IMI plc
We are a global specialist engineering company that creates breakthrough solutions. We are curious and like to solve problems, partnering with our customers to solve the demands of today and prepare for the challenges of tomorrow. We embrace innovation and care about outcomes that are good for business, everyday life and making a better world – creating lasting impact for everyone.

We design, build and service highly engineered products in fluid and motion control applications. We focus on five market sectors: Industrial Automation, Process Automation, Climate Control, Life Science and Fluid Control, and Transport.

 
Role Overview

Support the FP&A function in delivering accurate, timely, and insightful financial reporting, forecasting, and analysis. The role focuses on monthly close, quarterly forecasting, operational reporting (OPR), and process improvement initiatives at a vertical/business unit level.

Key Responsibilities
1. Monthly Closing & Reporting

·       Own Monthly Cognos submissions, ensuring accuracy and timeliness.

·       Support IC (Intercompany) reconciliation and declaration activities.

·       Assist FP&A reporting leader in variance analysis and reconciliation at BU level (Sub 1 & Sub 2 declarations).

·       Perform post Cognos submission for vertical (including contingency entity).

·       Consolidate and manage project lists (CY bookings & order book).

·       Maintain CESG segmentation controls for project reporting.

2. Quarterly Forecasting 

·       Support preparation and submission of Vertical Cognos forecasts.

·       Coordinate IC purchase files and reconciliation activities.

·       Assist in resolving BU-level variances for declarations.

·       Support development of: 

·       Regional summaries

·       GH (Group/Global Head) decks

·       Bridge analysis

·       OPR packs in collaboration with the FP&A team

·       Track and report Below Operating Profit transactions.

3. Operational Performance Review (OPR)

·       Review BU submissions for OPR 

·       Prepare financial bridges and detailed variance analysis by account in coordination with BU finance teams.

·       Develop Vertical Monthly Summary for management reporting.

·       Support preparation of: 

·       GH details

·       Strategic priorities

·       Financial & operational KPIs

·       Balance Sheet insights

·       Capex tracking

·       Risks & Opportunities (R&Os)

·       Performance Drivers (PDs)

·       4. Business Support & Coordination

·       Act as a key liaison with BU finance teams for data validation and issue resolution.

·       Support FP&A leadership in delivering accurate financial insights and submissions.

·       Ensure consistency and governance in reporting outputs.

5. Process Improvement & Projects

·       Lead/participate in project list streamlining initiatives: 

·       Collaborate with BU and sector teams

·       Drive simplification and automation of reporting processes

·       Manage and track Sector Shipment Tracker submissions.

·       Identify opportunities for process standardization, automation, and efficiency improvements.

Required Skills & Competencies

·       Strong knowledge of financial planning, forecasting, and reporting

·       Experience with financial systems (e.g., Cognos or similar tools)

·       Advanced Excel and data analysis skills

·       Strong analytical and problem-solving capability

·       Attention to detail and commitment to data accuracy

·       Ability to manage multiple deadlines 

·       Excellent stakeholder management and communication skills

·       Experience working in a manufacturing/ shared services / global finance environment (preferred)