Demo

Portfolio Finance Team Lead (Product & Technology)

Brightly Software
Raleigh, NC Full Time
POSTED ON 12/21/2025
AVAILABLE BEFORE 2/4/2026
Who We Are

Build a brighter future while learning and growing with a Siemens company at the intersection of technology, community and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest challenges facing our world. Find out how far your passion can take you.

About The Job

We are seeking a highly motivated Portfolio (Product & Technology) Finance Team Lead to join our Brightly Software organization. The role will partner closely with the Brightly Software SVP-Head of Product, SVP-Head of Technology and global product and technology organization to provide financial planning, controlling, analysis, and strategic insights that drive innovation and operational excellence. The ideal candidate has strong experience in SaaS businesses, R&D cost structures and financial leadership.

Additionally, together with the Product and Technology teams, this role will push the digitalization and automation of financial planning, controlling and reporting processes at Brightly to the next level.

What You Will Do

Portfolio Finance Team Lead

Role Overview: Partner with the SVP-Head of Product, SVP-Head of Technology and global product and technology organization to support all financial planning, forecasting, controlling and reconciliation of Software financial metrics.

Key Responsibilities:

  • 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.
  • 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.
  • 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.
  • 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.
  • M&A Due Diligence & Financial Integration: Support financial due diligence and post-acquisition integration.
  • 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.
  • 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.

What You Need

  • 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

What Makes You a Standout

  • 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.

The Brightly culture

We’re guided by a vision of community that serves the ambitions and wellbeing of all people, and our professional communities are no exception. We model that ideal every day by being supportive, collaborative partners to one another, conscientiously making space for our colleagues to grow and thrive. Our passionate team is driven to create a future where smarter infrastructure protects the environments that shape and connect us all. That brighter future starts with us.

Our Commitment to Equity and Inclusion in our Diverse Global Workforce:

We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us.

Qualified Applicants must be legally authorized for employment in the United States. Qualified Applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

Brightly maintains a Drug Free workplace in accordance with applicable law.

#Brightly

$102,459 $175,644 15

Salary : $102,459 - $175,644

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