Product Owner, BI Reporting – Equity

🕒 April 23

🇺🇸 United States – Remote

💵 $99k - $124k / year

⏰ Full Time

🟢 Junior

✅ Product Manager

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Product Strategy & Roadmap • Assist with the roadmap for embedded analytics and self-service reporting capabilities within Certent Equity Management, leveraging the Logi Symphony platform • Partner with the Product Manager to define feature priorities based on customer demand, competitive positioning, platform capabilities, and technical dependencies • Own the backlog, including sprint prioritization and engineering ceremonies • Partner with Sales, Customer Success, and the Logi platform team to identify capability gaps and deliver best-in-class analytics experiences • Requirements Definition & Documentation • Write comprehensive PRDs with detailed functional specifications, data model requirements, user workflows, visualization standards, and acceptance criteria • Define report and dashboard templates, data set configurations, and user permission models appropriate for equity data • Conduct technical review sessions with engineering and the Logi platform team to validate requirements and surface integration risks • Ensure reporting capabilities meet data privacy, security, and access control requirements for sensitive equity and compensation data • Cross-Functional Collaboration • Act as the primary liaison between the Equity product team and the Logi Symphony platform team at insightsoftware • Partner with Financial Reporting and Admin Reporting Product Owners to ensure data availability, consistency, and alignment across reporting surfaces • Work with Product Marketing on analytics feature positioning and release communications • Customer & Stakeholder Engagement • Lead discovery sessions with equity administrators, HR, and finance stakeholders to identify analytics and reporting requirements • Conduct demos and training on self-service reporting and dashboard capabilities for customers and internal teams

🎯 Requirements

• 1+ years in product management or product owner roles, preferably in B2B SaaS environments • 2+ years experience working with embedded analytics, business intelligence, or data visualization platforms • Proven track record of delivering reporting or analytics product features from concept to launch • Strong attention to detail, organization, and prioritization skills • Exceptional communication and collaboration abilities across both technical and non-technical stakeholders • Familiarity with embedded analytics or BI platforms (Logi Symphony, Tableau, Power BI, or similar) • Understanding of data modeling, report building, and dashboard design for enterprise SaaS applications • Working knowledge of equity compensation concepts and data, including plan structures, participant transactions, and award types • Experience with Agile/Scrum methodologies and product management frameworks • Bachelor's degree in Business, Computer Science, Information Systems, or a related field required

🏖️ Benefits

• Additional Information All your information will be kept confidential according to EEO guidelines.