Software Engineering Manager - Financial Reporting

insightsoftware is a global provider of reporting, analytics, and performance management solutions that transform the way finance and data teams operate. As an Engineering Manager in Reporting/BI Engineering, you will lead two scrum teams focused on enhancing financial reporting capabilities while managing client relationships and ensuring delivery outcomes.

Responsibilities:

• 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
• 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
• 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
• 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
• 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
• 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

Requirements:

• 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
• 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