Solution Architect

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at

Overview: The Solutions Architect will play a critical role in the successful implementations of new customers to our Planning, Budget and Financial Consolidation platform. This role involves designing and implementing robust, scalable solutions, ensuring a smooth transition, and minimizing downtime. The Solutions Architect will work closely with customer stakeholders, senior executives, management, and internal cross-functional teams to ensure success of projects by achieving steady measurable progress toward defined goals while efficiently executing according to industry standards.

Key Responsibilities:

• Collaborate with stakeholders to understand and translate business requirements into technology solutions
• Define, design, implement and test EPM solutions for clients
• Ensure the successful execution of the implementation plan
• Provide technical leadership and guidance during the implementations
• Work closely with the development team to ensure the successful implementation of the EPM platform
• Conduct post-migration evaluations to ensure successful delivery and to identify areas for improvement
• Prepare, distribute, and present status reports
• Lead status and working meetings
• Communicate changes, risks, actions, issues, and decisions and implement action plans as required
• Hold teams accountable for their commitments and assist in removing project roadblocks
• Identify and champion process improvement opportunities
• Manage customer expectations for deliverables
• Champion ongoing process improvement initiatives and leverage organizational resources to improve efficiency
• Promote empowerment of the team, ensure that each team member is fully engaged in the project and making a meaningful contribution, and encourage a sustainable pace with high levels of quality for the team
• Maintain project documentation and provide feedback for product documentation improvements
• Know and use all key customer resolution tools across all service groups to facilitate rapid resolution of customer concerns
• Assist and participate in Scoping Requirements meetings.
• Assist with preparation of PS SOW's
• Maintain strict confidentiality

Be mobile and travel to client locations as needed

Preferred Education and Experience:

• Bachelors or Master's degree in Finance, Accounting, Business Analytics or Business Systems
• Experience with EPM solutions such as SAP BPC, One Stream, Anaplan, CCH Tagetik or similar.

Travel Requirements:

• Willingness to travel up to 25%.

Personal Attributes:

• Experience in accounting or finance with strong focus on budgeting and forecasting
• In-depth knowledge of accounting processes and financial planning & analysis.
• Excellent technology skills related to product implementation.
• High proficiency in Excel, along with strong skills in other Microsoft Office products (Word, PowerPoint), and basic computer skill
• Ability to answer intermediate-level product questions on various functionalities.
• Excellent presentation, written and oral communication skills
• Strong troubleshooting and problem-solving skills
• Ability to multi-task and prioritize multiple competing tasks

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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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.