Programme Director – Enterprise Performance Management (EPM)

insightsoftware; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

insightsoftware is seeking a Programme Director to lead complex customer programs in Planning, Budgeting, and Financial Consolidation. The role combines project leadership and sales initiatives, requiring proven experience in Finance Transformation and a strong background in delivering high-value solutions. The successful candidate will mentor a team while driving sales and delivery excellence, ensuring measurable progress across multiple projects.

Qualifications

• Experience in senior engagement-lead or programme-director role.
• Hands-on expertise with leading EPM platforms.
• Track record of exceeding service KPIs.

Responsibilities

• Drive large implementations and ensure client success.
• Lead services-scoping workshops during sales cycles.
• Mentor and coach a team of Solution Architects.

Skills

Finance

FP&A

Commercial acumen

Leadership

Agile methodologies

Education

Bachelor’s or Master’s degree in Finance, Accounting, Business Analytics, Information Systems

MBA or equivalent experience

Tools

Anaplan

OneStream

SAP BPC

CCH Tagetik

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

As a Programme Director, you will operate as both a regional project director and a senior solutions architect for our Planning, Budgeting & Financial Consolidation offerings. You will steer multiple concurrent customer programs from scoping through adoption while dedicating up to 50% of your time to pre‑sales activities that generate professional‑services revenue.

Partnering closely with Sales Directors, you will shape deal strategy, scope Statements of Work (SOWs), and present executive‑level delivery proposals. Internally, you will mentor and coach a team of Solution Architects and Consultants, safeguard delivery excellence, and own utilization and margin targets for your portfolio.

Key Responsibilities

Below is an indicative split of your time. Actual allocation will flex based on pipeline and active project load.

Delivery & Programme Leadership (~50%)

• Serve as programme director on large or complex implementations, owning delivery governance, commercials, and client success.
• Establish programme structure, communication cadence, and risk‑management processes across customer, partner, and insightsoftware teams.
• Drive steady, measurable progress toward clearly defined scope, schedule, and margin goals; intervene early to remove road‑blocks.
• Provide technical and functional vision, guidance, and quality assurance to Solution Architects across parallel work‑streams.
• Champion delivery standards, agile best practices, and continuous‑improvement initiatives.
• Escalate and resolve project issues promptly, protecting both customer satisfaction and commercial outcomes.

Sales & Business Development (~50%)

• Lead services‑scoping workshops during sales cycles; craft persuasive SOWs that set clear scope, staffing, timeline, and profitability expectations.
• Collaborate with Account Executives to build delivery road‑maps and value propositions that accelerate deal velocity.
• Present proposals and solution architectures to C‑suite and senior finance leadership, establishing yourself as a trusted advisor.
• Identify upsell and cross‑sell opportunities within existing accounts and hand off qualified leads to Sales / Customer Success.
• Contribute to quarterly revenue forecasting, pipeline reviews, and pricing strategy; maintain discipline around bookings, backlog, and utilization metrics.
• Build and nurture relationships with strategic implementation partners to augment capacity and drive a healthy partner‑to‑insightsoftware revenue mix.

Qualifications

• Experience delivering Enterprise Performance Management (EPM) or Finance Transformation programmes, having acted in a senior engagement‑lead or programme‑director role.
• Deep functional knowledge of Finance, FP&A, and Accounting processes; hands‑on expertise with at least one leading EPM platform (e.g., Anaplan, OneStream, SAP BPC, CCH Tagetik).
• Proven track record scoping and negotiating multi‑million‑dollar SOWs and exceeding services KPIs (bookings, revenue, margin, utilization).
• Demonstrated success leading geographically dispersed, multi‑vendor delivery teams using agile / hybrid methodologies.
• Strong commercial acumen, executive‑level communication skills, and ability to translate complex issues into clear, actionable plans.
• Bachelor’s or Master’s degree in Finance, Accounting, Business Analytics, Information Systems, or related discipline; MBA or equivalent experience preferred.

Travel Requirements:

• Willingness to travel up to 25%

Additional Information

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

Please note insightsoftware is unable to provide sponsorship for candidates ineligible to work in the stated work location.

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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Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, 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.