S is the ideal location to elevate your career with fascinating work and endless opportunities.

Our formula for success is simple. We work hard to maintain a culture where you can own your work; you are encouraged to try new ideas in a collaborative environment; and you can apply your skillset to enable our clients to gain a competitive advantage in their own market. At IDEX Health & Science, you will have the opportunity to work with a great group of people, mentor others, and build a great future.

SCOPE OF ROLE:

This position plays a critical role in advancing IH&S's finance data transformation initiatives by focusing on developing and maintaining Power BI dashboards, enabling standardized financial reporting, and translating complex financial and operational data into clear, decision-ready insights. In addition to supporting ongoing reporting needs, this individual will contribute to the design and implementation of scalable data models that support forecasting, KPI tracking, and executive-level performance visibility. Working within an Agile framework, this role will prioritize enhancements and ensure delivery of high-impact analytics solutions that support business performance and strategic decision-making.

ESSENTIAL DUTIES:

• Building data models and creating processes for monthly, quarterly, and annual financial reporting cycles, ensuring accuracy, consistency, and timeliness of data
• Analyze financial and operational data to identify ways to capture and report on trends, variances, risks, and opportunities, and present findings to finance leadership
• Partner with Finance, Accounting, Commercial, IT, and Operations teams to ensure data consistency, and alignment between the tools (dashboards/reports) used for financial reporting and to monitor business performance drivers
• Maintain and prioritize reporting and analytics backlogs leveraging the Agile framework.
• Support executive-level reporting by creating clear, concise, and visually compelling dashboards and summaries.
• Contribute to finance and business transformation initiatives, including automation of reporting processes and improvement of data accessibility and usability
• Support various workflows by developing financial KPI calculation logic, creating PBI visuals for leadership consumption.
• Support standardized reporting frameworks and ongoing transformation initiatives related to forecasting, reporting standardization, and data governance

Job Qualifications

• Bachelor's degree in Finance, Accounting, or related field, with an emphasis in quantitative methods, statistical modeling, and data science.
• 3+ years of experience in financial analysis, business intelligence, or data analytics roles in a manufacturing financial environment.
• Strong understanding of and experience with financial accounting concepts including financial reporting, cost accounting, FP&A. and KPI development
• Understanding of ERP software is required, proficiency in JD Edwards is preferred.
• Familiarity with Agile/Scrum methodology is preferred. Familiarity with Agile/Scrum outside of traditional software design is ideal.
• Strong analytical and problem-solving skills with the ability to translate complex business requirements into effective technical solutions.
• Strong proficiency in Power BI, including DAX and data modeling.
• Attention to detail, with consistent application of audit trails, versioning, and documented best practices.
• Excellent communication and presentation skills, with the ability to interact effectively with all levels of the organization.

TOTAL REWARDS (May Vary by State)

While the full compensation range for this role is listed below, our anticipated hiring range is $90,000-$105,000 . This projected range is an estimate and will vary based on each candidate's experience and qualifications, so it is not a guaranteed offer amount. This position may also be eligible for a performance-based bonus plan.

Location:

This position is a remote role; however, we are seeking candidates who reside within reasonable proximity to an IDEX Health & Science (IH&S) location. While daytoday work is performed remotely, occasional onsite collaboration, training, or team events may be required. Applicants should be located close enough to commute to an IH&S facility when needed.

IDEX Health & Science LLC., a Unit of IDEX Corporation is an Equal Opportunity Employer committed to workforce diversity

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

Total Rewards

Benefits Package

Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page:https://www.idexcorp.com/careers/our-benefits-and-rewards/

IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know.Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.