Idera, Inc. is a software company based in Houston, Texas, that provides database management and data-modeling tools to help clients confidently monitor, secure, and improve their
Financial Analyst
Location
Portugal
Posted
63 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Financial Analyst
Idera, Inc.
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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