Serve as the dedicated finance partner to multiple BU Presidents, providing financial counsel to support strategic planning, investment decisions, and operational execution.
Participate in BU leadership meetings, offering financial perspective on product strategy, go-to-market initiatives, pricing, and resource allocation.
Translate financial data into business narratives that enable BU leaders to make informed, timely decisions.
Lead the annual budgeting process and ongoing forecasting for assigned business units, ensuring alignment with corporate financial targets.
Develop and maintain detailed financial models to evaluate business performance, scenario planning, and growth opportunities.
Provide variance analysis and communicate key financial drivers to BU Presidents and senior finance leadership.
Own the monthly and quarterly financial reporting cadence for assigned business units, including P&L management, KPI dashboards, and executive commentary.
Design and maintain management reporting frameworks that provide real-time visibility into BU performance.
Partner with BU Presidents to manage headcount planning, cost optimization, and resource prioritization.
Support financial due diligence and post-acquisition integration activities for BU-specific transactions.

Requirements

Bachelor's degree in Finance , Accounting, Economics, or a related field; MBA or CPA strongly preferred.
10+ years of progressive finance experience, including a minimum of 3–5 years in an FP&A, finance business partner, or senior finance management role.
Demonstrated experience supporting senior business leaders (VP, President, or C-suite level) in a fast-paced, high-growth environment.
Advanced financial modeling skills with the ability to build, maintain , and communicate complex models clearly.
Strong command of GAAP, financial reporting, and key SaaS or enterprise software metrics (ARR, NRR, CAC, LTV, churn, etc.).
Experience with budgeting, forecasting, and long-range financial planning.
Exceptional communication and presentation skills; ability to distill complex financial information for non-finance audiences.
High proficiency in Excel; experience with ERP systems (e.g., Oracle, SAP, Microsoft Dynamics) and FP&A tools.

Benefits

All your information will be kept confidential according to EEO guidelines.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingvariance analysisbudgetingforecastingfinancial reportingP&L managementKPI dashboardsscenario planningcost optimizationfinancial due diligence

Soft Skills

communication skillspresentation skillsstrategic planningoperational executioncollaborationanalytical thinkingproblem-solvingleadershipbusiness acumenadaptability

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACPA