Senior Product Owner, Financial Reporting - Equity

insightsoftware$104K — $130K *
US-AnywhereRemote in Ontario, CA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in product management or product owner roles in B2B SaaS environments
  • 3+ years of experience in equity financial reporting
  • Demonstrated history of delivering complex SaaS reporting features from concept to launch
  • Strong communication and collaboration skills with cross-functional stakeholders
  • Attention to detail with strong organizational and prioritization skills
  • Deep understanding of ASC 718 stock-based compensation accounting
  • Familiarity with IFRS 2 and international equity accounting

Responsibilities

  • Assist with the product roadmap for financial reporting features
  • Define multi-quarter feature priorities based on regulatory and technical factors
  • Conduct competitive analysis of financial reporting capabilities
  • Partner with Sales and key stakeholders to identify reporting gaps
  • Write comprehensive PRDs and define report structures
  • Conduct technical review sessions to validate requirements
  • Lead discovery sessions with stakeholders to understand reporting needs

Benefits

  • Flexible work environment
  • Opportunities for professional development
  • Comprehensive health insurance options
  • 401(k) retirement plan
  • Empowerment to influence product strategy and roadmap
Full Job Description
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

About insightsoftware

insightsoftware is a leading provider of financial reporting and enterprise performance management software. The company was founded in 2018 and is headquartered in Raleigh, North Carolina. insightsoftware's software solutions help businesses of all sizes improve their financial reporting and analysis capabilities. The company has over 500 employees and serves clients across the United States and internationally.
Learn more about insightsoftware
Size
500 employees
Industry
Net Income
-$10 million
Founded
2018
5 Year Trend
+50%
Revenue
$100 million

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