Director, Finance

insightsoftware; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

A leading company in financial solutions seeks a Director of Finance to oversee financial planning and analysis. This role involves managing budgets, forecasting, and collaborating with executive leadership to drive strategic decisions. The ideal candidate will have extensive experience in financial leadership, particularly in a technology-focused environment, and will be instrumental in supporting the company's growth objectives.

Qualifications

• 10 years of financial analysis experience with 3-5 years of progressive financial leadership responsibility.
• Experience in a Software or technology focused business.
• Strong executive presence and comfort interfacing with executive leadership.

Responsibilities

• Develop annual operating budgets and prepare forecasts including monthly and yearly projections.
• Oversee cashflow forecasting and identify opportunities to enhance revenue growth.
• Support M&A activities including due diligence and financial modeling.

Skills

Analytical skills

Cross Functional Collaboration

Organization and planning

Efficiency

Disciplined Execution

Assertiveness

Education

Bachelor's degree in Accounting or Finance

Master's degree in Accounting or Finance

CPA or CFA

Job description

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Job Description

The Director of Finance reports directly to the Sr. Director, Finance and works with the executive team and board to report business analysis and financial metrics that lead to strategic business decisions. You will be responsible for overseeing a financial planning organization that has a comprehensive understanding of key business drivers and financial models. The FP&A and finance function will enable and support the company's growth and value creation objectives. You will be responsible for day-to-day operations and will work closely with our organizational leaders to ensure the accuracy, integrity, and timely reporting of the financial data for all of our internal and external requirements.

Responsibilities

• Develop annual operating budgets and prepare forecasts including monthly and yearly projections
• Administer and provide management variance analysis reports including all dashboard, operating, and board reporting packages
• Organize and evaluate data to identify and explain trends, problems, and root causes
• Work cross-functionally to create visibility into financial performance and understand key operational metrics within the organization to recommend new opportunities and risks
• Implement and utilize a planning system to streamline and operationalize our processes
• Support M&A activities including due diligence, financial modeling, forecasting, and integrating financials and operational metrics
• Oversee cashflow forecasting
• Identify opportunities to enhance revenue growth and profitability expansion
• Manage and develop staff by providing guidance, training, and motivation

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Efficiency – able to produce significant output with minimal wasted effort
• Honesty/integrity – does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; and speaks plainly and truthfully
• Organization and planning – plans, organizes, schedules, and budgets in an efficient, productive manner; focuses on key priorities
• Assertive – moves quickly and takes a forceful stand without being overly abrasive
• Analytical skills – able to structure and process qualitative or quantitative data
• Disciplined Execution– operates with discipline in every action. Works backward from an objective to set and accomplish appropriate milestones
• Cross Functional Collaboration – Ability to lead through influence and partner across multiple functions (e.g., product, engineering, marketing, sales, professional services, support, finance, operations) for delivering on bookings targets

Qualifications

Minimum qualifications:

• Bachelor's degree in Accounting or Finance
• 10 years of financial analysis experience with 3-5 years of progressive financial leadership responsibility
• 5 years of experience leading a team of accounting and finance professionals
• Experience working in a PE-backed environment
• Experience in a Software or technology focused business
• Strong executive presence and be comfortable and credible interfacing within executive leadership, the board of directors, and private-equity investors
• In-depth working knowledge of the principals of financial statements, and ratio and trend analysis
• Must be operationally oriented with a keen focus on process, metrics, and results
• Ability to work autonomously, deal with and interact at the senior management level, and manage multiple priorities simultaneously

Preferred qualifications:

• Experience in calculating and forecasting Pro Forma EBITDA
• Experience with acquisition integrations
• Master's degree in Accounting or Finance
• CPA or CFA

Additional Information

All your information will be kept confidential according to EEO guidelines.

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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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.