Financial Analyst

About Idera
This is an exciting opportunity to join Idera, a rapidly growing software company with a strong track record of both
organic growth and strategic acquisitions. Recently valued at approximately $3B, Idera is backed by three of the
premier private equity firms in the United States, with continued expansion and acquisitions planned.

Position Overview
We are seeking a motivated and detail-oriented Financial Analyst to support financial planning, reporting, and
data-driven decision-making across the organization. This role will play a key part in delivering accurate financial
insights, maintaining KPIs, and partnering cross-functionally to drive business performance.

The ideal candidate combines solid analytical skills with intellectual curiosity, a proactive mindset, and a genuine
interest in leveraging technology — including AI — to improve how finance operates. This is an excellent
opportunity to grow in a fast-paced, high-growth environment with direct exposure to senior leadership.

Key Responsibilities

• Partner cross-functionally with business leaders to understand key drivers and develop forecasting models aligned with company goals, including documentation of major variances.
• Prepare and analyze monthly financial reporting packages, including variance analysis versus budget and prior periods.
• Track, maintain, and report key performance indicators (KPIs) across business units.
• Provide end-of-month reports and financial summaries for C-level executives and board members.
• Analyze monthly budget-to-actual and forecast-to-actual variance reports to support expenditure controls and accurate forecasting.
• Present complex financial data clearly to both technical and non-technical stakeholders.
• Collaborate seamlessly with cross-functional teams including Sales, Finance, and Strategy.
• Leverage data analytics and AI tools to enhance reporting accuracy, automate routine tasks, and surface actionable business insights.
• Identify opportunities to incorporate AI-driven solutions into financial workflows, such as automated variance flagging, report generation, and scenario modeling.
• Continuously improve financial processes, reporting, and controls, including adoption of automation and AI-enabled workflows.
• Provide ad hoc analysis and support special projects as needed.

Qualifications &Skills
Experience

• 2–3+ years of experience in financial analysis, FP&A, or a related finance role (software or SaaS industry experience preferred).
• Exposure to full budgeting, forecasting, and financial reporting cycles.
• Experience building and maintaining financial models with a strong attention to accuracy and auditability.
• Familiarity with M&A or integration support activities is a plus.

Technical Skills

• Advanced proficiency in Microsoft Excel, including complex financial modeling and data manipulation.
• Experience with financial systems such as Sage Intacct, Workday Adaptive, or similar ERP/FP&A platforms.
• Familiarity with Salesforce or CRM data for financial reporting purposes is a plus.
• Strong ability to extract, manipulate, and analyze large datasets.
• Experience with data visualization tools such as Power BI or Tableau is a plus.
• SQL knowledge for querying and manipulating financial data is a plus.
• AI and Automation Skills
• Demonstrated curiosity about or hands-on experience using AI tools to improve financial workflows (e.g., AI-assisted report drafting, anomaly detection, or predictive modeling).

Soft Skills & Work Style

• Strong problem-solving mindset with a proactive, independent approach to work.
• Excellent verbal and written communication and presentation skills.
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• High attention to detail with strong organizational skills.
• Collaborative team player who works well across departments with both finance and non-finance stakeholders.

Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (preferred).

Why Join Idera

• Grow your career in a high-growth, PE-backed environment with increasing responsibility.
• Gain direct exposure to senior leadership and strategic financial initiatives.
• • Work alongside experienced finance professionals with access to mentorship and development.
• • Be part of a dynamic, collaborative culture within a leading enterprise software platform.
• • Opportunity to lead and shape the adoption of AI and automation within the finance function.

An Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.