Get to know us

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 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes 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 business expands globally with new units and offices in different countries, we are seeking a Reporting Analyst to join our Finance team remotely from India. Your expertise will be instrumental in streamlining the in-depth analysis of extensive financial data sets and the preparation of monthly management reporting packages. Additionally, you will be responsible for developing policies, instructions, and other regulatory documents to meet our reporting requirements.

You will collaborate closely with cross-functional teams in Finance, Tax, and Legal, and report to the Financial Controlling Lead. This is an excellent opportunity to grow your expertise on a global scale in a mature yet dynamic tech company.

What you will do

• Interpret and analyze large finance data arrays and convert them into reports for various stakeholders
• Prepare monthly management reporting package and automate it according to the zone of responsibility
• Develop policies, instructions (internal and external), and other required documents for reporting needs
• Support the automation of finance processes based on daily work 
• Participate in and support external audits (preferably for future activities)
• Perform quality assurance (QA) of management financial reporting
• Support the business in the rollout of a new FP&A/Reporting tool

What you bring

• Upper-Intermediate English – both oral and written
• 5+ years of experience on a similar role in international tech or non-tech multinational companies
• Experience in multi-currency consolidations within an international group
• High proficiency in Excel and/or Google Spreadsheets
• Experience with an ERP tool (preferably NetSuite Oracle)
• Familiarity with FP&A tools such as Vena, Anaplan, Adaptive Insights, Hyperion or similar 
• Proficiency in International Financial Reporting Standards (IFRS) and/or local Generally Accepted Accounting Principles (GAAP)
• Knowledge of the principles and rules of management accounting
• Ability to learn fast and tech-savviness
• Attention to detail and ability to handle various tasks simultaneously

Nice to have

• Skills in writing policies and understanding the company’s business processes
• Ability to create reports using Google Big Query using basic SQL scripts

Our assessment process

• Screening call with the Talent Acquisition Specialist (up to 40 mins)
• Test task
• Competency-based interview with the Talent Acquisition Specialist (90 mins)
• Hiring Manager interview (60 mins)
• Reference & background check