Top Benefits
About the role
Description Valsoft is looking for an experienced and dynamic Finance Business Partner to join our team in Montreal, Canada.
About Valsoft Corp. Established in Canada in 2015, Valsoft has grown to a global portfolio of 118+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships with existing management.
Investment Approach Unlike private equity and venture capital firms, we are Entrepreneurs who Buy, Enhance and Grow Software Businesses. That’s right; we don’t sell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to create a firm and place a premium on customers’ and workers’ well-being over short-term goals.
Culture Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble and Stay Hungry.
Position Description As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses. You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller – Portfolio. This portfolio has a global presence.
Key Responsibilities
- Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records
- Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management
- Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making
- Prepare and Analyze Financial Statements: Generate financial statements such as balance sheets, income statements, and cash flow statements to ensure accurate financial reporting
- Maintain and Reconcile General Ledger Accounts: Perform monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance
- Manage Accounts Payable and Receivable Processes: Oversee the processing of accounts payable and receivable, ensuring timely and accurate payments and collections
- Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives
- Monitor Free Cash Flow : Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow
- Improve Financial Processes: In collaboration with the Financial Controller – Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes
- Support Operational Improvements : Collaborate with Managing Directors to assess and implement operational improvements
- Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations
- Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth
Integration Support
- Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards
- Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy
Manage Transition Financial Risk
- At Acquisition: Identify discrepancies between acquired company accounting policies and Valsoft corporate policies, with the Finance Controller – Portfolio remediate discrepancies and implement go-forward reporting processes
- Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business
- Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting
Requirements REQUIRED/MINIMUM QUALIFICATIONS:
- A qualified financial accountant (CPA) with a solid track record of results driven accomplishments
- 3+ years of experience in a similar role and having managed at a minimum one ERP integration
- Knowledge strong of financial regulations and standards and advanced knowledge of Excel
- Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams
- Exceptional communication and interpersonal skills
- Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel
- Fluent in English, both written and verbal
- Ability to work in a fast-paced, dynamic environment and manage multiple priorities
Benefits
- Flexible hybrid working schedule
- Competitive salary and benefits package
- Professional Development & Training Reimbursement Program
- Flexible paid time off
- High-Growth Environment – Work in a fast-scaling portfolio with constant learning opportunities
- Collaborative Culture – Work with dynamic, forward-thinking professionals who value curiosity and innovation
- AI & Tech-Driven Mindset – Be at the forefront of finance automation 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
Description Valsoft is looking for an experienced and dynamic Finance Business Partner to join our team in Montreal, Canada.
About Valsoft Corp. Established in Canada in 2015, Valsoft has grown to a global portfolio of 118+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships with existing management.
Investment Approach Unlike private equity and venture capital firms, we are Entrepreneurs who Buy, Enhance and Grow Software Businesses. That’s right; we don’t sell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to create a firm and place a premium on customers’ and workers’ well-being over short-term goals.
Culture Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble and Stay Hungry.
Position Description As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses. You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller – Portfolio. This portfolio has a global presence.
Key Responsibilities
- Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records
- Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management
- Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making
- Prepare and Analyze Financial Statements: Generate financial statements such as balance sheets, income statements, and cash flow statements to ensure accurate financial reporting
- Maintain and Reconcile General Ledger Accounts: Perform monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance
- Manage Accounts Payable and Receivable Processes: Oversee the processing of accounts payable and receivable, ensuring timely and accurate payments and collections
- Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives
- Monitor Free Cash Flow : Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow
- Improve Financial Processes: In collaboration with the Financial Controller – Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes
- Support Operational Improvements : Collaborate with Managing Directors to assess and implement operational improvements
- Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations
- Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth
Integration Support
- Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards
- Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy
Manage Transition Financial Risk
- At Acquisition: Identify discrepancies between acquired company accounting policies and Valsoft corporate policies, with the Finance Controller – Portfolio remediate discrepancies and implement go-forward reporting processes
- Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business
- Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting
Requirements REQUIRED/MINIMUM QUALIFICATIONS:
- A qualified financial accountant (CPA) with a solid track record of results driven accomplishments
- 3+ years of experience in a similar role and having managed at a minimum one ERP integration
- Knowledge strong of financial regulations and standards and advanced knowledge of Excel
- Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams
- Exceptional communication and interpersonal skills
- Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel
- Fluent in English, both written and verbal
- Ability to work in a fast-paced, dynamic environment and manage multiple priorities
Benefits
- Flexible hybrid working schedule
- Competitive salary and benefits package
- Professional Development & Training Reimbursement Program
- Flexible paid time off
- High-Growth Environment – Work in a fast-scaling portfolio with constant learning opportunities
- Collaborative Culture – Work with dynamic, forward-thinking professionals who value curiosity and innovation
- AI & Tech-Driven Mindset – Be at the forefront of finance automation 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.