Senior Product Owner, Financial Reporting - Equity

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Ontario, ON, CAN
Remote
104K-130K Annually
Senior level
Database
The Role
Lead product strategy, requirements, and delivery for equity financial reporting in Certent Equity Management. Define roadmaps, write detailed PRDs, specify calculation logic and data models for ASC 718/IFRS 2, collaborate with engineering, compliance, sales, and customers, and drive implementations, demos, and training for corporate accounting and finance stakeholders.
Summary Generated by Built In

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 Owner to join the Financial Reporting domain within the Equity product organization. This role is responsible for the product strategy, requirements, and delivery of financial reporting capabilities within Certent Equity Management — including ASC 718 stock-based compensation expense reporting, footnote disclosures, EPS dilution calculations, and related financial outputs consumed by corporate accounting and finance teams. This is a senior, hands-on role requiring deep expertise in equity accounting and a proven ability to translate complex financial reporting requirements into precise product specifications. 

 

Key Responsibilities 

Product Strategy & Roadmap 

  • Assist with the product roadmap for financial reporting features, balancing regulatory changes, customer needs, competitive positioning, and platform scalability 

  • Define multi-quarter feature priorities based on revenue impact, regulatory requirements (ASC 718, IFRS 2), and technical dependencies 

  • Conduct competitive analysis of financial reporting capabilities across equity management and equity accounting platforms 

  • Partner with Sales, Customer Success, and key customer stakeholders to identify reporting gaps and deliver best-in-class financial reporting solutions 

 

Requirements Definition & Documentation 

  • Write comprehensive PRDs with detailed functional specifications, calculation logic, reporting workflows, edge cases, and acceptance criteria 

  • Define report structures, data models, and calculation methodologies with precision appropriate for financial close and audit processes 

  • Conduct technical review sessions with engineering teams to validate requirements and identify implementation risks before development begins 

  • Partner with Compliance and Legal teams to ensure reporting capabilities meet applicable accounting standards and regulatory requirements 

 

Cross-Functional Collaboration 

  • Partner with other Equity Product Owners — including Admin Reporting and Batch Processing — to ensure financial reporting data flows and integrations are seamless 

  • Collaborate with Professional Services on customer implementations and reporting configurations, identifying best practices 

  • Work with Product Marketing on financial reporting feature positioning, release communications, and sales enablement materials 

  • Engage with Compliance and Legal teams on accounting standard updates and their product implications 

 

Customer & Stakeholder Engagement 

  • Lead discovery sessions with corporate accounting, finance, and equity administration stakeholders to understand reporting pain points and requirements 

  • Conduct demos and training for customers, partners, and internal teams on financial reporting capabilities 

  • Support Sales in competitive evaluations, RFP responses, and customer advisory engagements 

  • Participate in customer advisory board sessions focused on financial reporting needs 

 

Required Qualifications 

Experience 

  • 2+ years in product management or product owner roles, preferably in B2B SaaS environments 

  • 3+ years of experience in equity financial reporting 

  • Proven track record of delivering complex SaaS reporting features or financial modules from concept to launch 

  • Exceptional communication and collaboration abilities with a demonstrated aptitude for influencing and building consensus among cross-functional stakeholders 

  • Strong attention to detail, organization, and prioritization skills 

 

Technical & Domain Knowledge 

  • Deep understanding of ASC 718 stock-based compensation accounting, including expense recognition, forfeiture modeling, and footnote disclosure requirements 

  • Familiarity with IFRS 2 and international equity accounting considerations 

  • Understanding of EPS dilution calculations (basic and diluted) and their relationship to equity awards 

  • Solid understanding of equity compensation plan types, including stock options, RSUs, PSUs, and ESPP 

 

Education 

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

 

Preferred Qualifications 

  • CEP (Certified Equity Professional) Level 1 certification or higher 

  • CPA or accounting credential is a strong plus 

  • MBA or similar advanced degree preferred 

  • Experience with Agile/Scrum methodologies and product management frameworks 

  • Experience with financial reporting platforms, ERP integrations, or general ledger connectivity 




The salary range in Canada for this position is 104,000.00 to 130,000.00 CAD 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.

Learn more about our high-energy, high-performance global team: Work With Us

insightsoftware About Us: Hear From Our Team

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

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.

Skills Required

  • 2+ years in product management or product owner roles (preferably in B2B SaaS)
  • 3+ years of experience in equity financial reporting
  • Proven track record delivering complex SaaS reporting features or financial modules from concept to launch
  • Deep understanding of ASC 718 stock-based compensation accounting (expense recognition, forfeiture modeling, footnote disclosures)
  • Familiarity with IFRS 2 and international equity accounting considerations
  • Understanding of EPS dilution calculations (basic and diluted) and relationship to equity awards
  • Solid understanding of equity compensation plan types (stock options, RSUs, PSUs, ESPP)
  • Ability to write comprehensive PRDs with functional specs, calculation logic, workflows, edge cases, and acceptance criteria
  • Define report structures, data models, and calculation methodologies suitable for financial close and audit
  • Exceptional communication, collaboration, attention to detail, organization, and prioritization skills
  • Bachelor's degree in Accounting, Finance, Business, or related field
  • Partnering experience with engineering, compliance, legal, sales, and customer success functions
  • Experience conducting customer discovery, demos, training, and supporting RFPs and customer advisory sessions
  • Background checks required where permitted
  • CEP Level 1, CPA, MBA, or Agile/Scrum experience
  • Experience with financial reporting platforms, ERP integrations, or general ledger connectivity
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The Company
HQ: Austin, TX
573 Employees

What We Do

We help enterprises transform data into continuous intelligence and competitive advantage, uncovering insights locked deep in enterprise applications and integrating data across applications, platforms and business processes.

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