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Finance Business Partner

Job not on LinkedIn

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $111k - $139k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of insightsoftware

insightsoftware

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

• Partner with functional leaders and business unit stakeholders on budgeting, forecasting, and performance management • Provide financial analysis for strategic initiatives, including deal structuring, pricing, and cost optimization • Participate in executive meetings and provide financial perspective on business decisions • Translate complex financial data and modeling results into clear narratives • Identify financial risks and opportunities across the organization • Own P&L analysis and reporting across assigned functional areas or business units • Develop and maintain financial models for budgeting, forecasting, scenario planning, and ad hoc analyses • Lead P&L reviews, variance analysis, and performance commentary • Build and refine financial dashboards and reporting frameworks • Perform cash flow forecasting and liquidity analysis; support covenant compliance and debt management reporting • Manage functional or business unit budgets, quarterly reforecasting, and plan-to-actual tracking • Own monthly and quarterly financial reporting, including variance reports and board-ready presentations • Support financial close activities and reconciliation reviews • Prepare management reporting packages and variance commentary • Maintain internal controls and data integrity • Support headcount planning, compensation analysis, and cost optimization initiatives • Assist with M&A due diligence and post-acquisition integration • Provide ad hoc analysis and modeling for cross-functional projects • Leverage NetSuite, JustPerform, and AI-powered tools to improve reporting and decision-making • Review financial analyses for accuracy, methodology, and clarity • Contribute to process improvement initiatives

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field • 5+ years of progressive experience in FP&A, financial analysis, accounting, or finance business partner roles • Demonstrated experience building and owning comprehensive P&L analyses • Advanced proficiency in Microsoft Excel and financial modeling • Ability to build, maintain, and communicate complex models independently • Strong understanding of financial statements, GAAP accounting principles, and business finance concepts • Proficiency with ERP systems; NetSuite preferred • Exceptional analytical skills with ability to identify trends, root causes, and opportunities in large datasets • Strong written and verbal communication skills • Demonstrated independent execution and ownership of financial analyses from conception to delivery • Preferred: 6+ years of experience, including FP&A or finance business partner experience in SaaS or software • Preferred: Experience with private equity-backed companies and PE reporting requirements • Preferred: CPA or MBA • Preferred: Experience with headcount planning, cost optimization, or M&A financial analysis • Preferred: Experience coaching or mentoring junior financial team members • Preferred: Familiarity with Anaplan, JustPerform, Adaptive Insights, or comparable tools • Preferred: Demonstrated experience using AI tools in analytical workflows • Preferred: Comfort with regular AI usage for financial analysis and modeling

🏖️ Benefits

• Additional bonus eligibility may apply for non-sales roles • Equal employment opportunity workplace • Confidential handling of applicant information according to EEO guidelines

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