Senior Product Owner, Financial Reporting - Equity

🕒 4 days ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $124k - $156k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

🏢 Enterprise

💸 Finance

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

SaaS • Enterprise • Finance

insightsoftware is a provider of reporting, analytics, and enterprise performance management (EPM) software targeted at finance, accounting, and enterprise IT teams. The company delivers a broad portfolio of products for ERP reporting and automation (for Oracle, SAP, Microsoft Dynamics, JD Edwards and 140+ ERPs), data connectivity (Simba ODBC/JDBC drivers and SDK), embedded analytics (Logi), planning & disclosure tools (JustPerform, Certent, Longview), lease and equity management, and product information management (Agility PIM). Their offerings focus on financial reporting, ERP-to-cloud data integration, automation of accounting processes, and enabling embedded analytics for ISVs and enterprise customers.

📋 Description

• Assist with the product roadmap for financial reporting features, balancing regulatory changes, customer needs, competitive positioning, and platform scalability • Define multi-quarter feature priorities based on revenue impact, regulatory requirements (ASC 718, IFRS 2), and technical dependencies • Conduct competitive analysis of financial reporting capabilities across equity management and equity accounting platforms • Partner with Sales, Customer Success, and key customer stakeholders to identify reporting gaps and deliver best-in-class financial reporting solutions • Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria • Define report structures, data models, and calculation methodologies with precision appropriate for financial close and audit processes • Conduct technical review sessions with engineering teams to validate requirements and identify implementation risks before development begins • Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements • Partner with other Equity Product Owners — including Admin Reporting and Batch Processing — to ensure financial reporting data flows and integrations are seamless • Collaborate with Professional Services on customer implementations and reporting configurations, identifying best practices • Work with Product Marketing on financial reporting feature positioning, release communications, and sales enablement materials • Engage with Compliance and Legal teams on accounting standard updates and their product implications • Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders to understand reporting pain points and requirements • Conduct demos and training for customers, partners, and internal teams on financial reporting capabilities • Support Sales in competitive evaluations, RFP responses, and customer advisory engagements • Participate in customer advisory board sessions focused on financial reporting needs

🎯 Requirements

• 2+ years in product management or product owner roles, preferably in B2B SaaS environments • 3+ years of experience in equity financial reporting • Proven track record of delivering complex SaaS reporting features or financial modules from concept to launch • Exceptional communication and collaboration abilities with a demonstrated aptitude for influencing and building consensus among cross-functional stakeholders • Strong attention to detail, organization, and prioritization skills • Deep understanding of ASC 718 stock-based compensation accounting, including expense recognition, forfeiture modeling, and footnote disclosure requirements • Familiarity with IFRS 2 and international equity accounting considerations • Understanding of EPS dilution calculations (basic and diluted) and their relationship to equity awards • Solid understanding of equity compensation plan types, including stock options, RSUs, PSUs, and ESPP • Bachelor's degree in Accounting, Finance, Business, or a related field required • CEP (Certified Equity Professional) Level 1 certification or higher CPA or accounting credential is a strong plus • MBA or similar advanced degree preferred • Experience with Agile/Scrum methodologies and product management frameworks • Experience with financial reporting platforms, ERP integrations, or general ledger connectivity.