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Brightly Software · 18 hours ago

SaaS Portfolio Finance Team Lead (Product & Technology)

Raleigh, NC

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Brightly Software is a Siemens company focused on creating meaningful solutions for community and sustainability challenges. The Portfolio Finance Team Lead will partner with senior leadership to provide financial planning, analysis, and strategic insights while managing financial oversight for software-related costs and leading a team of financial analysts.

Asset ManagementManagement ConsultingPredictive AnalyticsProductivity ToolsSaaSSoftware

No H1B

Responsibilities

Lead planning, budgeting, forecasting, controlling and analysis for product and technology functions

Act as a strategic financial partner to Product and Technology leadership, providing insights on cost optimizations, return on investment and resource allocation

Provide financial oversight of software-related costs, including third party licenses and cloud infrastructure costs

Partner with Product, Technology, Procurement and Cloud Operations teams to forecast, track and optimize software and cloud infrastructure spend

Provide financial support for newly introduced FinOps processes together with the Head of Global Cloud Operations

Partner with Product, Technology and P&O teams to build and maintain accurate headcount plans that are aligned with the financial budget, forecasts and product roadmaps

Analyze open positions, hiring progress and attrition to ensure alignment with financial targets

Partner with Product, Technology, P&O and Procurement teams to manage financial tracking and reporting for contractors, including cost forecasting and cost optimization

Support financial due diligence and post-acquisition integration

Prepare monthly / quarterly financial reports and variance analysis to drive and support data driven management decisions

Prepare ad-hoc reports such as R&D and ESG reports

Manage a team of financial analysts to drive transparency, digitalization, automation and operational improvements, and incorporate AI in financial planning, reporting and analysis

Qualification

Software finance experienceFinancial planningAnalysisBusiness Intelligence toolsFinancial modelingSoftware cost managementInterpersonal skillsCommunication skillsTeam leadership

Required

8+ years of experience in Software finance

Education: Bachelor's or Master's degree in finance or related field

Experience with global software R&D operations

Software: Business Intelligence Tooling such Power BI, Tableau or similar, Salesforce, ERP Software, MS Office

Self-Driven and motivated professional, experienced with Financial Controlling and Modelling in a Software Business. Eager to learn and shape the controlling landscape at Brightly Software

Strong interpersonal skills, to motivate and facilitate discussions with collaborators from different teams / departments

Outstanding communication skills, enthusiasm, and team-oriented demeanor

Adept at establishing relationships with business partners and influencing at all levels

Preferred

Strategic Innovator: You champion new approaches to financial planning and analysis, integrating automation and digital tools to enhance accuracy and efficiency

Empowering Leader: You build trust and engagement within your team, encouraging diverse perspectives and fostering professional growth

Business Partner: You translate complex financial data into clear, actionable insights, supporting leaders in making data-driven decisions that shape the future of our organization