Finance Director
About Us:
insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description:
Position Overview
The Director of Finance is a high-impact, strategic finance leader who serves as the primary financial partner to the Business Unit (BU) Presidents. This is an individual contributor role with no direct reports. This individual will be embedded within the business to drive financial rigor, support operating decisions, and translate complex data into clear, actionable insights. The ideal candidate combines deep financial acumen with a business partner mindset — someone who is as comfortable in a board-level strategy conversation as they are building a financial model from scratch.
Key Responsibilities
Business Partnership & Strategic Support
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.
Financial Planning & Analysis
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.
Reporting & Performance Management
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.
Leverage insightsoftware's own platform and tools to enhance reporting efficiency and analytical depth.
Operational Finance
Partner with BU Presidents to manage headcount planning, cost optimization, and resource prioritization.
Support deal structuring, pricing analysis, and commercial reviews for key customer or partner agreements.
Identify financial risks and opportunities within the business and proactively surface recommendations to leadership.
M&A & Integration Support
Support financial due diligence and post-acquisition integration activities for BU-specific transactions.
Assist in onboarding acquired businesses into insightsoftware's financial processes and reporting structures.
Cross-Functional Collaboration
Partner with Accounting, FP&A, and Corporate Finance teams to ensure consistent financial processes and data integrity across the organization.
Collaborate with Sales, Operations, and Product teams to model the financial impact of strategic initiatives.
Qualifications
Required
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.
Preferred
Experience in a private equity-backed software or SaaS company.
Familiarity with insightsoftware products or comparable financial reporting/EPM platforms.
Prior involvement in M&A due diligence or post-merger integration.
Experience operating across multiple business units or geographies simultaneously.
The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD Annual.
Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.
We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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At insightsoftware, 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. We are proud to be an equal opportunity workplace.
