Financial Planning & Analysis

Rancho Santa Margarita, California, United States | Finance | Full-time


IMI plc
IMI plc is a sector focused organization at the forefront of delivering motion and fluid control technologies that create a more sustainable world, improving the quality of life for our customers and communities and ultimately delivering our purpose of Breakthrough Engineering for a Better World.

The Automation platform leverages deep automation technology and applications expertise to improve productivity, safety and sustainability for our customers, Industrial Automation operates across many important industry sectors and is a world leader in supporting customers with motion and fluid control technology.

Our one big team work fairly and effectively but most importantly together to ensure we maintain the foundations that have enabled IMI’s success through over 150 years of heritage.


Role Overview:

Financial Planning & Analysis - Location :Rancho Santa Margarita, California 

The Finance Planning and Analysis (FP&A) Lead is responsible for overseeing the financial planning and analytical functions in our organization. The role involves collaborating with various departments to develop budgets, forecast financial performance, and provide strategic insights to support decision-making. 


Work Environment:

  • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.   

  • Specific vision abilities required by this job include close vision, and ability to adjust focus. 

  • The noise level in the work environment is usually moderate (office/cubicle environment with computers, fax machines and printers operating) to loud (manufacturing environment with large machinery operating.) 


Key Responsibilities: 

  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures 

  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance 

  • Generate project budget reports and lead review meetings 

  • Oversee and manage the continued development of Budgeting, Financial Forecasting, and Modeling tools 

  • Ad-Hoc Reporting and Analysis 

  • Quarterly and Monthly Financial reports 

  • Implement and work with a Business Intelligence Tool and Dashboard reports 

  • Improve performance by evaluating processes to drive efficiencies 

  • Develop financial models and analyses to support strategic initiatives 

  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes 

  • Supporting Senior Management Team and Departments heads with in-depth analysis 

  • Prepare presentations to Senior Management Team 

  • Assist Finance team with month end close procedures 

  • Any other work as directed by supervisor 


Critical Competencies for Success

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Education & Certifications 

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field.  

  • MBA is a plus.  

Skills & Experience  

  • 8+ years of experience in FP&A. 

  • Previous experience within the energy sector/control valves industry is a plus 

  • Ability to work effectively under deadlines 

  • Strong leadership skills required. 

  • Advanced Microsoft Excel and PowerPoint Skills 

  • Ability to think creatively, highly driven, and self-motivated 

  • Highest standards of accuracy and precision; highly organized 

  • Experience working with SQL and ERP Systems (IFS a plus) 

  • Ability to effectively communicate with both internal and external customer) 

  • Experience with consolidation software 

  • Strong written and verbal communication skills required 



What IMI Can Offer You

At IMI, one of our top priorities is to create an inclusive culture of health. We strive to remove barriers to care (whether that be physical or financial) and in doing so, we offer choice for all your health and wellbeing needs. 

See below for a general overview of our amazing perks and benefits:

  • Multiple health plans to choose from: HMO, PPO, and High Deductible Health Plans with a low-cost share
  • Best-in-class 401K plan with zero vesting and up to 6% contribution matching
  • 14-week maternity leave at full pay following one year of service (Adoption benefits are equivalent)
  • 4-week paternity leave at full pay following one year of service (Adoption benefits are equivalent)
  • Employee Resource Groups that offer community and support, like our Pride Network and Network of Women groups
  • PTO, encompassing inclusive holidays
  • Career Development opportunities (IMI’s ‘Catalyst’ Program)
  • Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and teletherapy.\
  • Mental Health and wellness programs to support you and your family
  • Full suite of voluntary benefits to tap into, including but not limited to: Critical illness insurance, hospital indemnity, legal insurance, identity theft protection, and pet insurance or home & auto insurance through our discount advantage platform
  • Short & long-term disability as well as basic life insurance at 2x your basic salary at no cost to the employee
  • Free financial advisors, webinars, and classes through Charles Schwab
  • Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to lose, only to profit or refund your investment 100%

**Benefits plans change year over year, but we have guiding principles in place to ensure our employees have the tools and resources available to stay connected and up to date**


Health & Safety

The physical demands described within the Key Duties & Responsibilities section of this job description are required to perform the essential functions of this position.  Reasonable accommodations may be made for individuals with disabilities.  Please contact your local HR representative to discuss the specific Work Conditions and Physical Requirements of this role.  

Health, Safety, and Environmental Duties – At IMI we are all personally committed to protecting our people, minimizing our impact to the environment, the communities we operate in and our company. All members of our workforce have the duty to ensure the health, safety and welfare of themselves, others, and the environment. Every employee is expected to follow all HSE operating procedures, also to challenge any observed behaviors or unsafe acts.

Code of Ethics

IMI requires the highest standard of ethics in all business dealings, particularly with customers, suppliers, advisors, employees, and the authorities. In accordance with the IMI Way: Our Code of Responsible Business.

Changes to This Job Description

IMI may amend this job description in whole or part at any time.

IMI Critical Engineering Americas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.