Senior Product Owner, Financial Reporting - Equity

Job Summary

insightsoftware is seeking a Senior Product Owner to joi n 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 Ma nagemen t — 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 r eporting 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 fo r financial clo se and audit processes

• Conduct technical review sess ions with engineering teams to validate requirements and ide ntify im plementation 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 implemen tations 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 degre e 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