Software Engineering Manager - Financial Reporting
About Us: insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP\&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com. Job Description: As an Engineering Manager in Reporting/BI Engineering, you will lead two scrum teams focused on building and enhancing the financial reporting capabilities of the Certent Equity Management (CEM) platform for a large, strategic enterprise client engagement. Reporting to the Director of Reporting/BI Engineering, you will own the delivery, the people, and the client relationship across both teams. The two teams have different structures, and you will manage them differently. One team has a Lead Engineer who owns daily technical execution for their squad — your job with that team is to hold the Lead accountable, develop them, and stay ahead of delivery risks. The other team is staffed with Sr Engineers who report directly to you — for that team, you are the daily authority on priorities, technical direction, and unblocking. This role requires someone comfortable operating across both modes simultaneously — managing through a lead on one squad while providing hands-on direction to another. You will need to be close enough to the BI and SQL domain to be credible to engineers in both configurations, and present enough with client stakeholders to own complex financial reporting requirements at the engagement level. The right candidate has a strong background in BI, reporting, and SQL-heavy environments, earns engineer respect through domain credibility, and has the organizational discipline and communication skills to keep complex, client-facing delivery on track across two structurally different teams. You will bring a genuine AI-first mindset and the ability to drive meaningful AI adoption — not just set targets. Responsibilities ==================== Delivery Ownership \& Accountability Own delivery outcomes across both Reporting/BI scrum teams — with accountability structures and management depth calibrated to each team’s structure. For the Lead-staffed team: hold the Lead Engineer accountable for daily execution, technical quality, and team health — staying ahead of risks without micromanaging delivery. For the directly-managed team: provide hands-on direction on priorities, unblock engineers directly, run scrum ceremonies, and serve as the daily technical and delivery authority. Translate complex financial reporting requirements into structured delivery plans; actively manage priorities, surface trade-offs, and keep both teams focused on the highest-impact work. Communicate status clearly and fluently — accountable upward to the Director of Reporting/BI Engineering and across to QA, Platform Integrations, and Application Engineering verticals — with accurate, actionable narratives. Identify blockers, dependencies, and risks early across both teams; drive resolution through direct ownership or escalation. Technical Domain Leadership Maintain sufficient depth in Oracle SQL, PL/SQL, and BI tooling to engage credibly with engineers on technical decisions, query architecture, and reporting solution design across both teams. For the directly-managed team, provide active technical direction — reviewing approaches, resolving ambiguity, and making architectural calls at the squad level as a standing part of your role. Review and challenge technical approaches on behalf of delivery and platform quality — pushing back on one-off SQL solutions, advocating for reusable reporting data models, and ensuring query performance standards are met before release. Understand the Logi Analytics (Logi Symphony) reporting platform sufficiently to engage on capability, constraints, and solution design with your engineers and client stakeholders. Partner with the Director and Principal Engineers on architecture and data model decisions that have cross-team or cross-client implications. AI Strategy \& Adoption Champion 50% AI-authored PR targets and 95% AI code review adoption as organizational minimums across both teams. Drive meaningful AI tooling adoption — not just compliance with targets, but genuine integration of agentic development workflows (GitHub Copilot, Claude Code, Devin.AI) that improve engineering velocity and reporting quality. Model and advocate for AI-first engineering practices, including Spec Driven Development, within your teams and across the Reporting/BI vertical. Stay current on agentic development tooling and bring forward-looking recommendations to the Director of Reporting/BI Engineering. Team Leadership \& People Management Day-to-day management across both teams: Lead Engineer (one team), Sr Engineers, Engineers, and Associate Engineers across a globally distributed workforce. Own hiring, onboarding, performance management, career development, and retention across both teams; partner with the Director on headcount planning. Develop and grow the existing Lead Engineer — coaching on technical leadership, team management, and SQL/BI quality standards. Provide direct mentorship and career development to the Sr Engineers on the directly-managed team — this is a permanent structure, and developing strong Sr Engineers is how the team stays effective without a Lead layer. Foster a high-trust, high-accountability culture across a geographically distributed team spanning US, India, and other locations. Run effective management cadences — 1:1s, cross-team syncs, and retrospectives — without creating overhead that slows delivery. Client Engagement \& Requirements Leadership Engage actively and directly with client stakeholders on financial reporting requirements — asking the right questions, digging into root business problems, and challenging requests that represent one-off solutions rather than platform-generic capabilities. Translate complex client reporting requirements into well-scoped, sequenced delivery plans; advocate for solutions that solve the client’s use cases while working generically across the broader CEM platform and client base. Partner with Product Management to ensure requirements are well-defined, properly scoped, and aligned to platform strategy before work begins. Build credibility with client stakeholders through delivery consistency, clear communication, and a track record of solving the right problems — not just the requested ones. Understand the financial reporting domain — equity compensation, financial statements, audit trails, and regulatory output — well enough to challenge requirements that don’t make business sense. Cross-Functional Alignment Serve as the engineering interface for your client engagement — owning alignment with QA, Platform Integrations, and Application Engineering on dependencies, sequencing, and delivery readiness. Represent your teams’ priorities and progress in engineering leadership forums alongside peer Engineering Managers and Sr Engineering Managers. Coordinate with matrixed QA engineers to ensure test coverage, data validation standards, and release readiness are met across both teams. Partner with the Director of Reporting/BI Engineering on vertical-wide standards, tooling decisions, and investment sequencing. Qualifications ================== Required 6+ years of software engineering experience with a strong background in BI, reporting, or SQL-heavy environments, plus 2+ years in an engineering management or technical lead capacity. Sufficient Oracle SQL and PL/SQL depth to engage credibly on technical decisions, query architecture, and performance tradeoffs — and to provide active, standing technical direction to a team of Sr Engineers without a Lead layer. Demonstrated experience managing engineers directly at the IC level — setting technical direction, running ceremonies, and unblocking individual engineers. Managing only through leads is not sufficient for this role. Demonstrated AI-first engineering mindset — hands-on experience with agentic development tooling (GitHub Copilot, Claude Code, Devin.AI, or similar) and a track record of driving meaningful AI adoption within engineering teams. Proven ability to engage directly and credibly with client stakeholders on complex reporting requirements — asking the right questions, challenging scope, and translating business problems into engineering plans. Strong delivery ownership mindset — experience setting clear accountability structures, managing priorities across multiple parallel workstreams, and driving outcomes to completion. Strong written and verbal communication skills — able to deliver clear narratives to senior leadership and engage substantively with client stakeholders. Experience managing distributed, global engineering teams across multiple time zones. Bachelor’s degree in Computer Science, Engineering, or equivalent work experience. Preferred Background in financial reporting, equity compensation, financial services, or adjacent regulated domains where reporting accuracy and auditability are critical — strongly preferred. Hands-on experience with Logi Analytics (now Logi Symphony) or comparable enterprise BI/embedded analytics platforms — this is a significant differentiator. Hands-on experience with enterprise BI tooling — Power BI, Tableau, Cognos, or similar — with the ability to engage on report design and data model architecture. Deep Oracle SQL and PL/SQL expertise — query tuning, execution plan analysis, indexing strategies, and materialized views — at a level sufficient to lead technical direction, not just review it. Experience leading engineering teams in high-accountability, named enterprise client engagements where delivery commitments carry contractual or relationship-level consequences. Familiarity with Azure cloud data services and cloud-native reporting patterns. Familiarity with CI/CD practices and DevOps tooling — Azure DevOps preferred. Certified Scrum Master (CSM) or equivalent Agile certification. * The salary range in United States of America for this position is 139,000.00 to 174,000.00 USD 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 All your information will be kept confidential according to EEO guidelines. Learn more about our high-energy, high-performance global team: Work With Us insightsoftware About Us: Hear From Our Team 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.