Senior Product Manager, Financial Reporting - Equity

About Us:

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 insightsoftware.com.

Job Description:

Job Summary

insightsoftware is seeking a Senior Product Manager to own the financial reporting domain within the Certent Equity Management (CEM) product organization. This is a high-ownership role that requires deep expertise in equity compensation financial reporting — specifically ASC 718 and IFRS 2 — combined with proven product management capability. Financial reporting is a mission-critical capability for CEM's customer base — public company controllers, accounting teams, and external auditors depend on the platform to produce accurate, audit-ready disclosures, expense calculations, and period-end reporting. This role is responsible for ensuring CEM's financial reporting capabilities remain accurate, compliant, competitive, and aligned with evolving accounting standards, multi-GAAP requirements, and enterprise customer expectations.

Key Responsibilities

Product Strategy & Roadmap

• Own the product strategy and multi-quarter roadmap for CEM's financial reporting capabilities
• Define feature priorities based on accounting standards evolution, customer impact, revenue opportunity, enterprise deal requirements, and technical dependencies
• Monitor and interpret changes to ASC 718, IFRS 2, and related accounting guidance (ASC 740 deferred tax implications, SEC disclosure requirements, ESPP accounting treatments)
• Conduct competitive analysis of financial reporting capabilities across equity management platforms and identify differentiation opportunities
• Partner with the Senior Manager, Reporting and Director of Product to align the financial reporting roadmap

Domain Expertise & Accounting Standards Translation

• Serve as the internal subject matter authority on how ASC 718 and IFRS 2 requirements translate into CEM platform functionality
• Define and validate calculation logic, rounding rules, period-end processing sequences, and disclosure output formats in close collaboration with engineering
• Evaluate and define requirements for complex accounting scenarios — including award modifications, cancellations and replacements, business combinations, stock splits, and restatements — ensuring the platform handles edge cases that audit teams and controllers encounter in practice

Requirements & Documentation

• Write comprehensive PRDs with detailed functional specifications, calculation logic, accounting treatment definitions, user workflows, edge cases, and acceptance criteria for financial reporting features and enhancements
• Define data model requirements, period-end processing rules, and disclosure output specifications with the precision required for financial reporting in a regulated environment
• Document accounting treatment logic, assumption hierarchies, and calculation methodologies in formats that serve both engineering implementation and customer-facing transparency
• Establish and maintain a financial reporting domain knowledge base — including accounting standards interpretation documents, competitive capability comparisons, and feature-to-regulation mapping — that supports the broader product and go-to-market organization

Execution & Delivery

• Serve as the senior product point of contact for engineering on all financial reporting workstreams, providing real-time clarification on accounting logic, calculation intent, and disclosure formatting during development
• Accept or reject completed work against defined acceptance criteria, with particular rigor on calculation accuracy, rounding behavior, period boundary handling, and disclosure output fidelity
• Validate financial reporting outputs against expected results — including expense schedules, DTA calculations, EPS impact, disclosure roll-forwards, and journal entry summaries — ensuring audit-ready accuracy before release
• Monitor post-release quality for financial reporting features, coordinating rapid response when calculation or disclosure issues are identified in production, particularly during customer period-end close cycles

Cross-Functional Collaboration

• Partner with Engineering leadership to manage capacity, technical debt, and architecture decisions specific to the financial reporting calculation engine, data model, and reporting infrastructure
• Work with Professional Services to understand customer financial reporting implementation challenges, period-end support patterns, and common configuration issues that can be addressed through product improvements
• Partner with Product Marketing on financial reporting positioning, feature launches, sales enablement materials, and competitive differentiation messaging
• Collaborate with Customer Success on period-end readiness communications, known issue advisories, and proactive outreach during peak reporting cycles

Customer & Stakeholder Engagement

• Engage directly with key customers — including controllers, VP-level accounting stakeholders, and external audit teams — to gather strategic input on financial reporting capabilities, workflow pain points, and roadmap direction
• Serve as a senior financial reporting domain spokesperson for external partners, analyst relations, customer advisory groups, and industry events (NASPP, CEP Institute, GEO)
• Represent CEM's financial reporting capabilities credibly in conversations with customer audit firms, demonstrating platform alignment with current accounting standards and disclosure expectations

Team Leadership & Mentorship

• Mentor Product Owners on financial reporting domain concepts, helping the broader product team develop the accounting literacy needed to make informed decisions that affect reporting outputs
• Drive consistency in requirements quality, documentation standards, and acceptance criteria rigor for all work that touches financial reporting calculations or disclosures
• Serve as an escalation point for cross-domain issues where upstream product decisions (admin, ESPP, batch, broker) have downstream financial reporting implications, ensuring calculation integrity is protected

Required Qualifications

Experience

• 7+ years of progressive experience in product management, with at least 3 years focused on financial reporting, accounting, or regulatory compliance features within a SaaS platform
• 5+ years of direct experience with equity compensation financial reporting — either as a product manager defining reporting capabilities, as a practitioner performing ASC 718/IFRS 2 accounting, or in a consulting or advisory role focused on equity compensation accounting
• Deep working knowledge of ASC 718 expense recognition, fair value measurement, modification accounting, forfeiture methodology, graded vesting attribution, and disclosure requirements — sufficient to define calculation logic and validate platform output without reliance on external SMEs
• Proven track record of delivering complex financial reporting features from requirements through launch in an Agile environment
• Exceptional communication skills with the ability to translate accounting standards into engineering-ready specifications and to represent product capabilities credibly to controllers, auditors, and CFO-office stakeholders

Technical & Domain Knowledge

• Deep understanding of equity compensation accounting across award types — stock options, RSUs, RSAs, performance awards, ESPP (Section 423 and non-qualified), and SARs — including fair value models, vesting conditions, and the full accounting lifecycle from grant through settlement or expiration
• Strong familiarity with financial reporting outputs — expense schedules, disclosure roll-forwards (options, restricted stock), aggregate intrinsic value calculations, DTA/DTL treatment, EPS impact, and journal entry generation
• Familiarity with SEC disclosure requirements for equity compensation and the ability to map regulatory expectations to platform output specifications
• Ability to engage credibly with engineering leadership on calculation engine architecture, data model design, period-end processing logic, and reporting infrastructure trade-offs

Education

• Bachelor's degree in Accounting, Finance, Business, or a related field required

Preferred Qualifications

• CPA, CEP (Certified Equity Professional), or CFA certification is a strong plus
• MBA or Master's degree preferred
• Direct experience with the Certent Equity Management platform or comparable equity administration systems with financial reporting capabilities
• Experience supporting platform migrations where financial reporting parity, calculation continuity, and audit trail preservation were critical deliverables
• Experience in a high-growth, fast paced SaaS company

 

 

 

The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD Annual.

Your specific offer within this range will be determined by your skills, experience, and qualifications. For non-sales roles, you may be eligible for a bonus. For sales roles, this range includes a commission target.

We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

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

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