Senior Financial Analyst - Contract

Posted 7 Days Ago
Austin, TX, USA
In-Office
Senior level
Software
The Role
The Senior Financial Analyst will support financial planning, reporting, and strategic decision-making, focusing on M&A activities and performance tracking.
Summary Generated by Built In
Senior Financial Analyst
Location: Remote
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 highly motivated Senior Financial Analyst to support financial planning, reporting, and strategic decision-making across the organization. This role will play a key part in delivering accurate financial insights, supporting M&A activities, and partnering cross-functionally to drive business performance. The ideal candidate combines strong analytical capabilities with business acumen and thrives in a fast-paced, high-growth environment.
Key Responsibilities
  • Partner cross-functionally with business leaders to understand key drivers and develop forecasting models aligned with company goals.
  • Prepare and analyze monthly financial reporting packages, including variance analysis versus budget and prior periods.
  • Track, analyze, and report key performance indicators (KPIs).
  • Collaborate with division leaders to review financial results, explain variances, and identify forward-looking risks and opportunities.
  • Provide financial and strategic support to senior leadership, including preparing board materials, executive presentations, and ad hoc analyses.
  • Support M&A activities, including:
    • Partnering with external advisors on Quality of Earnings (QoE) and tax analyses
    • Building financial and synergy models
    • Assisting with investment memos and acquisition presentations Work with operational teams to develop financial models that support strategic initiatives and integration efforts.
  • Assist in preparing investment materials for the CFO, CEO, private equity sponsors, and lenders. 
  • Leverage data analytics and emerging AI tools to enhance forecasting accuracy, automate reporting, and generate actionable business insights.
  • Identify opportunities to incorporate AI-driven solutions into financial processes (e.g., anomaly detection, predictive modeling, scenario analysis).
  • Continuously improve financial processes, reporting, and controls, including adoption of automation and AI-enabled workflows.
  • Perform ad hoc analysis and special projects as needed.

Qualifications & Skills
  • 5+ years of experience in corporate finance, FP&A, or financial analysis (software industry experience preferred)
  • Strong proficiency in Microsoft Excel (advanced modeling required) and familiarity with financial systems such as Intacct, Adaptive, or similar
  • Experience with budgeting, forecasting, and financial reporting cycles
  • Advanced financial modeling and analytical skills
  • Experience using data analytics and/or AI tools (e.g., Power BI, Python, SQL, or AI-enabled FP&A tools) to drive insights and improve efficiency is a plus
  • Ability to interpret large datasets and leverage automation or AI to streamline reporting and analysis
  • Strong problem-solving mindset with a proactive approach to improving processes, including leveraging technology and AI
  • Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment 
  • Experience building processes and controls in evolving environments 
  • Excellent communication, presentation, and interpersonal skills 
  • High attention to detail with strong organizational skills
  • Bachelor’s degree in Finance, Accounting, or related field (preferred)

Why Join Idera
  • High-growth environment with significant exposure to M&A and strategic initiatives
  • Direct visibility to executive leadership and private equity stakeholders
  • Opportunity to influence financial strategy and business outcomes
  • Dynamic and collaborative culture within a leading software platform
 

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.

By submitting your application, you acknowledge that Idera, Inc. will process and retain your resume and related personal information solely for recruitment and hiring purposes. Resumes of unsuccessful candidates will be securely deleted within twelve (12) months of the hiring decision, unless a longer period is required by law or you provide explicit consent for continued retention (e.g., for consideration for future opportunities).
In compliance with applicable privacy laws, including the EU General Data Protection Regulation (GDPR), you have the right to request access to, correction of, or deletion of your personal information at any time by contacting  [email protected]. Idera, Inc. does not sell candidate data and will ensure that all personal information is processed securely and in accordance with relevant data protection regulations.

Top Skills

Adaptive
Intacct
Excel
Power BI
Python
SQL
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The Company
HQ: Houston, TX
149 Employees
Year Founded: 1999

What We Do

Idera, Inc. has always focused on the end-user, and helping software users make real-time technical decisions in business. Over the past 20 years, Idera, Inc. has delivered more tools and innovations to more people, and established itself as a trusted advisor by expanding the Idera, Inc. portfolio of brands. Idera, Inc. brands deliver the B2B software tools that technical users trust most. From database administration to application development to test management, our solutions help you do more for less so you can achieve your strategic goals.

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