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Reporting Analyst

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'll 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


What We Offer 


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

• Wellness budget for medical insurance, sports, mental, and other health-related activities

•  Reimbursement of participation in sports competitions


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



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.

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What You Should Know About Reporting Analyst, iDeals

At Ideals, we're not just about providing a global B2B SaaS experience; we're all about empowering our team members and helping them grow. As a Reporting Analyst on the Finance team, you'll play a key role from the comfort of your own space in India. Your expertise in analyzing hefty financial data will be crucial in crafting insightful monthly management reports and developing vital documentation to meet our reporting needs. Imagine collaborating with diverse teams – Finance, Tax, and Legal – and influencing high-stakes decisions with your analytical skills. With over 2,000,000 users relying on our intuitive platforms and with corporate bigwigs seeking reliable insights, your contributions will really make an impact. Plus, the tech-savvy environment encourages innovation and collaboration at its finest. If you bring along 5+ years of experience in a similar role along with the ability to automate finance processes and the knack for handling multi-currency consolidations, then you're just what we're looking for. Join us at Ideals and help us keep pushing boundaries as we accelerate prosperous business decisions across the globe!

Frequently Asked Questions (FAQs) for Reporting Analyst Role at iDeals
What are the responsibilities of a Reporting Analyst at Ideals?

As a Reporting Analyst at Ideals, your responsibilities will include interpreting and analyzing extensive financial data sets, preparing monthly management reporting packages, and automating these processes. Collaborating with Finance, Tax, and Legal teams will also be a part of your daily tasks as you develop policies and instructions that meet compliance standards.

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What qualifications do I need to apply for the Reporting Analyst role at Ideals?

To apply for the Reporting Analyst position at Ideals, you should possess at least 5 years of experience in a similar role within international tech or non-tech companies. An upper-intermediate command of English, proficiency in Excel or Google Sheets, and familiarity with international financial reporting standards are essential. Specific experience with ERP tools and FP&A tools will give you a competitive edge.

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How does Ideals support its Reporting Analysts in their professional growth?

Ideals is committed to the growth of its Reporting Analysts through an Individual Development Plan tailored to your career interests. We provide a generous budget for learning and development activities, access to professional books and subscriptions, and opportunities for internal growth and mobility to ensure you thrive in your role.

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What work environment can a Reporting Analyst expect at Ideals?

At Ideals, we foster a remote-first work culture, which means you can work from the comfort of your home, cafes, or co-working spaces. Despite our global distribution, we emphasize effective collaboration and communication through cutting-edge tools, ensuring every team member feels included and engaged.

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What benefits does Ideals offer to its Reporting Analysts?

Reporting Analysts at Ideals enjoy several benefits, including a home office setup budget, wellness reimbursements for health-related activities, and high-quality IT equipment. We also support team-building and local gatherings, ensuring that you have a fulfilling and balanced work experience.

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Common Interview Questions for Reporting Analyst
Can you describe your experience with financial data analysis as a Reporting Analyst?

When answering this question, focus on specific examples from your previous roles analyzing data. Highlight how you've interpreted financial data and transformed it into actionable insights, showcasing your analytical skills and understanding of financial reporting.

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How do you ensure the accuracy of your financial reports?

To ensure accuracy in financial reports, describe your experience with quality assurance practices and your attention to detail. Discuss methods you use for double-checking calculations and the importance of maintaining compliance with reporting standards such as IFRS or GAAP.

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What ERP tools have you used in your previous roles?

When discussing your experience with ERP tools, mention specific software like NetSuite Oracle you've used, detailing how they contributed to automating finance processes and improving reporting accuracy in your previous positions.

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How do you manage tight deadlines when preparing financial reports?

Explain how you prioritize tasks effectively and leverage automation or template processes to meet tight deadlines. Provide examples of past situations where you successfully managed a heavy workload under time constraints while ensuring quality.

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Describe a time when you collaborated with cross-functional teams. What was the outcome?

Share a specific story that highlights your collaborative approach. Discuss how your role as a Reporting Analyst facilitated successful teamwork and the positive outcome this had on the financial reporting process or project success.

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What steps do you take to develop financial policies or instructions?

Detail your process for developing financial policies, including researching best practices, understanding regulatory requirements, and collaborating with stakeholders. Emphasize the importance of clear communication and training in your approach.

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How do you handle feedback or criticism of your reports?

Discuss your openness to feedback and how you proactively seek it for your reports. Emphasize any past experiences where you used constructive criticism to improve your reports, showcasing your willingness to learn and grow.

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What financial reporting challenges have you encountered in your previous roles?

Share specific challenges you've faced in financial reporting, whether related to data integrity, compliance issues, or tight schedules. Explain how you tackled these challenges and what you learned from each experience.

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How familiar are you with International Financial Reporting Standards (IFRS)?

When answering, highlight any specific experiences or training related to IFRS. Discuss how you've applied these standards in your previous roles and your understanding of their implications for financial reporting.

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Explain how you would approach automating a finance process.

Provide details on how you analyze existing processes, identify areas for automation, and implement solutions. Highlight any specific tools or methods you've used and the benefits this brought to the organization.

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Full-time, remote
DATE POSTED
April 2, 2025

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