Sr. Financial Analyst

  • Full-time

Company Description

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

Job Description

What will you do?

  • Research and provide period over period variance explanations of forecasts of financial statements
  • Partner with functional leaders to create annual budgets and related reports
  • Provide ad-hoc financial support to functional managers as needed
  • Assist with month-end reporting processes, including preparation of slides for monthly board presentations
  • Create and maintain performance dashboards for various departments within insightsoftware
  • Perform routine reconciliations to ensure reporting accuracy

How will you do it?

  • Drive & Discipline – ability to focus and work hard to achieve the right results
  • Integrity – high ethical standards and doing the right thing even when others aren’t looking
  • Mental agility – a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems
  • Detail-orientation – be thorough and consistently deliver high-quality work

Goals within first 3 months:

  • Take full ownership of financial analysis and reporting for your designated area of the business. This includes weekly forecast updates and communication of budget performance to executive leadership.
  • Full management of functional headcount budget, including approvals for new job positions.
  • Perform comprehensive reviews of functional performance as part of the monthly accounting close process.


  • 2+ years of experience in FP&A or similar roles
  • Advanced level of proficiency in Microsoft Office (primarily Excel and PowerPoint)
  • Familiarity with standard financial planning and accounting concepts, practices and procedures
  • Passion for managing, organizing, and analyzing large and/or ambiguous sets of data
  • Proactive thinker, accountable, with high level of intellectual curiosity
  • Ability to also work independently, with a high degree of accuracy, in a fast-paced environment

Preferred qualifications:

  • Experience with NetSuite and Salesforce
  • Prior experience with a software company

Additional Information

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


** 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.