
1001 - 5000 employees
âď¸ SaaS
đ¸ Finance
đ˘ Enterprise
đ° $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.
đ September 11
đşđ¸ United States â Remote
đľ $111k - $139k / year
â° Full Time
đĄ Mid-level
đ Senior
đ¸ Financial Planning and Analysis (FP&A)
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1001 - 5000 employees
âď¸ SaaS
đ¸ Finance
đ˘ Enterprise
đ° $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.
⢠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
⢠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
⢠Additional bonus eligibility may apply for non-sales roles ⢠Equal employment opportunity workplace ⢠Confidential handling of applicant information according to EEO guidelines
Apply Nowđ September 11
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