Portfolio Finance Team Lead (Product & Technology) at Brightly Software in Raleigh, NC | Kablio

Role

Description

financial modeling

fp&a

management reporting

contractor tracking

software cost

due diligence

Strategic Innovator: You champion new approaches to financial planning and analysis, integrating automation and digital tools to enhance accuracy and efficiency.
Headcount Management: 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.
M&A Due Diligence & Financial Integration: Support financial due diligence and post-acquisition integration.
Contractor Management: Partner with Product, Technology, P&O and Procurement teams to manage financial tracking and reporting for contractors, including cost forecasting and cost optimization.
Financial Planning & Analysis (FP&A): Lead planning, budgeting, forecasting, controlling and analysis for product and technology functions. Build and maintain financial models in an Agile manner to support data driven decision-making.
Team Leadership: Manage a team of financial analysts to drive transparency, digitalization, automation and operational improvements, and incorporate AI in financial planning, reporting and analysis.
Management Reporting: Prepare monthly / quarterly financial reports and variance analysis to drive and support data driven management decisions.
Ad-hoc Reporting: Prepare ad-hoc reports such as R&D and ESG reports.
Business Partnering: Act as a strategic financial partner to Product and Technology leadership, providing insights on cost optimizations, return on investment and resource allocation. Collaborate with the Product and Technology teams to align financial plans with product roadmaps.
Software Cost Management: Provide financial oversight of software-related costs, including third party licenses and cloud infrastructure costs. Partner with the 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.

Requirements

financial controlling

power bi

salesforce

erp

8+ yrs

finance degree

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.
Software: Business Intelligence Tooling such Power BI, Tableau or similar, Salesforce, ERP Software, MS Office.
8+ years of experience in Software finance
Adept at establishing relationships with business partners and influencing at all levels
Education: Bachelor’s or Master’s degree in finance or related field
Experience with global software R&D operations.
Outstanding communication skills, enthusiasm, and team-oriented demeanor
Strong interpersonal skills, to motivate and facilitate discussions with collaborators from different teams / departments
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.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no employer-sponsored work authorization required; must be legally authorized for u.s. employment.

Security clearance

Information not given or found

Company

Overview

Founded with a mission to transform asset and facilities management using innovative software solutions.
Leverages cloud-based technology to help organizations manage their physical assets more efficiently.
Software suite includes tools for managing maintenance, capital planning, and energy consumption.
Typically works with public and private sector clients, including schools, municipalities, and large enterprises.
Has helped organizations cut operational costs while improving the lifespan and performance of critical assets.
Specializes in creating systems that integrate with existing infrastructure for seamless asset management.
Offers solutions that support data-driven decision-making, empowering organizations to optimize operations and resources.

Culture + Values

Collaboration: We are stronger together.
Innovation: We thrive on creativity and embrace change.
Customer First: We exist to serve our customers.
Integrity: We do the right thing, even when no one is watching.
Accountability: We take ownership of our work and results.
Respect: We treat people with dignity and value diverse perspectives.

Environment + Sustainability

Net Zero by 2050

Carbon Emission Commitment

Committed to achieving net zero carbon emissions by the year 2050.

Focus on reducing environmental impact through sustainable product offerings.
Works to drive environmental sustainability through data-driven solutions that help organizations manage resources more efficiently.

Inclusion & Diversity

Has a dedicated focus on creating a diverse and inclusive work environment.
Strives for gender equity with an increasing number of women in leadership roles.
Committed to diverse talent recruitment and fostering inclusive company culture.

Articles

Brightly Software Careers

About Us

Solutions

Role

Description

financial modeling

fp&a

management reporting

contractor tracking

software cost

due diligence

Strategic Innovator: You champion new approaches to financial planning and analysis, integrating automation and digital tools to enhance accuracy and efficiency.
Headcount Management: 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.
M&A Due Diligence & Financial Integration: Support financial due diligence and post-acquisition integration.
Contractor Management: Partner with Product, Technology, P&O and Procurement teams to manage financial tracking and reporting for contractors, including cost forecasting and cost optimization.
Financial Planning & Analysis (FP&A): Lead planning, budgeting, forecasting, controlling and analysis for product and technology functions. Build and maintain financial models in an Agile manner to support data driven decision-making.
Team Leadership: Manage a team of financial analysts to drive transparency, digitalization, automation and operational improvements, and incorporate AI in financial planning, reporting and analysis.
Management Reporting: Prepare monthly / quarterly financial reports and variance analysis to drive and support data driven management decisions.
Ad-hoc Reporting: Prepare ad-hoc reports such as R&D and ESG reports.
Business Partnering: Act as a strategic financial partner to Product and Technology leadership, providing insights on cost optimizations, return on investment and resource allocation. Collaborate with the Product and Technology teams to align financial plans with product roadmaps.
Software Cost Management: Provide financial oversight of software-related costs, including third party licenses and cloud infrastructure costs. Partner with the 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.

Requirements

financial controlling

power bi

salesforce

erp

8+ yrs

finance degree

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.
Software: Business Intelligence Tooling such Power BI, Tableau or similar, Salesforce, ERP Software, MS Office.
8+ years of experience in Software finance
Adept at establishing relationships with business partners and influencing at all levels
Education: Bachelor’s or Master’s degree in finance or related field
Experience with global software R&D operations.
Outstanding communication skills, enthusiasm, and team-oriented demeanor
Strong interpersonal skills, to motivate and facilitate discussions with collaborators from different teams / departments
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.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no employer-sponsored work authorization required; must be legally authorized for u.s. employment.

Security clearance

Information not given or found