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Sr. Financial Analyst

Intradiem’s intelligent automation solution for customer service teams is reinventing customer service for everyone.

Who We Are

Intradiem is a technology company on a mission to reinvent customer service through automation. 

What We Do

We develop innovative, AI-powered Intelligent Automation solutions for contact center and back-office teams. Our solutions currently support hundreds of thousands of customer service agents for brand-name organizations, powering hundreds of millions of automated actions saving customers tens of millions each year.

How We Work

We take a “problem-out” approach, asking customers to help us understand their business problems, exploring potential solutions together, incorporating their feedback, and releasing solutions that solve those problems.

Our Culture

We take a “people-first” approach, treating employees, customers and each other with the dignity and respect we all deserve. Intradiem employees enjoy a family-first culture, transparent leadership, and unfettered growth opportunities. 

Our Values

We believe in service, encouraging our employees to contribute time and energy to causes that help improve the people and communities in which they live and work. We are guided by three core values:

  • Servant’s Heart—caring enough about other people to understand what their problems are and placing the needs of colleagues, customers, and others over personal objectives.
  • Craftsman’s Attitude—taking pride in the work we do and creating solutions that really solve the problem at hand (and trying again if the first attempt doesn’t do the trick).
  • Revolutionary Spirit—leaving the world a better place than it was when we found it, and doing things we would be proud to brag about to our grandchildren.

Your Role

As a Senior Financial Analyst, you will play a crucial role in supporting the financial planning and analysis (FP&A) functions of our company. You will be responsible for assisting with budgeting & forecasting, internal financial reporting, analyzing financial performance, and financial modeling. The ideal candidate will have a strong background in finance or accounting, with 2+ years of relevant experience, and a passion for leveraging financial data to drive business decisions.

 

Your Responsibilities

  • Support the development of annual budgets, monthly forecasts, and long-term financial plans.
  • Prepare and analyze monthly, quarterly, and annual financial reports, highlighting key performance indicators (KPIs) and trends.
  • Conduct variance analysis to compare actual results to budget/forecast and explain significant variances.
  • Prepare month-end and year-end financial reporting for internal and external stakeholders.
  • Assist in the preparation of presentations for executive leadership, board meetings, and investor updates.
  • Assist accounting team in month-end close as needed.
  • Develop and maintain complex financial models to support strategic initiatives, business planning, and decision-making processes.
  • Collaborate with cross-functional teams to gather and analyze data for various financial and operational projects.
  • Provide financial analysis and recommendations to senior management to support business objectives and improve financial performance.
  • Participate in ad hoc financial analysis and projects as needed.
  • Conduct all business in accordance with Intradiem policies and procedures.
  • All other duties as described 

 

Your Background

  • Bachelor’s degree in Finance or Accounting.
  • 2-5 years of experience in financial analysis, preferably within a software or technology company.
  • Strong understanding of financial statements, accounting principles, and corporate finance concepts.
  • Proficiency in financial modeling, forecasting, and budgeting techniques.
  • Strong analytical skills with the ability to interpret complex data and provide actionable insights.
  • Excellent communication skills, with the ability to effectively present financial information to non-financial stakeholders.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  • Advanced MS Office skills; emphasis on Excel and Power Point.
  • Experience with Sage/Intacct accounting system, Salesforce, or Tableau a plus.
  • Ability to work both independently and as part of a remote team.
  • Comfortable working with all levels of the organization including the Sr. Leadership team.

 

*Must be able to travel 3-4 times a year for onsite company meetings*

Work Authorization:
 
Candidates for positions with Intradiem must be legally authorized to work in the United States. Verification of identity and employment eligibility will be required during onboarding. 

Intradiem is an equal-opportunity employer.  We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

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