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: o Partnering with external advisors on Quality of Earnings (QoE) and tax analyses o Building financial and synergy models o 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