Top Benefits
About the role
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.
About Valsoft Corporation
As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of companies that benefit from decentralized leadership and operational autonomy. We actively support our businesses, guiding them in their growth and evolution into market leaders.
Headquartered in Montreal with a global presence, Valsoft is committed to building a legacy of excellence by prioritizing sustainable growth and operational efficiency. Our long-term vision, driven by entrepreneurial spirit and disciplined execution, ensures we create lasting value for our portfolio companies, their customers, and the industries they serve. For more information, visit valsoftcorp.com.
En tant qu'acteur de premier plan dans le domaine des logiciels pour marchés verticaux (LMV), Valsoft allie expertise sectorielle et une philosophie d'investissement unique axée sur l'acquisition et la conservation. Nous gérons un portefeuille croissant d'entreprises qui bénéficient d'un leadership décentralisé et d'une autonomie opérationnelle. Nous soutenons activement nos entreprises en les accompagnant dans leur croissance et leur évolution en leaders de leur secteur.
Basée à Montréal et présente à l'échelle mondiale, Valsoft s'engage à bâtir un héritage d'excellence en priorisant la croissance durable et l'efficacité opérationnelle. Notre vision à long terme, portée par un esprit entrepreneurial et une exécution rigoureuse, nous permet de créer une valeur durable pour nos entreprises, leurs clients et les industries qu'elles desservent. Pour plus d'informations, visitez valsoftcorp.com.
Top Benefits
About the role
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.
About Valsoft Corporation
As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of companies that benefit from decentralized leadership and operational autonomy. We actively support our businesses, guiding them in their growth and evolution into market leaders.
Headquartered in Montreal with a global presence, Valsoft is committed to building a legacy of excellence by prioritizing sustainable growth and operational efficiency. Our long-term vision, driven by entrepreneurial spirit and disciplined execution, ensures we create lasting value for our portfolio companies, their customers, and the industries they serve. For more information, visit valsoftcorp.com.
En tant qu'acteur de premier plan dans le domaine des logiciels pour marchés verticaux (LMV), Valsoft allie expertise sectorielle et une philosophie d'investissement unique axée sur l'acquisition et la conservation. Nous gérons un portefeuille croissant d'entreprises qui bénéficient d'un leadership décentralisé et d'une autonomie opérationnelle. Nous soutenons activement nos entreprises en les accompagnant dans leur croissance et leur évolution en leaders de leur secteur.
Basée à Montréal et présente à l'échelle mondiale, Valsoft s'engage à bâtir un héritage d'excellence en priorisant la croissance durable et l'efficacité opérationnelle. Notre vision à long terme, portée par un esprit entrepreneurial et une exécution rigoureuse, nous permet de créer une valeur durable pour nos entreprises, leurs clients et les industries qu'elles desservent. Pour plus d'informations, visitez valsoftcorp.com.