Job Description
What Makes This Role Different?
This role goes beyond traditional finance—it's about:
- Strategic Thought Partnership: Uncovering data-driven insights to guide strategic decision-making, not just reporting on numbers and KPIs
- Driving Value: Identifying ways to optimize business operations, improve margins, and create scalable financial processes.
- Technology & AI: Exploring and implementing AI-driven tools, automation, and analytics to improve financial reporting and business efficiency.
- Business Operations: Working closely with operational teams to refine workflows, improve cash management, and ensure efficient financial systems.
- Fast-Paced Growth: Being part of a newly formed portfolio within Valsoft that is expected to expand rapidly through acquisitions.
What Will You Be Doing?
Strategic Financial Management
- Monitor and analyze portfolio company performance to drive strategic decisions.
- Develop KPI frameworks to assess financial health and identify growth opportunities.
- Prepare monthly and quarterly business reviews for senior leadership.
- Ensure positive cash flow and long-term profitability across portfolio companies.
- Work closely with M&A teams on due diligence and post-acquisition integration.
Financial Reporting & Accounting
- Oversee financial close processes, including reporting and compliance.
- Ensure statutory and tax compliance across multiple jurisdictions.
- Establish financial internal controls and process optimization strategies.
- Lead the implementation of NetSuite ERP and other automation initiatives.
Technology & Process Innovation
- Champion AI, automation, and workflow tools to improve finance functions.
- Identify and implement new financial technologies to streamline reporting and enhance decision-making.
- Leverage data analytics for predictive financial modeling.
M&A & Financial Integration
- Develop financial onboarding plans for newly acquired businesses.
- Ensure alignment of acquired companies’ accounting policies with Valsoft standards.
- Support valuation, purchase price allocation, and deferred payment calculations.
- Establish scalable reporting and governance frameworks post-acquisition.
Who Are We Looking For?
- Strategic & Tech-Savvy: You see finance as more than just numbers—you see it as a tool for business transformation.
- AI & Automation Enthusiast: You are eager to use AI, automation, and analytics to enhance financial processes.
- Fast-Paced & Adaptable: You thrive in high-growth environments with continuous learning and innovation.
- M&A Interest: You are excited about deal-making, financial integration, and portfolio management.
- We are looking for someone that thinks outside the box.
Requirements
- Bachelor’s degree in accounting or finance, (CPA or CFA is an asset).
- 3+ years of experience in finance, accounting, or FP&A (Big 4 or consulting firm experience is a plus).
- Prior exposure to M&A, financial integrations is an asset.
- Strong understanding of different ERP systems (NetSuite preferred) and business technologies.
- Advanced proficiency in MS Excel and the office suite.
- Excellent leadership, organizational, and problem-solving skills.
- We are looking for someone that is ready for an amazing opportunity
Benefits
- High-Growth Environment – Work in a fast-scaling portfolio with constant learning opportunities.
- AI & Tech-Driven Mindset – Be at the forefront of finance automation and innovation.
- Collaborative Culture – Work with dynamic, forward-thinking professionals who value curiosity and innovation.
- Global Exposure – Engage with businesses across North America, Europe, and beyond.
Job Tags
Full time,