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insightsoftware

Provides financial reporting and EPM software

Principal Software Development Engineer in Test

Full-TimeUpdated on 10/14/2026
No salary listed
Expert
Bachelor's
Remote in India
Remote
QA & TestingTest Automation Engineering

About the job

Requirements
  • At least 9 years of software quality engineering experience in enterprise SaaS environments, including at least 3 years in a Senior or Lead QE capacity and demonstrable progression into domain-level quality ownership.
  • A proven track record of owning quality outcomes at platform or product level by designing systems, standards, and processes that prevent defects at scale.
  • Expert-level Oracle SQL and PL/SQL, including complex joins, window functions, common table expressions, recursive queries, analytical functions, explain plan analysis, and performance tuning; experience designing SQL validation frameworks for others to operate.
  • Deep experience owning test strategy for reporting or business intelligence systems, including report output fidelity, data transformation correctness, aggregation logic, and analytical query validation against source data across multiple teams or release streams.
  • Ability to define and govern domain-level test strategy, including coverage standards, definition-of-done criteria, and test architecture decisions applicable across scrum teams.
  • Established AI tooling practice in quality engineering, including defining adoption standards, evaluating output quality, and driving team-wide use across test generation, SQL authoring, security scenarios, and data synthesis.
  • Strong proficiency in C# and .NET test frameworks such as NUnit, xUnit, or MSTest, with experience architecting and governing shared automation frameworks.
  • Security testing ownership, including setting domain-level standards for input validation, authentication boundary testing, injection vulnerabilities, and OWASP-aligned coverage, and ensuring consistent application across the QE team.
  • Expert-level command of JIRA and Xray, including test governance, coverage reporting, and quality metrics at program or domain level.
  • Experience representing quality in PI planning, release governance, and cross-functional architectural forums, with the ability to influence delivery decisions.
  • Experience mentoring Senior and Lead QEs through structured coaching, test and code reviews, and contributions to career development and IDP conversations.
  • Strong executive communication skills for explaining quality risk, coverage status, and data accuracy findings to Engineering Directors, Product leadership, and enterprise client stakeholders.
  • Bachelor's degree in Computer Science or Engineering, or equivalent experience at a level consistent with the role's scope.
Responsibilities
  • Own quality outcomes for the Reporting/BI domain across multiple scrum teams by architecting how quality is built into delivery from requirements through production.
  • Define platform-wide test strategy and coverage standards for reporting features, SQL and PL/SQL changes, BI enhancements, and data pipeline work, covering functional correctness, financial data accuracy, aggregation logic, hierarchical traversal, performance, regression, security, and non-functional scenarios.
  • Establish and own the test condition framework derived from user stories, reporting specifications, and data contracts, including standards for complete coverage of boundary conditions, null handling, edge cases, and audit-trail accuracy.
  • Hold domain-level accountability for defect resolution and partner with Engineering Leads, Product Management, and DevOps to triage, prioritize, and close defects while addressing root causes.
  • Represent quality at quarter planning, release governance, and cross-team sprint ceremonies; flag coverage gaps, challenge scope, and influence delivery decisions before commitments are made.
  • Set and enforce consistent quality standards across Reporting/BI scrum teams in the India CoE, partnering with QA & Standards leadership and Engineering Directors to maintain platform-level coherence.
  • Own the SQL and PL/SQL validation architecture for the Reporting/BI domain by designing reusable query libraries, validation patterns, and data reconciliation frameworks for the QE team to use across features, releases, and client environments.
  • Define and govern data accuracy testing for complex hierarchical data models, including validation standards for hierarchy traversals, rollup levels, aggregation logic, financial calculations, and referential integrity, and ensure consistent application across QEs.
  • Lead validation of SQL and PL/SQL changes, including stored procedures, packages, views, and query modifications; set review standards for correctness, performance, and side-effect analysis, and personally conduct deep-dive reviews of high-risk or complex changes.
  • Set team-wide standards for defect evidence quality so data discrepancies are isolated, documented, and communicated with SQL evidence that pinpoints failures in the data pipeline.
  • Own query performance benchmarking as a platform-level quality gate by defining thresholds, maintaining baselines across report types and data volumes, and ensuring performance validation is part of the definition of done for every SQL change.
  • Define and own the end-to-end report output fidelity standard for the CEM platform across rendered output, totals, formatting, filtering behavior, and drill-down results, ensuring consistent application across QEs, report types, and client environments.
  • Set the validation framework for Logi Analytics (Logi Symphony) implementations, governing testing of report rendering, parameter handling, data binding, conditional logic, and export output, and making coverage patterns reusable.
  • Own parameterization and configuration test strategy by defining combinatorial coverage models for user-selectable filters, date ranges, grouping options, and report variants.
  • Hold accountability for financial report output accuracy in regulated enterprise client environments by setting standards for auditability, compliance readiness, and data correctness, and ensuring the QE team consistently applies them.
  • Own report performance validation as a platform quality gate by defining load thresholds by report type and data volume, maintaining regression baselines across releases, and driving engineering response to performance degradation.
  • Define and own the AI tooling adoption strategy for the QA & Standards organization, setting how AI is used for test plan generation, edge case identification, SQL validation authoring, data synthesis, and end-to-end scenario coverage, as well as standards for reviewing and promoting AI-generated artifacts.
  • Use AI tooling to expand coverage depth and scenario breadth, and establish this as the expected baseline for QEs across the domain.
  • Drive continuous improvement of AI tooling by evaluating output quality, identifying failure modes, and evolving prompting strategies, toolchain integrations, and review workflows.
  • Evaluate emerging AI capabilities in test generation, intelligent triage, and data synthesis; run structured pilots and provide evidence-based adoption recommendations to engineering and QA leadership.
  • Own automation investment strategy for the Reporting/BI domain by determining what to automate, in what order, at what coverage threshold, and with what tooling, prioritizing SQL-based data validation and API test coverage over UI automation.
  • Architect and govern the shared automation framework, defining SQL assertion patterns, API test structure, Azure DevOps CI/CD integration standards, and review criteria for automated test contributions from QEs.
  • Set and enforce the decision framework for automation versus manual testing based on coverage value, maintenance cost, and delivery velocity.
  • Own domain-level automation pipeline health by defining failure triage service-level agreements, distinguishing genuine defects from environmental noise, and improving coverage reliability and signal-to-noise ratio across CI/CD-integrated test suites.
  • Define the domain's security testing standard for input validation, authentication and authorization boundaries, data exposure risks, and injection vulnerabilities in report parameters and API inputs, and ensure every QE incorporates it.
  • Engage in design and architecture to identify security-sensitive surfaces in new reporting features and influence implementation decisions affecting testability before build begins.
  • Lead AI-augmented security scenario generation, using tooling to surface edge cases and attack vectors and setting standards for validation of AI-generated security test artifacts.
  • Own domain security risk escalation by assessing severity, framing impact in terms of compliance and client exposure, and driving resolution with Engineering and QA leadership.
  • Partner as a peer-level engineering contributor with Lead Engineers and Engineering Managers in design and architecture reviews, influencing implementation decisions affecting quality and testability.
  • Set quality communication standards for the domain covering defect status, test coverage, data accuracy findings, and quality risk, and ensure QEs consistently meet those standards in communications with scrum teams, QA leadership, and Engineering Directors.
  • Lead mentorship and talent development for Senior and Lead QEs through structured test and code reviews, SQL validation and automation coaching programs, and contributions to IDP conversations and career growth within QA & Standards.
  • Serve as the primary quality interface for enterprise client stakeholders, owning defect evidence documentation, issue clarification, and quality assurance communications for UBS, Bank of America, and other strategic engagements.
Desired Qualifications
  • Deep domain expertise in financial reporting, equity compensation, financial services, or regulated environments where report accuracy has compliance and audit implications.
  • Hands-on experience architecting validation coverage for Logi Analytics (Logi Symphony) or comparable enterprise BI or embedded analytics platforms, at a depth sufficient to define the team's testing standard.
  • Expert-level command of hierarchical and tree-structured data model validation, including coverage patterns for parent/child relationships, rollup correctness, and drill-down accuracy.
  • Familiarity with BI tools beyond Logi, such as Power BI, Tableau, or Cognos, sufficient to evaluate cross-platform validation approaches and inform tool selection.
  • Deep familiarity with Oracle read-optimization patterns, including materialized views, result cache, and analytical functions, sufficient to make architectural recommendations on query performance under test at enterprise data volumes.
  • Experience with Datadog or equivalent observability platforms, using logs, traces, and error events to diagnose test failures and drive root cause investigations across distributed systems.
  • Hands-on experience with Azure DevOps Pipelines for test execution governance, environment management strategy, and CI/CD quality gate design.
  • Familiarity with Azure cloud data services relevant to reporting, such as Azure SQL or Azure Analysis Services, sufficient to inform test environment and data state requirements.
  • Breadth across modern test automation tools such as Playwright, Cypress, k6, or SpecFlow, sufficient to make informed framework and tooling decisions for the domain.

About the company

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 (Non-Venture Capital)

Total Funding

$1B

Headquarters

Raleigh, North Carolina

Founded

2000

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Simplify Jobs

Simplify's Take

What believers are saying

  • EPM added more than 1,000 new customer logos in 2026, signaling demand.
  • TimeXtender partnership makes Jet Analytics faster to deploy for Microsoft Dynamics customers.
  • Certent and Simba broaden wallet share into equity management and embedded analytics.

What critics are saying

  • Microsoft and SAP increasingly own the data layer, shrinking insightsoftware into replaceable workflow glue.
  • Hg's platform pressure forces faster growth, while peers Vena and OneStream attack finance software.
  • Portfolio sprawl across finance, HR, and analytics invites integration debt; customers defect after migrations.

What makes insightsoftware unique

  • September 16, 2026: Lineos, Certent, and Simba target CFO, HR, and CTO workflows separately.
  • June 1, 2026 Jet Analytics added native Fabric, Snowflake, Azure Data Lake, and Power BI.
  • Thirty-one acquisitions and 34,000 customers give insightsoftware unusual cross-sell breadth across finance software.

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GlobeNewswire
Sep 16th, 2026
insightsoftware launches three specialized technology brands.

insightsoftware launches three specialized technology brands. Focused solutions empower finance, HR, and technology leaders to reduce complexity and act with confidence. September 16, 2026 09:00 ET | Source: insightsoftware * insightsoftware has launched three new specialized brands to better address the distinct needs of finance, HR, and technology leaders navigating AI-driven transformation. * Lineos, the new brand for the Office of the CFO, helps finance teams improve forecasting, reporting, and compliance through a unified, AI-powered platform. * Certent gives HR teams a scalable, easy-to-use platform for managing employee equity plans. * Simba delivers embedded intelligence and data and analytics solutions that help technology teams provide trusted, consistent, and verifiable AI-powered insights. RALEIGH, N.C., Sept. 16, 2026 (GLOBE NEWSWIRE) - insightsoftware, the leading global provider of EPM, equity management, and data and analytics software, today announced the launch of three new distinct brands: Lineos for the office of the CFO, Certent for equity management, and Simba for embedded intelligence and data and analytics. insightsoftware now serves as the portfolio company and maintains its brand and products across various markets. insightsoftware's new structure organizes its portfolio into dedicated brands to address the distinct operational challenges finance, technology, and HR leaders face amid AI-driven transformation: reducing data complexity, building trust in AI outputs, and enabling faster decision-making without vendor lock-in. The company is led by CEO and Chairman of the Board, Chris Jurasek, and supported by a deep leadership bench including Andrew Taylor, Chief Revenue Officer; Jennifer Warawa, President; and Chad Theule, Chief Customer Officer. "For nearly a decade, insightsoftware has built a world-class portfolio spanning the full finance workflow, bringing together 31 technology companies and earning the trust of more than 34,000 customers," said Chris Jurasek, Chief Executive Officer and Chairman of the Board at insightsoftware. "Having built significant scale through M&A, we are now focused on accelerating organic growth through new product innovation - investing heavily in AI, product modernization, and a simpler SaaS experience that helps customers realize value faster. We continue to gain momentum, with our EPM business adding more than 1,000 new customer logos this year alone. The launch of Lineos, Certent, and Simba represents the next stage of our transformation, introducing these focused brands with the domain expertise and innovation required to solve the distinct challenges facing CFOs, HR leaders, and CTOs." Today, Lineos and Simba are also releasing two research reports underscoring this critical market shift: * Lineos' research finds that while 68% of finance professionals believe AI could improve the accuracy of financial data, nearly a quarter (21%) hardly trust or do not trust AI outputs at all. This adds another layer of complexity to financial operations. * Simba's research reveals that 87% of organizations spend at least 20 hours per month preparing data for AI consumption, driving significant operational burdens. "Fragmented systems and disparate data sets pose significant challenges in achieving meaningful and impactful insights, leading to inconsistencies and different 'versions of the truth' when trying to reconcile information across the enterprise," said Howard Dresner, Founder and Chief Research Officer, Dresner Advisory. "Addressing fragmentation is essential for creating a path to meaningful and impactful insights and enabling organizations to make optimal and credible data-driven decisions." insightsoftware is now structured to mirror how finance, HR, and data leaders operate: * Lineos, the new brand for CFOs, offers a unified platform that gives finance teams a single line of sight across the full finance workflow, with AI surfacing insights that drive action. Lineos allows finance teams to work faster and improve forecasting, reporting, and compliance - all while saving time and resources. * Certent, the new brand for HR leaders, delivers an employee equity management platform built for simplicity and scale, for companies at every stage. Certent grows alongside businesses without any need for migration or broker lock-in, providing reliable reporting and an interface that makes managing equity plans easy. * Simba, the new brand for CTOs, helps builders embed trusted intelligence into every product, so they can deliver consistent, accurate answers in a world running on AI. Without moving or copying data, Simba provides access to the right data at the right time, ensuring outputs are consistent, verifiable, and defensible. * insightsoftware maintains its brand across various markets, with dozens of products still available, supported, and receiving investment. insightsoftware also becomes the portfolio company, providing unified infrastructure, ongoing innovation investment, and shared customer support across its three new specialized brands. About insightsoftware insightsoftware helps finance, technology, and HR leaders turn complexity into clarity and data into confident action. Grounded in decades of deep domain expertise and trusted by some of the world's most respected organizations, insightsoftware brings together the critical capabilities modern businesses need through three focused brands: Lineos, which gives CFOs the strategic line of sight to lead with confidence; Certent, which empowers HR leaders with scalable, future-ready equity management; and Simba, which equips CTOs with intelligence they can trust at every turn. Together they form a portfolio built for a world where the future of business is defined not by how much data you have, but by how well you use it.

Dynamics Communities
Sep 9th, 2026
Premier Partner Interview 2026: insightsoftware.

Premier Partner Interview 2026: insightsoftware. In this Premier Partner Interview, Jess Keeny, Chief Product Officer, insightsoftware, tells Giuseppe Ianni what attendees can expect from the organization at Summit NA 2026, and how the company is leveraging AI. Community Summit NA is the largest independent Microsoft AI & Business Applications User Conference on the planet. Register today for four days of big ideas, education, training, networking, and more to define your relevance in the AI era.

insightsoftware
Jun 1st, 2026
insightsoftware and TimeXtender launch New Jet Analytics cloud platform.

insightsoftware and TimeXtender launch New Jet Analytics cloud platform. June 1, 2026 insightsoftware is the most comprehensive provider of solutions for the Office of the CFO. Insightsoftware turn information into insights, empowering business leaders to strategically drive their organization. Summarize with AI: Expanded partnership delivers AI-ready data foundation with native Microsoft Fabric, Snowflake, and Power BI integration RALEIGH, N.C. - June 1, 2026 - insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, expands its partnership with TimeXtender to introduce a new version of Jet Analytics, delivering a unified analytics experience that accelerates cloud adoption and AI readiness. As organizations face growing pressure to adopt AI, many lack the trusted, connected data required to support it. Jet Analytics addresses this gap by providing a clean, governed, scalable data foundation, positioning customers to move from fragmented reporting to reliable, AI-powered insights. The expanded agreement reinforces a shared commitment to the global Microsoft Dynamics ecosystem. Jet Analytics now provides native support for Microsoft Fabric, Snowflake, Azure Data Lake, and Power BI, combining advanced automation with simplified data management to accelerate time to insight. Learn more at insightsoftware.com/jet/jet-analytics. "AI isn't magic, it's only as reliable as the data behind it," said Jennifer Warawa, President at insightsoftware. "Too many finance leaders are still flying blind, dealing with conflicting reports and systems that don't align. Jet Analytics provides the infrastructure layer that makes AI possible, delivering a trusted, governed data foundation that accelerates time to value up to 10x faster than building it manually." "We are excited to expand our partnership with insightsoftware, deepening a long-standing collaboration that brings even greater value to our customers," said Mosthagir Matin, Chief Revenue Officer at TimeXtender. "Together, we are delivering a unified, future-ready analytics platform that empowers organizations to move faster, gain clearer insights, and make more confident, data-driven decisions." Built for the shift to cloud-first data platforms, New Jet Analytics offers continuous updates, first-party native connectors, and a consistent semantic layer that enhances Microsoft Fabric and Power BI performance and reliability. Jet Analytics Classic will remain available for organizations requiring SQL-centric, on-premises or air-gapped deployments, ensuring flexibility without disruption. While many solutions are either cloud-only or on-prem focused, Jet Analytics' dual-platform strategy meets customers where they are today and gives them a smooth, non-disruptive path forward. That flexibility is a key differentiator, especially for mid-market Dynamics customers who can't afford a rip-and-replace approach. Jet Analytics empowers organizations to bridge the gap between legacy ERP systems and modern cloud platforms, establishing the data foundation required to scale analytics and AI with confidence. About insightsoftware insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. Insightsoftware believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, Insightsoftware transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything Insightsoftware do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Fast Company
May 15th, 2026
Bitwarden scrubs 'Always free' and 'Inclusion' values from its website as longtime execs step down.

Bitwarden scrubs 'Always free' and 'Inclusion' values from its website as longtime execs step down. What is going on with the beloved open-source password manager? Bitwarden, the maker of a popular free password manager and other security solutions, is quietly making changes. In February, longtime CEO Michael Crandell moved to an advisory role, according to LinkedIn, with no announcement from the company. His replacement, Michael Sullivan, former CEO of both Acquia and Insightsoftware, touts his experience with "all facets of mergers and acquisitions" on his own LinkedIn page, including experience working with leading private equity firms. CFO Stephen Morrison also left Bitwarden in April, replaced by former InVision CEO Michael Shenkman. Both Crandell and Morrison joined the company in 2019. Kyle Spearrin, who started Bitwarden as a fun hobby project in 2015, remains the company's CTO. Meanwhile, Bitwarden has made some subtle tweaks to its website. The page for its personal password manager no longer includes the phrase "Always free." Previously this appeared under the "Pick a plan" section partway down the page, but that section no longer mentions the free plan, though it remains available elsewhere on the page. Bitwarden made this change in mid-April, according to the Internet Archive. Update: After publication, an employee on the Bitwarden subreddit said that "Always free" had been restored on its pricing page, calling it an "oversight" by the marketing team. The product page for Bitwarden's personal password manager remains unchanged. Fast Company asked Bitwarden if it would commit to not removing any features from its free plan in the future. Bitwarden's Chief Customer Officer, Gary Orenstein, says via email that the company "remains committed to offering a robust free plan that delivers meaningful value for individuals."

The Manila Times
Apr 2nd, 2026
iManage announces senior appointments and a promotion to support and accelerate business growth across APAC

iManage announces senior appointments and a promotion to support and accelerate business growth across APAC. by GlobeNewswire Apr 02, 2026 8:09 am CHICAGO, April 01, 2026 (GLOBE NEWSWIRE) - iManage, the company dedicated to Making Knowledge Work(TM), today announced senior new hires and a promotion to support and accelerate business growth across APAC. The appointments are a strategic business decision that underscores the company's continued investment and focus on the region. The business, which has had a presence in APAC since 1997 has experienced strong year-on-year growth across the region over the last 12 months, fuelled by the rising AI adoption rates. APAC is widely recognised as one of the most advanced regions globally for AI adoption, with reports noting that more than three-quarters of businesses are already using at least one AI-enabled digital platform tool. A strong appetite for innovation, coupled with a clear understanding of the productivity and efficiency gains generative AI can deliver business and organisation, continue to drive rapid advancement across the region. The new hires and promotions include: Gianni Giust has been promoted to the newly created role of APAC Market Leader. Based in Brisbane, Gianni will work with regional sales leads to shape the business strategy and drive further growth across APAC. Gianni joined iManage in 2017 as Director of ANZ. Over the last 9 years in this role, he has built a solid foundation with strong year-on-year growth across legal, accounting, government, banking and finance. Before that, he was Associate Director of Sales at Optus, driving sales in the Optus Business application business. Brendan Dewar has been appointed as Regional Sales Leader, ANZ, where he will be responsible for driving sales growth across Australia and New Zealand, working closely with our reseller network. Prior to iManage, Brendan held senior positions at Dye and Durham Australia and LexisNexis and brings a wealth of legal tech experience to the business. Louis Coetzee has stepped into the newly created position of Senior Manager of Customer Experience (APAC), becoming the first dedicated Customer Experience leader in the region. As part of this role, Louis will be a key contact for APAC-based customers, helping them maximise their investment in iManage and driving user adoption. Louis joins the team from insightsoftware, where he was Director of Professional Services for the APAC region, leading daily operations and business development initiatives. In addition to the above, iManage is also recruiting for multiple positions across its go to market teams globally, with more expected through the year. Gianni Giust, APAC Market Leader, said, "APAC is a strategically important region for us, where the innovative leadership our customers possess, combined with their strong appetite for new products has enabled us to grow year-on-year. We currently have over 500 customers in region, 100% of which are a result of our strong channel partnerships. As I step into the APAC Market Leader role, my goal is to ensure we continue our upward growth trajectory by enhancing our existing partner relationships and establishing new strategic partnerships in order to scale. I also plan to focus on expanding and bringing to market new products that are part of our platform ecosystem, particularly our iManage AI offerings." This news is another significant hiring milestone for the company, following the appointment of Mike Eichsteadt as Vice President of AI Engineering at iManage in January. About iManage iManage is dedicated to Making Knowledge Work(TM). Our cloud-native platform is at the center of the knowledge economy, enabling every organization to work more productively, collaboratively, and securely. Built on more than 30 years of industry experience, iManage helps leading organizations manage documents and emails more efficiently, protect vital information assets, and leverage knowledge to drive better business outcomes. As your strategic business partner, we employ our award-winning AI-enabled technology, an extensive partner ecosystem, and a customer-centric approach to provide support and guidance you can trust to make knowledge work for you. iManage is relied on by more than one million professionals at 4,000 organizations around the world. Visit www.imanage.com to learn more. Follow iManage via: Press contact: Alicia Saragosa, iManage