Finance Business Partner

insightsoftware, LLC; California (MO); Hybrid; USD 111,000 - 139,000; Full time

Job summary

insightsoftware is seeking a Finance Business Partner to act as a strategic finance advisor to the Senior Director of Finance and key stakeholders. You will own P&L analysis, build financial models, cash flow forecasts, and ad hoc analyses, translating data into actionable insight for decision makers.

The role sits in operational planning, partnering with business units to drive budgeting, forecasting, and performance management.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CPA or MBA preferred with FP&A/finance experience.
• 5+ years of progressive FP&A or finance partner roles.
• Advanced Excel and ERP/financial reporting tools.

Responsibilities

• Partner with leaders to drive budgeting, forecasting, and performance management.
• Provide independent financial analysis on strategic initiatives and deal structures.
• Participate in executive meetings to offer financial perspective.
• Translate financial data into clear narratives for leadership.
• Own comprehensive P&L analyses and monthly/quarterly reporting.
• Develop detailed financial models for planning and ad hoc analyses.
• Lead variance analyses and management reporting packages.

Skills

Strategic finance advisory

Financial analysis

Communication with leadership

Narrative storytelling with data

Independent execution

Forecasting and modeling

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CPA or MBA

Tools

NetSuite

JustPerform

Excel

Adaptive Insights

Anaplan

Job description

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:

Finance Business Partner Position Overview 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.

Key Responsibilities

• Business Partnership & Strategic Support 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

Full P&L Ownership & Financial Modeling

• 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

Monthly & Quarterly Reporting

• 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

Operational Finance

• 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

Support

• 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

How Will You Do It?

The Insight Way Own the outcome Take full accountability for your analyses, models, recommendations, and deliverables. Deliver high-quality work that can go directly to executive leadership. Think strategically about the business impact of your work, not just completing assigned tasks. Aim to exceed expectations and move needles on business decisions. Win together Partner effectively across finance and the broader organization. Bring collaborative energy to cross-functional initiatives and joint problem-solving. Support colleagues and elevate team capability through your insights and work product. Foster a winning mindset across the team. Champion the customer Recognize that your customers are our executive leadership team and business leaders. Invest time understanding their strategic priorities, decision-making needs, and pain points. Deliver financial insights and analyses that directly enable better, faster business decisions. Go relentlessly after understanding what they truly need, not just what they ask for. Challenge the status quo Push for process improvements and more efficient ways of working. Question assumptions in data, methodologies, and analyses. Bring fresh thinking and intellectual rigor to financial challenges rather than accepting "this is how we've always done it." Reject complacency in your own work and raise the bar continuously. Make what matters Focus your effort on analyses and projects that move business decisions forward and create real value. Distinguish signal from noise in financial data. Apply rigorous thinking and creative modeling approaches to unlock insights that matter to leadership. Remember that not all analyses are equally important; concentrate on the work that drives outcomes.

Qualifications Required

• 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
• Experience with private equity-backed companies and PE reporting requirements
• Familiarity with insightsoftware products or comparable EPM/financial reporting platforms
• CPA or MBA
• Prior experience with headcount planning, cost structure optimization, or M&A financial analysis
• Experience coaching or mentoring junior financial team members
• Familiarity with planning and forecasting tools (e.g., Anaplan, JustPerform, Adaptive Insights)
• Demonstrated experience using AI tools to enhance analytical capabilities and improve productivity
• Comfort with regular AI usage as an integral part of financial analysis and modeling workflows

Core Competencies

• 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

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.

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

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.

Learn more about our high-energy, high-performance global team: Work With Us insightsoftware About Us: Hear From Our Team Background checks are required for employment with insightsoftware, where permitted by country, state/province. 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.