Sr Financial Analyst Manufacturing

Building the people that build the world.

With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.

As part of HVAC Heating, Patterson Kelley is a leading manufacturer of commercial boilers and direct and indirect water heaters. With an over 140 year history, we provide reliable, innovative comfort solutions for hospitals, schools, military bases, and stadiums.

How you will make an Impact (Job Summary)

SPX is a diverse team of unique individuals who all make an impact. As a Sr Financial Analyst - Manufacturing, you will be a key finance leader responsible for delivering accurate, timely financial statements and reporting. In this role, you will collaborate closely with operations, cross-site finance teams and shared services to deliver insights, support forecasting and reporting processes, and help strengthen financial and operational performance. This position also contributes to continuous improvement efforts that enhance efficiency, accuracy, and overall business performance.

What you can expect in this role (Job Responsibilities)

While each day brings new opportunities at SPX, your core responsibilities will be:

1. Performance Management & Insight Generation

• Lead weekly and monthly plant performance reviews with clear commentary on volume, mix, productivity, and cost drivers.
• Provide forwardlooking forecast updates, including rolling 13week OPEX and conversion cost forecasts.
• Identify operational risks and opportunities with quantified financial impact.
• Conduct variance rootcause analysis linking operational drivers such as yield, scrap, downtime, labor efficiency, and cycle time.
• Prepare and interpret financial analyses to support strategic objectives and implementation plans.
• Communicate financial results and analytical insights to stakeholders across the organization.

2. Cost, Productivity & Unit Economics Analytics

• Develop and manage unit economics and costperunit modeling, including throughput, mix, and capacity utilization impacts.
• Track productivity pipelines, validate continuous improvement (CI) savings, and evaluate payback and ROI.
• Perform capacity modeling (fixed vs. variable absorption, idle time, whatif conversion cost impacts).
• Analyze waste, yield, and scrap in alignment with operations KPIs.
• Track and review gross margin by product line and family.
• Continuously evaluate processes to identify improvement opportunities and cost savings, implementing sustainable solutions with partners.

3. Strategic Partnership with Operations

• Participate in daily/weekly Gemba or Tier meetings to provide realtime financial insight.
• Support operations leadership with constraint management, throughput optimization, labor planning, and capital allocation.
• Translate operational metrics (OEE, throughput, labor efficiency) into financial/economic impact and trade-offs.
• Colead crossfunctional initiatives across procurement savings, outsourcing vs. insourcing, shift modeling, and continuous improvement.
• Serve as a financial consultant to nonfinance leaders, supporting budgeting, KPI tracking, and new product introductions.
• Work with operations to ensure inventory controls are properly designed, documented, implemented, and followed.

4. Forecasting, Budgeting & LongRange Planning

• Lead preparation of quarterly forecasts ("Outlook") and the Annual Operating Plan ("AOP").
• Build bottomup factory budgets tied to volume, mix, productivity assumptions, and operational milestones.
• Develop scenario models, including volume ramps, supply risks, and capacity expansion options.
• Create bridgestyle storytelling for budget/forecast changes (volume, price/cost, mix, productivity, inflation).
• Support longrange capital planning, including automation, new line investment, ROI, NPV, and cash flow modeling.

5. Capital & Investment Decision Support

• Monitor capital spending and assist with capital justification (CAP) submittals.
• Build capital project business cases (ROI, NPV, payback) and conduct postcompletion reviews.
• Support makevsbuy analysis, outsourcing economics, and shiftpattern evaluations.
• Audit capital project results after implementation.

6. Financial Governance, Accounting Alignment & Controls

• Maintain full ownership of local financial statements, including variance analysis, cost trends, and balance sheet integrity.
• Coordinate accurate and timely monthend, quarterend, and yearend close processes with shared services.
• Ensure proper governance of inventory, absorption, and capacity/underutilization.
• Manage standard cost setting strategy and annual cost roll.
• Reconcile local hourly payroll weekly (Dayforce) and record entries monthly.
• Participate in internal audits, external audits, and SOX compliance activities.
• Resolve AR/AP matters and daytoday accounting concerns through shared services.
• Administer Delegation of Authority approval matrices and routing workflows (JDE).

7. Communication, Dashboards & Business Partnering

• Translate complex financial insights into clear, actionable messages for operators, engineers, and plant leadership.
• Build onepage dashboards highlighting productivity, cost per unit, OEE, and safety/quality linkages.
• Facilitate regular finance-operations review sessions to align priorities and resource allocation.
• Build trust through proactive insights, forwardlooking guidance, and valueadded business partnership.

What we are looking for (Experience, Knowledge, Skills, Abilities, Education)

We each bring something to the table, and we are looking for someone who has:

Required Experience

• Minimum of 5 years of experience in public and/or manufacturing accounting.
• Demonstrates strong understanding US GAAP and Sarbanes-Oxley / internal controls.

Education & Certifications

• Bachelor's degree in Accounting or Finance required.
• CPA strongly preferred.

Preferred Experience, Knowledge, Skills, and Abilities

• Minimum of 2 years of management experience.
• Highly motivated, energetic, self-directed individual with good analytical and problem-solving skills.
• Demonstrates strong organizational skills, including following up on his/her own needed actions.
• Must be able to effectively communicate and build professional relationships.
• Demonstrates strong teamwork and team management abilities.
• Must have strong experience with Microsoft excel and ability to manipulate large amounts of data.
• High attention to detail/accuracy.
• JDE ERP and/or OneStream financial consolidation tool knowledge a plus.
• SQL knowledge a strong plus.

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
• Competitive health insurance plans and 401(k) match, with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance, leadership development programs, and recognition programs

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.