insightsoftware

Program Director, EPM

insightsoftware

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Lead

About the role

  • Serve as project director on large or complex EPM implementations, owning delivery governance, commercials, and client success
  • Establish programme structure, communication cadence, and risk‑management processes across customer, partner, and insightsoftware teams
  • Drive steady progress toward scope, schedule, and margin goals; intervene to remove road‑blocks
  • Provide technical and functional vision, guidance, and quality assurance to Solution Architects across parallel work‑streams
  • Champion delivery standards, agile best practices, and continuous‑improvement initiatives
  • Escalate and resolve project issues promptly, protecting customer satisfaction and commercial outcomes
  • Lead services‑scoping workshops during sales cycles and craft persuasive Statements of Work (SOWs)
  • Collaborate with Account Executives to build delivery road‑maps and value propositions; present proposals and architectures to C‑suite and senior finance leadership
  • Identify upsell and cross‑sell opportunities and contribute to quarterly revenue forecasting, pipeline reviews, and pricing strategy
  • Build and nurture relationships with strategic implementation partners and mentor/coach Solution Architects and Consultants
  • Own utilization and margin targets for assigned portfolio; dedicate up to 50% of time to pre‑sales activities

Requirements

  • 10+ years of progressive experience delivering Enterprise Performance Management (EPM) or Finance Transformation programmes
  • At least 5 years in a senior engagement-lead or programme-director role
  • Deep functional knowledge of Finance, FP&A, and Accounting processes
  • Hands-on expertise with at least one leading EPM platform (e.g., Anaplan, OneStream, SAP BPC, CCH® Tagetik)
  • Proven track record scoping and negotiating multi‑million‑dollar SOWs and exceeding services KPIs (bookings, revenue, margin, utilization)
  • Demonstrated success leading geographically dispersed, multi‑vendor delivery teams using agile / hybrid methodologies
  • Strong commercial acumen and executive‑level communication skills
  • Bachelor’s or Master’s degree in Finance, Accounting, Business Analytics, Information Systems, or related discipline (MBA or equivalent experience preferred)
  • Willingness to travel up to 25%
  • Must be eligible to work in the country where the position is located (no sponsorship)
  • Background checks are required for employment where permitted by law
  • Personal attributes: Leadership, Business Acumen, Persuasiveness, Resilience, Calm Under Pressure, Methodical, Innovative, Articulate, Active Listener, Coaching Mind‑set
  • 8+ years’ experience in accounting or finance with strong focus on budgeting and forecasting (listed in posting)