Financial Planning Analyst

iDeals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a secure business collaboration market. Trusted by more than 1,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stake business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

iDeals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.

iDeals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries, to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.

The Role

As our company experiences rapid expansion with the incorporation of new business units and the establishment of offices across various countries, our team has seen significant growth, increasing 4 times over the past 4 years reaching 450 individuals across 30+ countries worldwide. We expect to grow even more, with plans to extend our global team to 1,000 within the next 3–4 years, we are currently in search of a Financial Planning Analyst to join our dynamic finance team.

Your mission will involve supporting operational and strategic decision-making processes through activities such as budgeting, forecasting, financial modeling, financial due diligence, and fostering finance business partnerships. Moreover, you will be responsible for developing policies, instructions, and other internal documents to ensure compliance and facilitate efficient operations.

WHAT YOU WILL DO

• Improve and maintain a regular budgeting process across all lines of business and cost centers
• Monitor business performance and conduct budget vs actual variance analysis
• Create financial models for decision support
• Support other departments as a finance business partner
• Participate in financial due diligence and M&A activities
• Analyze and conduct benchmarking of the financial data and key performance indicators relevant to the B2B SaaS industry
• Develop reports and dashboards for management using BI instruments (Tableau, Looker Studio)

WHAT WE LOOK FOR

• At least Upper-Intermediate English proficiency in both oral and written communication
• Minimum of 3 years of experience in a similar role within international tech or non-tech multinational companies
• Advanced proficiency in Excel and/or Google Spreadsheets
• Familiarity with the requirements of the main IFRS standards applicable to SaaS companies
• Understanding of financial modeling and forecasting
• Demonstrated ability to write policies and comprehend company business processes effectively
• Experience with management reporting
• A quick learner with a strong aptitude for technology
• Detail-oriented with the capability to manage multiple tasks simultaneously
• Knowledge of key SaaS metrics and specifics of the SaaS business will be a plus

We highly value our people, so we will provide you with all the resources and support you need to succeed.

For your work

• Remote-first model with teams distributed globally 
• Home office set up budget 
• High-end laptop, monitor and any additional IT equipment needed
• Reimbursement of co-working space expenses

For your well-being

• Medical insurance with flexible coverage
• Compensation for sports, yoga, mental, and other health and wellness-related activities
• Reimbursement of participation in sports competitions
• 20 business days of paid time off per year
• Unlimited health-related time off

For your growth

• Individual Development Plan based on your career interests 
• Generous budget for learning and development activities
• Professional and self-development books and subscriptions compensation
• iDeals’ support of your passion as a speaker or writer
• Internal growth and internal mobility opportunities

Extra perks

• Team-building offline events
• Budget for local gatherings in global locations
• Generous internal referral program
• iDeals Surprise Boxes

Our Culture

Commitment, Excellence, Collaboration, Trust and Care are core values to the iDeals team. For us, these are the principles that every iDealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.

Commitment and Excellence inspire us to set the bar high, achieve the most ambitious goals and push the limits further. Our diversity and different perspectives are the foundation of our success. Collaboration and Trust ensure that everyone has access to all the information, proactively shares thoughts, and leverages the teammates’ diverse opinions, experiences, and backgrounds. Both values help us to solve the most challenging problems. Care drives us to create a positive work environment and make everyone feel valued. We also stand for iDealers’ physical, mental, financial, and personal well-being and encourage a healthy lifestyle and active living.

iDealers work in a remote-first model, meaning we collaborate from anywhere – either home, cafe, co-working space, or one of our offices. Some roles may have specific location-based requirements, including in-office and client interactions. Despite being located across the globe, we stay connected through the latest tools and technologies, ensuring that everyone on our team feels surrounded by teammates and engaged with our common goals. 

iDeals is an equal opportunity employer

iDeals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.