Finance Business Partner

insightsoftware is a global provider of reporting, analytics, and performance management solutions that help finance and data teams transform business data into actionable insights. The Finance Business Partner serves as a strategic finance advisor, owning P&L analysis, financial modeling, forecasting, reporting, and business partnership activities. The role supports budgeting, strategic initiatives, operational decision-making, and financial performance management across the organization.

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

Requirements:

• 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
• 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