Finance Business Partner

About the role

The Finance Business Partner is a senior individual contributor who serves as a strategic finance advisor to the Senior Director of Finance and key business stakeholders across insightsoftware. This role bridges operational execution and strategic advisory, managing comprehensive P&L analysis, building and maintaining complex financial models, cash flow forecasting, and ad hoc financial modeling. The ideal candidate combines strong technical finance skills with business acumen, capable of independently managing complex financial analyses and delivering proactive business partnership across the organization. You will be embedded in operational planning and decision‑making, translating financial data into actionable insights.

Responsibilities

• Partner with functional leaders and business unit stakeholders to drive financial decision‑making on budgeting, forecasting, and performance management
• Provide independent financial analysis on key strategic initiatives, including deal structuring, pricing analysis, and cost optimization opportunities
• Participate in executive meetings as needed to offer financial perspective on business decisions and operational performance
• Translate complex financial data and modeling results into clear narratives for leadership and non‑finance stakeholders
• Support the Senior Director in identifying financial risks and opportunities across the organization
• Own comprehensive P&L analysis and reporting across assigned functional areas and/or business units, including revenue, expenses, and profitability trending
• Develop, build, and maintain detailed financial models to support budgeting, forecasting, scenario planning, and ad hoc business analyses
• Lead P&L reviews, variance analysis, and performance commentary that clearly articulate business drivers and financial performance
• Build and refine financial dashboards and reporting frameworks that provide real‑time visibility into key performance metrics
• Perform detailed cash flow forecasting and liquidity analysis; support covenant compliance and debt management reporting
• Manage functional or business unit budgets, including budget build support, quarterly reforecasting, and plan‑to‑actual tracking
• Own the monthly and quarterly financial reporting cadence for assigned areas, including preparation of variance reports and board‑ready presentations
• Ensure accuracy and timeliness of financial close activities for assigned areas; support month‑end close process and reconciliation reviews
• Prepare management reporting packages and variance commentary that clearly communicate performance drivers to leadership
• Maintain internal controls and ensure data integrity across all financial analyses and reports
• Support headcount planning, compensation analysis, and cost optimization initiatives with modeling and analysis
• Assist with M&A due diligence and post‑acquisition integration activities as assigned
• Provide ad hoc financial analysis and modeling support for cross‑functional projects and strategic initiatives
• Leverage insightsoftware's financial platforms (NetSuite, JustPerform, etc.) and AI‑powered tools to enhance reporting, analytical efficiency, and decision‑making capability
• Review financial analyses and work product for accuracy, methodology, and clarity
• Contribute to process improvement initiatives that enhance team efficiency and analytical capability

Qualifications

• 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, with demonstrated experience building and owning comprehensive P&L analyses
• Advanced proficiency in Microsoft Excel and financial modeling; demonstrated 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) and financial reporting/planning tools
• Exceptional analytical skills with the ability to identify trends, root causes, and opportunities in large datasets
• Strong written and verbal communication skills; ability to present financial information clearly to both finance and non‑finance audiences
• Demonstrated track record of independent execution and ownership of financial analyses from conception to delivery
• Preferred: 6+ years of experience, including time in an FP&A or finance business partner role in a SaaS or software company
• Preferred: Experience with private equity‑backed companies and PE reporting requirements
• Preferred: Familiarity with insightsoftware products or comparable EPM/financial reporting platforms
• Preferred: CPA or MBA
• Preferred: Prior experience with headcount planning, cost structure optimization, or M&A financial analysis
• Preferred: Experience coaching or mentoring junior financial team members
• Preferred: Familiarity with planning and forecasting tools (e.g., Anaplan, JustPerform, Adaptive Insights)
• Preferred: Demonstrated experience using AI tools to enhance analytical capabilities and improve productivity
• Preferred: Comfort with regular AI usage as an integral part of financial analysis and modeling workflows

Skills

• Analytical Skills – able to structure and process qualitative or quantitative data; identify patterns and recommend action
• Organization & Planning – manages multiple priorities effectively; stays organized in a complex, fast‑paced environment
• Efficiency – produces high‑quality output with disciplined time and resource management
• Assertiveness – voices opinions and recommendations with confidence; willing to challenge assumptions respectfully
• Cross‑Functional Collaboration – works effectively with peers across finance and the broader organization; builds trust and credibility
• Intellectual Curiosity – constantly asks “why” and seeks to understand business drivers and implications
• Accountability – takes ownership of deliverables and follows through; holds self to high standards of accuracy and timeliness

Pay

The salary range in United States of America for this position is 111,000.00 to 139,000.00 USD Annual. For sales roles, this range includes the commission target. For non‑sales roles, this is a base salary only range; additional bonus eligibility may apply. Your specific offer within this range will be determined by your skills, experience, and qualifications. 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.