Full-Time
Program Director
EPM
Posted on 9/14/2025
insightsoftware
1,001-5,000 employees
Provides financial reporting and EPM software
No salary listed
Remote in USA
Remote
 Finance & Banking (1) |
|---|
- Bachelors or Master’s degree in Finance, Accounting, Business Analytics or Business Systems
- Experience with EPM solutions such as SAP BPC, One Stream, Anaplan, CCH Tagetik or similar
- 8+ years’ experience in accounting or finance with strong focus on budgeting and forecasting
- In-depth knowledge of accounting processes and financial planning & analysis
- Excellent technology skills related to product implementation
- High proficiency in Excel, along with strong skills in other Microsoft Office products (Word, PowerPoint), and basic computer skill
- Ability to answer intermediate-level product questions on various functionalities
- Excellent presentation, written and oral communication skills
- Strong troubleshooting and problem-solving skills
- Ability to multi-task and prioritize multiple competing tasks
- Serve as project 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
- 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
- Willingness to travel up to 25%
Insightsoftware provides financial reporting and enterprise performance management (EPM) software that connects with more than 140 ERP and other enterprise systems. It helps finance and accounting teams automate and accelerate processes such as financial reporting, budgeting, forecasting, consolidation, analytics, tax reporting, and data management. The product suite works by integrating with a company’s ERP data to give real-time visibility into financial and operational performance, enabling faster, more informed decisions. What sets Insightsoftware apart is its broad ERP integration reach and comprehensive set of modules that cover the entire financial close and planning cycle, serving a wide range of customers from small businesses to large enterprises. The company aims to improve financial data management and decision-making by providing scalable, license- and subscription-based software that centralizes reporting, analytics, and planning across the organization.
Company Size
1,001-5,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$1.1B
Headquarters
Raleigh, North Carolina
Founded
2000
Simplify's Take
What believers are saying
- JustPerform acquisition adds AI predictive analytics and Excel integration.
- LeaseAccelerator enhances lease accounting and emissions reporting since July 2024.
- ESG solution supports CSRD compliance with XBRL tagging and GRI templates.
What critics are saying
- Workday native EPM erodes Simba Drivers demand by Q4 2026.
- OneStream AI planning captures JustPerform market share in 2026.
- Hg Capital forces sale in 2026 due to acquisition debt overload.
What makes insightsoftware unique
- Integrates with 140+ ERPs for real-time Excel-native financial reporting.
- 29 acquisitions in six years expand EPM, lease, and ESG capabilities.
- AI-powered Lineos unifies data from ERP, CRM, and sustainability systems.
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insightsoftware has acquired JustPerform, a cloud-native enterprise performance management platform, to enhance its portfolio with AI-driven predictive analytics and automated insights. This acquisition aims to unify EPM processes, streamline financial operations, and improve decision-making. JustPerform's platform offers seamless ERP integration and deep Excel integration, enabling agile, process-driven decision-making. This marks insightsoftware's 29th acquisition in six years.