Director, Finance

Summary

Join insightsoftware as the Director of Finance, reporting to the Sr. Director, Finance. You will collaborate with the executive team and board, providing business analysis and financial metrics for strategic decision-making. Oversee a financial planning organization, ensuring a comprehensive understanding of key business drivers and financial models. Your responsibilities include day-to-day operations and working with organizational leaders to guarantee accurate and timely financial reporting. You will develop annual budgets, forecasts, and variance analysis reports. Support M&A activities and identify opportunities for revenue growth and profitability expansion. Manage and develop a team of finance professionals.

Requirements

• Bachelor's degree in Accounting or Finance
• 10 years of financial analysis experience with 3-5 years of progressive financial leadership responsibility
• 5 years of experience leading a team of accounting and finance professionals
• Experience working in a PE-backed environment
• Experience in a Software or technology focused business
• Strong executive presence and be comfortable and credible interfacing within executive leadership, the board of directors, and private-equity investors
• In-depth working knowledge of the principals of financial statements, and ratio and trend analysis
• Must be operationally oriented with a keen focus on process, metrics, and results
• Ability to work autonomously, deal with and interact at the senior management level, and manage multiple priorities simultaneously

Responsibilities

• Develop annual operating budgets and prepare forecasts including monthly and yearly projections
• Administer and provide management variance analysis reports including all dashboard, operating, and board reporting packages
• Organize and evaluate data to identify and explain trends, problems, and root causes
• Work cross-functionally to create visibility into financial performance and understand key operational metrics within the organization to recommend new opportunities and risks
• Implement and utilize a planning system to streamline and operationalize our processes
• Support M&A activities including due diligence, financial modeling, forecasting, and integrating financials and operational metrics
• Oversee cashflow forecasting
• Identify opportunities to enhance revenue growth and profitability expansion
• Manage and develop staff by providing guidance, training, and motivation

Preferred Qualifications

• Experience in calculating and forecasting Pro Forma EBITDA
• Experience with acquisition integrations
• Master's degree in Accounting or Finance
• CPA or CFA