Job Description
Essential Functions:
• Financial Planning & Forecasting (FP&A)
o
▪ Support annual budget, quarterly forecast, and long-range planning
80K-95K
processes.
▪ Develop and maintain financial models to evaluate business performance
and scenarios.
▪ Analyze actual vs. budget/forecast variances and clearly explain key
drivers.
▪ Lead in strategic and ad-hoc financial analysis for leadership decisionmaking.
• Management Reporting & Business Insights:
o
▪ Prepare monthly management reports, KPIs, dashboards, and executive
presentations.
▪ Provide actionable insights on cost trends, revenue performance, and
profitability.
▪ Partner with business leaders to understand operational drivers and
financial impacts.
• Treasury & Cash Management:
o
▪ Prepare, maintain, and enhance a rolling 13-week cash flow forecast.
▪ Monitor daily and weekly cash positions and short-term liquidity needs.
▪ Assist with bank reporting, covenant tracking, and lender information
requests.
▪ Support cash forecasting assumptions in coordination with FP&A
forecasts.
• Strategic Initiatives & Execution Support
o
▪ Contribute financial analysis and modeling for strategic initiatives such
as:
▪ Cost transformation or margin improvement programs.
▪ Commercial, pricing, or growth initiatives.
▪ Capital investment or restructuring projects.
▪ Partner with cross-functional teams to translate strategic objectives into
financial targets.
▪ Develop business cases, ROI analyses, and scenario models to support
investment decisions, monitor progress and prepare updates and
insights for leadership on initiative status, financial impact, and realized
benefits.
• Other duties as assigned.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
What You will Need to be Successful:
• Bachelor's Degree in Finance, Accounting, Economics or statistics, or equivalent
combination of education and experience.
• 3-5 years of previous experience in an Accounting, Finance, analytical or business
modeling role is required.
• High proficiency in Microsoft Office, with a strong fluency in Excel formulas and
functions.
• Strong data gathering and analytical skills with proficiency in the development and
interpretation of financial models.
• Excellent leadership and communication skills in order to effectively lead cross functional projects.
• Self-starter with strong interpersonal communication and problem-solving skills
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.