Senior Product Designer - Finance and Reporting

📍 Job Overview

Job Title: Senior Product Designer - Finance and Reporting

Company: Jobgether (on behalf of a partner company)

Location: Portugal

Job Type: Full-time

Category: Product Design / Revenue Operations Support

Date Posted: April 29, 2026

Experience Level: 5+ Years

Remote Status: 100% Remote

🚀 Role Summary

• This role focuses on designing intuitive and impactful financial reporting experiences within a leading SaaS platform, supporting revenue operations and financial teams.

• You will be responsible for transforming complex financial and operational data into clear, actionable insights for professional users.

• The position requires ownership of the end-to-end design process for data-heavy products, including dashboards and reporting systems.

• You will collaborate closely with product managers and engineers in a fast-scaling, product-driven, and design-centric organization.

📝 Enhancement Note: While the title is Senior Product Designer, the focus on "Finance and Reporting," "financial and operational data," "dashboards," and "reporting systems" strongly indicates a crucial support role for Revenue Operations, Sales Operations, and Finance departments. The responsibilities align with designing tools that enable data analysis, performance tracking, and decision-making crucial for GTM strategy and financial management.

📈 Primary Responsibilities

• Lead the end-to-end design process for finance dashboards and reporting features, encompassing discovery, user research, prototyping, testing, and final delivery.

• Translate complex financial and operational data requirements into intuitive, user-friendly design solutions that enhance data accessibility and understanding.

• Conduct both qualitative and quantitative user research to deeply understand user needs and inform design decisions for financial reporting tools.

• Design clear user journeys, service blueprints, and system flows for intricate financial workflows, such as trust accounting and P&L reporting.

• Create advanced data visualizations that simplify complex financial and operational datasets, enabling users to derive actionable insights efficiently.

• Produce high-fidelity prototypes and interactive designs, rigorously iterating based on user feedback and testing insights to optimize usability.

• Ensure design consistency and scalability by contributing to and actively maintaining the company's design system for reporting modules.

• Collaborate closely with product managers, engineers, and customer-facing teams to ensure the successful delivery of impactful financial reporting solutions.

• Facilitate workshops and design sessions to align stakeholders on product vision and drive consensus on design decisions for reporting features.

📝 Enhancement Note: The emphasis on "finance dashboards," "reporting systems," "financial workflows," and "data visualizations" clearly defines the scope of this role as directly supporting operational efficiency and data-driven decision-making within finance and GTM functions. The responsibilities are geared towards creating tools that empower users to manage, analyze, and report on financial performance.

🎓 Skills & Qualifications

Education: Bachelor's degree in Design, Human-Computer Interaction, Computer Science, or a related field, or equivalent practical experience.

Experience: Minimum of 5+ years of professional experience in product design, with a strong preference for B2B SaaS environments.

Required Skills:

• Proven experience designing complex financial dashboards, reporting tools, or data-heavy interfaces, demonstrating an understanding of data hierarchy and visualization principles.

• Deep understanding of the end-to-end design thinking process, including user research, ideation, prototyping, usability testing, and iterative delivery.

• Strong skills in user research methodologies, storytelling, user journey mapping, and service blueprinting.

• Excellent visual and interface design capabilities with a keen attention to detail, especially concerning data representation and clarity.

• Advanced proficiency in Figma, including mastery of auto-layout, component libraries, and modern design workflows for efficient collaboration.

• Experience working effectively in agile development environments, managing multiple concurrent projects with strong prioritization and time management skills.

• Demonstrated ability to simplify complex data into clear, intuitive, and actionable user experiences.

Preferred Skills:

• Prior experience specifically with financial SaaS products, understanding the nuances of financial reporting and compliance.

• Familiarity with data visualization tools and best practices for presenting complex metrics.

• Experience contributing to or maintaining a comprehensive design system.

• Exposure to or understanding of "vibecoding" principles in relation to user interface design and user experience.

📝 Enhancement Note: The requirement for 5+ years of experience in B2B SaaS, coupled with a focus on financial dashboards and data-heavy interfaces, positions this as a senior-level role. The emphasis on Figma, user research, and agile methodologies are standard for modern product design roles supporting operational functions. The "nice to have" for financial SaaS products is a strong indicator of the target domain.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase end-to-end design projects specifically related to data-heavy applications, financial reporting, or complex dashboards.

• Include case studies demonstrating your process from user research and problem definition through to final design solutions and impact.

• Highlight your ability to translate complex data into clear and actionable insights, with examples of sophisticated data visualizations.

• Feature projects that demonstrate strong attention to detail in visual design, information architecture, and user flow design for complex systems.

Process Documentation:

• Detail your approach to user research, including methodologies used for understanding user needs in financial or operational contexts.

• Illustrate your process for translating complex requirements into intuitive user flows, wireframes, and high-fidelity prototypes.

• Demonstrate your methods for creating effective data visualizations and presenting complex information clearly.

• Explain your collaboration process with product managers, engineers, and stakeholders, showcasing how you ensure alignment and drive decision-making.

📝 Enhancement Note: For a Senior Product Designer role, especially one focused on complex data and financial reporting, a robust portfolio is critical. It should not just show the final designs but also the strategic thinking, research, and iterative design process involved in solving complex operational challenges. The ability to demonstrate impact through data insights is paramount.

💵 Compensation & Benefits

Salary Range: While not explicitly stated, for a Senior Product Designer role with 5+ years of experience in Portugal, a competitive salary range would typically fall between €50,000 - €75,000 annually, depending on specific experience, skills, and the partner company's compensation structure.

Benefits:

• Competitive compensation aligned with local market rates in Portugal.

• 100% remote work flexibility within Portugal, allowing for work-life balance.

• Equity participation through stock options, offering potential for long-term financial growth in a fast-growing company.

• Strong emphasis on professional growth and dedicated career development opportunities.

• Annual paid leave, adhering to local Portuguese regulations.

• Country-specific benefits such as health insurance and pension plans, where applicable for residents of Portugal.

• Opportunity to be part of a fully remote, international team culture spanning over 40 countries.

• A values-driven organization that promotes a strong focus on collaboration and individual autonomy.

Working Hours: Standard full-time working hours are expected, typically around 40 hours per week, with flexibility inherent in a remote, international team environment.

📝 Enhancement Note: The salary estimate is based on research for Senior Product Designer roles in Portugal, considering the 5+ years of experience and B2B SaaS context. The benefits package is directly pulled from the provided text, highlighting standard offerings for remote tech roles.

🎯 Team & Company Context

🏢 Company Culture

Industry: The partner company operates within the B2B SaaS sector, specifically serving professional users with financial and operational reporting tools. This implies a focus on data integrity, user efficiency, and robust product development.

Company Size: Not explicitly stated, but described as "fast-scaling" and having an "international team culture spanning 40+ countries," suggesting a mid-to-large size company or a rapidly growing startup with established global operations. This size often means a blend of structured processes and agility.

Founded: Not specified, but the "fast-scaling" nature implies a relatively young company or a company that has recently experienced significant growth.

Team Structure:

• The design team is likely part of a larger product organization, working closely with product managers and engineering teams.

• Roles are designed for autonomy and ownership, suggesting individuals are empowered to lead their design initiatives.

Methodology:

• The organization employs an AI-powered matching process for applications, indicating a data-driven and efficiency-focused approach to talent acquisition.

• Product development likely follows agile methodologies, emphasizing iterative design and delivery.

• Design processes are user-centered, driven by research and feedback, with a strong emphasis on creating intuitive and impactful user experiences.

Company Website: https://jobgether.com/ (This is the platform posting the job, not necessarily the partner company's website. The partner company's website is not specified).

📝 Enhancement Note: The information provided suggests a modern, forward-thinking tech company that values data, efficiency, and user experience. The "fast-scaling" aspect implies opportunities for impact and growth, while the international team structure points to a diverse and globally-minded work environment.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a "Senior Product Designer." This implies a level of autonomy, expertise, and leadership within the design function. The focus on end-to-end ownership of complex features suggests a role that contributes significantly to product strategy and user experience, directly impacting the utility and adoption of financial reporting tools.

Reporting Structure: While not explicitly detailed, senior designers typically report to a Design Lead, Head of Design, or potentially a Director of Product. They work in close collaboration with Product Managers and Engineering Leads, acting as a key partner in shaping the product roadmap.

Operations Impact: The impact of this role is significant for revenue operations and finance teams. By designing intuitive financial dashboards and reporting systems, this role directly influences the ability of users to:

• Monitor key performance indicators (KPIs) and business health.

• Make informed strategic decisions based on accurate data insights.

• Streamline financial workflows and improve operational efficiency.

• Enhance trust and transparency in financial reporting.

Growth Opportunities:

• Specialization: Deepen expertise in designing for complex data, financial SaaS, or specific areas of reporting and analytics.

• Leadership: Progress to a Lead Product Designer or Design Manager role, mentoring junior designers and influencing design strategy at a higher level.

• Cross-functional Exposure: Gain broader experience in product strategy, user research, and product management by working closely with these teams.

• Skill Development: Continuous learning through working on challenging problems, access to design systems, and potentially company-sponsored training or conferences.

📝 Enhancement Note: The "Senior" title and the emphasis on end-to-end ownership and complex problem-solving indicate ample room for growth, both in terms of design leadership and specialized expertise within the financial SaaS domain. The role's impact on operational efficiency is a key aspect of its career value.

🌐 Work Environment

Office Type: This is a 100% remote position, meaning there is no central office requirement. The work environment is decentralized, with team members located across Portugal (for this specific role) and in over 40 countries globally.

Office Location(s): While the role is remote within Portugal, the company itself is international, with a distributed workforce. Specific office locations for the partner company are not detailed, but the emphasis is on remote collaboration.

Workspace Context:

• The workspace is entirely digital, relying on collaboration tools and platforms for communication and project management.

• Expect a highly collaborative environment facilitated through virtual means, including video conferencing, chat platforms, and collaborative design tools (like Figma).

• Access to a robust technology stack, including advanced design software and project management tools, is inherent to a remote, tech-focused company.

• Opportunities for interaction with a diverse, international team are abundant, fostering a global perspective.

Work Schedule: The role requires standard full-time commitment (approx. 40 hours/week). While 100% remote, maintaining consistent communication and availability during core working hours (likely aligned with European time zones, given the Portugal location) will be important for effective collaboration with the distributed team. Flexibility is a hallmark of remote work, but responsiveness is key.

📝 Enhancement Note: The 100% remote nature dictates a work environment centered around digital collaboration and asynchronous communication, requiring self-discipline and strong communication skills. The international team aspect adds a layer of cultural diversity and requires adaptability.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely involves an AI-powered review via Jobgether, followed by an HR or Talent Acquisition screen to assess basic qualifications and cultural fit.

• Portfolio Review: A critical stage where your submitted portfolio will be reviewed by design leadership or product leads. Be prepared to walk through 2-3 key projects that showcase your expertise in data-heavy design, financial reporting, and complex problem-solving.

• Design Challenge/Case Study: Expect a practical exercise or a case study presentation designed to evaluate your design thinking, problem-solving skills, and ability to translate complex requirements into user-centered solutions. This might involve designing a specific feature or critiquing an existing design.

• Stakeholder Interviews: Interviews with Product Managers, Engineering Leads, and potentially other designers to assess collaboration, communication style, and technical understanding.

• Final Interview: May involve senior leadership to discuss strategic alignment, career goals, and final fit.

Portfolio Review Tips:

• Highlight Operations Impact: For this role, emphasize projects where your design directly led to improved data comprehension, streamlined financial workflows, or enabled better decision-making for users. Quantify impact where possible (e.g., "reduced time to generate reports by X%," "improved user satisfaction with dashboards by Y%").

• Showcase Process: Clearly articulate your design process, from research and ideation to iteration and delivery, especially for data-intensive projects.

• Data Visualization Expertise: Dedicate specific examples to how you approach visualizing complex financial data, explaining your design choices for clarity and hierarchy.

• Figma Proficiency: Be ready to discuss your Figma workflows, use of auto-layout, and contributions to design systems.

• B2B SaaS Focus: Prioritize projects within the B2B SaaS context, demonstrating your understanding of professional user needs and enterprise software design.

Challenge Preparation:

• Understand the Domain: Familiarize yourself with common financial reporting dashboards, key financial metrics, and typical user needs in B2B SaaS finance/reporting contexts.

• Data Interpretation: Practice how you would approach interpreting ambiguous data requirements and designing for clarity and actionability.

• Design System Thinking: Be prepared to discuss how you would integrate solutions into an existing design system or contribute to its evolution.

• Collaboration Scenarios: Think about how you would collaborate with product managers to define requirements and engineers to implement complex features.

📝 Enhancement Note: The Jobgether platform implies an AI-driven initial screening. The portfolio review and design challenge are crucial for this role, requiring candidates to demonstrate specialized skills in data visualization and financial reporting design.

🛠 Tools & Technology Stack

Primary Tools:

• Figma: Advanced proficiency is a core requirement for UI design, prototyping, and collaborative workflows. Expect to utilize features like auto-layout, component libraries, and collaborative editing extensively.

• User Research Tools: Proficiency in tools for conducting user interviews, surveys, and usability testing (e.g., UserTesting.com, Lookback, SurveyMonkey, Google Forms).

• Prototyping Tools: While Figma handles prototyping, familiarity with dedicated tools like InVision or Axure may be beneficial.

Analytics & Reporting:

• Data Visualization Tools (Familiarity): While not necessarily a primary design tool, understanding how data is visualized and the capabilities of tools like Tableau, Power BI, or Looker is advantageous for designing effective dashboards.

• Product Analytics Tools (Awareness): Familiarity with tools like Amplitude, Mixpanel, or Google Analytics to understand user behavior post-launch.

CRM & Automation:

• CRM Systems (Understanding): Awareness of how CRM data (e.g., Salesforce, HubSpot) might intersect with financial reporting needs.

📝 Enhancement Note: Figma is explicitly mentioned as a requirement. The other tools listed are standard for a senior product designer role in a SaaS environment, with an emphasis on understanding data visualization principles and user analytics.

👥 Team Culture & Values

Operations Values:

• User-Centricity: A deep commitment to understanding and solving user problems, particularly for professional users dealing with complex financial data.

• Data-Driven Decision Making: Reliance on research, user feedback, and analytics to inform design choices and measure impact.

• Collaboration & Autonomy: A culture that encourages close teamwork with product and engineering while empowering individuals to own their projects and drive initiatives.

• Efficiency & Scalability: Focus on designing solutions that are not only intuitive but also scalable and maintainable, contributing to the overall efficiency of the SaaS platform.

• Continuous Improvement: A commitment to iterating on designs, refining processes, and always seeking opportunities for enhancement.

Collaboration Style:

• Cross-functional Integration: Seamless collaboration with Product Management and Engineering is essential for translating requirements into functional and user-friendly features.

• Open Communication: Expect a culture that values clear, open, and constructive communication through various digital channels.

• Feedback-Oriented: A willingness to give and receive feedback constructively, fostering a learning environment.

• Workshop Facilitation: Active participation in and facilitation of design thinking workshops to drive alignment and innovation.

📝 Enhancement Note: The company values emphasize a blend of user focus, data-driven strategies, and collaborative autonomy, which are key pillars for successful operations and product teams in the tech industry.

⚡ Challenges & Growth Opportunities

Challenges:

• Complexity of Financial Data: Designing for intricate financial data requires a high level of detail, accuracy, and an ability to simplify without losing critical information.

• Balancing User Needs with Technical Constraints: Effectively mediating between user desires for feature richness and engineering realities of implementation.

• Driving Adoption of New Reporting Features: Encouraging users to adopt and effectively utilize new or improved reporting tools within a complex SaaS platform.

• Maintaining Design System Scalability: Ensuring the design system can accommodate evolving financial reporting needs and complex data visualizations.

Learning & Development Opportunities:

• Specialized Domain Expertise: Gaining deep knowledge of financial SaaS products and the specific needs of finance and operations professionals.

• Advanced Data Visualization Skills: Developing expertise in crafting effective and insightful data visualizations for complex datasets.

• Product Strategy Influence: Contributing directly to the product roadmap and strategic direction of financial reporting features.

• Leadership Development: Opportunities to mentor junior designers, lead design initiatives, and potentially move into leadership roles.

• Industry Exposure: Working within a fast-scaling, international tech company provides broad exposure to industry best practices and emerging trends.

📝 Enhancement Note: The challenges highlight the specialized nature of designing for finance and reporting, while the growth opportunities point towards a career path focused on deep domain expertise and design leadership.

💡 Interview Preparation

Strategy Questions:

• "Describe your process for designing a complex financial dashboard from scratch. How would you approach understanding user needs and translating them into actionable insights?" (Focus on research, data hierarchy, visualization choices, and iterative testing).

• "How do you ensure the accuracy and usability of data visualizations when dealing with sensitive financial information? Provide an example." (Highlight attention to detail, data integrity, and user testing).

Company & Culture Questions:

• "Why are you interested in designing for financial reporting within a B2B SaaS context?" (Connect your passion for design with the specific industry and user base).

• "How do you approach autonomy and collaboration in a remote work environment?" (Demonstrate your ability to self-manage while actively contributing to team efforts).

Portfolio Presentation Strategy:

• Structure Your Narrative: For each case study, clearly define the problem, your role, the process you followed, the solutions you designed, and the impact/outcomes.

• Quantify Impact: Whenever possible, use metrics to demonstrate the success of your designs (e.g., improved user engagement, increased efficiency, positive feedback).

• Focus on Data Visualization: Dedicate time to explaining your approach to designing charts, graphs, and dashboards that effectively communicate complex financial data.

• Showcase Figma Mastery: Be prepared to discuss specific Figma techniques you used, such as auto-layout, component variants, and interactive prototyping.

• Connect to the Role: Explicitly link your project experiences and design philosophy to the requirements of this Senior Product Designer role, emphasizing your suitability for financial reporting and B2B SaaS.

📝 Enhancement Note: Preparation should focus on showcasing expertise in data visualization, financial reporting design, and B2B SaaS UX, backed by strong case studies and a clear understanding of the design process.

📌 Application Steps

To apply for this operations-aligned design position:

• Submit your application through the provided Jobgether link.

• Curate your portfolio to prominently feature projects related to financial dashboards, reporting tools, or complex data visualization within a B2B SaaS context. Clearly articulate your design process and the impact of your work.

• Tailor your resume to highlight keywords and responsibilities relevant to product design for finance and reporting, B2B SaaS experience, user research, data visualization, and proficiency in Figma.

• Prepare to discuss your design philosophy, your approach to solving complex data problems, and your experience collaborating in remote, cross-functional teams. Practice presenting your portfolio case studies concisely.

• Research Jobgether and the general landscape of B2B SaaS financial reporting tools to understand the market and potential user needs.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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