Senior Finance Partner: P&L, Forecasting & Strategy

insightsoftware; United States; On-site; USD 111,000 - 139,000; Full time

Job summary

insightsoftware is seeking a Finance Business Partner to serve as a strategic finance advisor who owns P&L analysis, forecasting, and financial modeling across business units. You will partner with senior leadership, translate data into actionable insights, and drive planning, reporting, and performance management in a fast-paced SaaS environment.

This role requires strong Excel and ERP experience, GAAP knowledge, and the ability to present complex analyses clearly to non-finance stakeholders.

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.
• Advanced proficiency in Microsoft Excel and financial modeling; ability to build, maintain, and communicate complex models.
• 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

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
• Own comprehensive P&L analysis and reporting across assigned functional areas and/or business units

Skills

Excel proficiency

Financial modeling

GAAP knowledge

ERP systems

Education

Bachelor's degree in Finance or related field

Tools

NetSuite

JustPerform

Adaptive Insights

Job description

insightsoftware is seeking a Finance Business Partner to serve as a strategic finance advisor who owns P&L analysis, forecasting, and financial modeling across business units. You will partner with senior leadership, translate data into actionable insights, and drive planning, reporting, and performance management in a fast-paced SaaS environment.

This role requires strong Excel and ERP experience, GAAP knowledge, and the ability to present complex analyses clearly to non-finance stakeholders.