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.

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