Top Benefits
About the role
Company: Exa Capital, Inc.
Position: Senior Financial Analyst
Type: Full-Time
Reporting to : Director of Finance
Job Location: Toronto, Ontario - Hybrid
ABOUT EXA
We Acquire, Build, and Grow enterprise software companies. Our mission is to drive transformation within our companies and create long-term value for our investors, partners, and employees. We build great businesses for life, providing a permanent home to our Founders’ legacy, employees, and customers.
OVERVIEW
We are seeking a high-performing Senior Financial Analyst to join our holding company’s finance team. This role is critical in supporting financial leadership at both the consolidated level and across our portfolio of operating companies. The successful candidate will bring analytical rigor, financial acumen, and collaborative instincts to support decision-making, performance improvement, and post-acquisition value creation.
Key Responsibilities
1. Support to Holding Company Leadership (Consolidated Financial Analysis, Planning & Treasury Oversight):
- Prepare consolidated financial reports, variance analyses, and management dashboards for senior leadership and board-level stakeholders.
- Build and maintain scenario models to evaluate strategic options, capital allocation, and stress-testing of portfolio performance.
- Support the development of consolidated budgets, forecasts, and long-range plans, integrating data from portfolio companies.
- Assist in managing group-level cash flow forecasting, liquidity planning, and optimizing working capital across the portfolio.
- Coordinate with the Director of Finance to oversee banking relationships, support treasury operations, and monitor compliance with financial covenants and credit agreements.
- Partner with finance teams to ensure reporting meets audit accounting and tax standards such as GAAP and IFRS.
- Reconcile inter-company transactions and maintain transfer pricing documentation
2. Portfolio Company Financial Support:
- Collaborate with finance teams across portfolio companies to improve financial reporting, cash flow visibility, and operational efficiency.
- Support portfolio leaders in managing working capital, cash conversion cycles, and identifying opportunities to improve liquidity.
- Provide hands-on analytical support for budgeting, forecasting, and financial performance tracking.
- Help standardize financial reporting frameworks and key performance indicators (KPIs) across the portfolio.
- Support business cases with financial analysis on capital and operating expenses
- Provide customer level profitability and attrition breakdown
3. Post-Acquisition Integration & Performance Analysis:
- Analyze post-acquisition financial performance, focusing on ROIC, revenue growth, margin expansion, and key value drivers.
- Track integration progress against financial and strategic objectives; identify performance gaps and recommend corrective actions.
- Assist in preparing post-close performance reviews and board materials, comparing results against the original investment case.
- Work cross-functionally with corporate and portfolio leadership to ensure financial alignment throughout the integration process.
KEY RESPONSIBILITIES
-
Financial Analysis & Modeling: Develop and maintain complex financial models for forecasting, budgeting, scenario planning, and investment evaluation across portfolio companies; analyze business performance metrics, SaaS KPIs, revenue trends, and operational drivers to identify opportunities and risks
-
Financial Reporting: Prepare comprehensive monthly, quarterly, and annual financial reports for senior management and portfolio companies; create executive-level presentations, dashboards, and variance analysis with actionable insights and explanations for significant deviations
-
Portfolio Company Support: Collaborate directly with portfolio company management teams to enhance financial processes, conduct business reviews, support annual budgeting and strategic planning, and assist with integration of newly acquired companies
-
Strategic & Investment Analysis: Participate in due diligence processes for potential acquisitions; prepare investment committee materials, valuation analysis, and return projections; analyze market trends and competitive positioning within the enterprise software sector
-
Process Improvement & Systems : Lead initiatives to standardize financial reporting across portfolio companies; implement and optimize financial systems, ensure compliance with accounting standards and internal controls, and support month-end/year-end closing processes
-
Cross-Functional Collaboration: Partner with business units and cross-functional teams to support strategic initiatives, ensuring alignment with financial targets while providing ad hoc analysis and insights to executive leadership
WHAT WE ARE LOOKING
Education:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- MBA, CPA, CFA, or other relevant certifications preferred.
Experience:
- Minimum of 5 years of progressive financial analysis experience.
- Strong understanding of financial statements, accounting principles, and financial modeling.
- Advanced proficiency in Microsoft Excel and financial modeling tools.
- Experience with ERP systems and reporting software is a plus. (e.g., NetSuite, SAP, Oracle, Tableau, Power BI)
- Experience in private equity, investment banking, or corporate development is preferred.
WHAT WILL MAKE YOU SUCCESSFUL
- Exceptional analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Excellent verbal and written communication skills
- The ability to present complex information clearly.
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- High level of integrity and ability to handle confidential information.
- Collaborative and proactive approach to working with cross-functional teams.
PERKS:
- Unlimited PTO - take the time you need to recharge and maintain a healthy work-life balance
- Lifestyle Spending Account up to $1,250
- A build-your-own home office setup, receive $500 to customize your workstation
- Comprehensive group benefits - we prioritize your well-being with complete medical, dental, and vision coverage for you and your family
- Hybrid working arrangements – 2 days in the office (Tuesday and Thursday), 3 days at home
- Toronto Office Headquartered at First Canadian Place with direct access to the PATH, the subway, Union Station, etc.
- Monthly team socials
About Exa Capital
We believe entrepreneurs hold the keys to innovation and progress. As advocates of change they seek deep personal fulfillment. Acting as an agent of social good they create jobs, stimulating economic growth. And as the crazy person, they are courageous enough to give it a try! At Exa, we embrace and value your entrepreneurial spirit. We acquire, build, and grow vertical market software companies, and understand that choosing the right partner is key to achieving your goals. Our highly collaborative approach helps you get there. Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics, and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.
Top Benefits
About the role
Company: Exa Capital, Inc.
Position: Senior Financial Analyst
Type: Full-Time
Reporting to : Director of Finance
Job Location: Toronto, Ontario - Hybrid
ABOUT EXA
We Acquire, Build, and Grow enterprise software companies. Our mission is to drive transformation within our companies and create long-term value for our investors, partners, and employees. We build great businesses for life, providing a permanent home to our Founders’ legacy, employees, and customers.
OVERVIEW
We are seeking a high-performing Senior Financial Analyst to join our holding company’s finance team. This role is critical in supporting financial leadership at both the consolidated level and across our portfolio of operating companies. The successful candidate will bring analytical rigor, financial acumen, and collaborative instincts to support decision-making, performance improvement, and post-acquisition value creation.
Key Responsibilities
1. Support to Holding Company Leadership (Consolidated Financial Analysis, Planning & Treasury Oversight):
- Prepare consolidated financial reports, variance analyses, and management dashboards for senior leadership and board-level stakeholders.
- Build and maintain scenario models to evaluate strategic options, capital allocation, and stress-testing of portfolio performance.
- Support the development of consolidated budgets, forecasts, and long-range plans, integrating data from portfolio companies.
- Assist in managing group-level cash flow forecasting, liquidity planning, and optimizing working capital across the portfolio.
- Coordinate with the Director of Finance to oversee banking relationships, support treasury operations, and monitor compliance with financial covenants and credit agreements.
- Partner with finance teams to ensure reporting meets audit accounting and tax standards such as GAAP and IFRS.
- Reconcile inter-company transactions and maintain transfer pricing documentation
2. Portfolio Company Financial Support:
- Collaborate with finance teams across portfolio companies to improve financial reporting, cash flow visibility, and operational efficiency.
- Support portfolio leaders in managing working capital, cash conversion cycles, and identifying opportunities to improve liquidity.
- Provide hands-on analytical support for budgeting, forecasting, and financial performance tracking.
- Help standardize financial reporting frameworks and key performance indicators (KPIs) across the portfolio.
- Support business cases with financial analysis on capital and operating expenses
- Provide customer level profitability and attrition breakdown
3. Post-Acquisition Integration & Performance Analysis:
- Analyze post-acquisition financial performance, focusing on ROIC, revenue growth, margin expansion, and key value drivers.
- Track integration progress against financial and strategic objectives; identify performance gaps and recommend corrective actions.
- Assist in preparing post-close performance reviews and board materials, comparing results against the original investment case.
- Work cross-functionally with corporate and portfolio leadership to ensure financial alignment throughout the integration process.
KEY RESPONSIBILITIES
-
Financial Analysis & Modeling: Develop and maintain complex financial models for forecasting, budgeting, scenario planning, and investment evaluation across portfolio companies; analyze business performance metrics, SaaS KPIs, revenue trends, and operational drivers to identify opportunities and risks
-
Financial Reporting: Prepare comprehensive monthly, quarterly, and annual financial reports for senior management and portfolio companies; create executive-level presentations, dashboards, and variance analysis with actionable insights and explanations for significant deviations
-
Portfolio Company Support: Collaborate directly with portfolio company management teams to enhance financial processes, conduct business reviews, support annual budgeting and strategic planning, and assist with integration of newly acquired companies
-
Strategic & Investment Analysis: Participate in due diligence processes for potential acquisitions; prepare investment committee materials, valuation analysis, and return projections; analyze market trends and competitive positioning within the enterprise software sector
-
Process Improvement & Systems : Lead initiatives to standardize financial reporting across portfolio companies; implement and optimize financial systems, ensure compliance with accounting standards and internal controls, and support month-end/year-end closing processes
-
Cross-Functional Collaboration: Partner with business units and cross-functional teams to support strategic initiatives, ensuring alignment with financial targets while providing ad hoc analysis and insights to executive leadership
WHAT WE ARE LOOKING
Education:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- MBA, CPA, CFA, or other relevant certifications preferred.
Experience:
- Minimum of 5 years of progressive financial analysis experience.
- Strong understanding of financial statements, accounting principles, and financial modeling.
- Advanced proficiency in Microsoft Excel and financial modeling tools.
- Experience with ERP systems and reporting software is a plus. (e.g., NetSuite, SAP, Oracle, Tableau, Power BI)
- Experience in private equity, investment banking, or corporate development is preferred.
WHAT WILL MAKE YOU SUCCESSFUL
- Exceptional analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Excellent verbal and written communication skills
- The ability to present complex information clearly.
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- High level of integrity and ability to handle confidential information.
- Collaborative and proactive approach to working with cross-functional teams.
PERKS:
- Unlimited PTO - take the time you need to recharge and maintain a healthy work-life balance
- Lifestyle Spending Account up to $1,250
- A build-your-own home office setup, receive $500 to customize your workstation
- Comprehensive group benefits - we prioritize your well-being with complete medical, dental, and vision coverage for you and your family
- Hybrid working arrangements – 2 days in the office (Tuesday and Thursday), 3 days at home
- Toronto Office Headquartered at First Canadian Place with direct access to the PATH, the subway, Union Station, etc.
- Monthly team socials
About Exa Capital
We believe entrepreneurs hold the keys to innovation and progress. As advocates of change they seek deep personal fulfillment. Acting as an agent of social good they create jobs, stimulating economic growth. And as the crazy person, they are courageous enough to give it a try! At Exa, we embrace and value your entrepreneurial spirit. We acquire, build, and grow vertical market software companies, and understand that choosing the right partner is key to achieving your goals. Our highly collaborative approach helps you get there. Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics, and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.