Financial Analyst Jobs in United States, Canada
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United States, Canada
About the role
Strategic Financial Analyst
(Full-Time | Reports to Managing Director)
About the Role
Valsoft is looking for a highly analytical, business-oriented Strategic Finance Manager to help leadership better understand, operate, and scale the one of their software businesses.
This role sits at the intersection of:
- Finance
- Operations
- Strategy
You will work directly with leadership to improve visibility into business performance, identify opportunities and risks, and support strategic decision-making.
This is not a traditional accounting role.
We are looking for someone who wants to deeply understand how a software business operates and help drive smarter, faster decisions across the organization.
What You’ll Do
Financial Planning & Analysis
- Build and maintain forecasting models across revenue, margin, and cash flow
- Analyze business performance and identify key trends, risks, and opportunities
- Support budgeting and long-range planning
Business Performance & Decision Support
- Develop operational and financial dashboards
- Partner with leaders to understand drivers behind:
- revenue
- margin
- churn
- implementation performance
- customer profitability
- Conduct scenario analysis and investment modeling
Strategic Projects
- Support pricing, resource allocation, and cost optimization initiatives
- Help evaluate AI and automation opportunities from a financial ROI perspective
- Assist with acquisition analysis and integration planning where needed
Reporting & Communication
- Prepare concise executive-level analyses and recommendations
- Translate financial insights into operational actions
- Improve visibility and accountability across teams
What We’re Looking For
- 3–7 years experience in:
- FP&A
- Strategic finance
- Consulting
- Accounting/financial background
- Strong financial modeling and analytical skills
- Excellent Excel capability
- Strong business intuition and curiosity
- Comfortable operating in ambiguity and fast-moving environments
- Strong communication skills and ability to influence non-financial stakeholders
- Bias toward action and problem solving
Nice to Have
- SaaS or recurring revenue business experience
- Experience with BI tools (Power BI, Tableau, Looker)
- SQL or lightweight data skills
- AI-native workflow/tool familiarity
- Exposure to M&A or operational transformation
What Success Looks Like
- Leadership has significantly better visibility into business performance
- Faster and higher-quality decision making
- Earlier identification of operational issues and risks
- Improved forecasting accuracy
- Clearer linkage between operational metrics and financial outcomes
Why Join
Our businesses are entering a major transformation phase as we evolve into more AI-native, automation-driven organizations.
This role offers the opportunity to work directly with senior leadership and help shape how the business operates during a critical period of growth and change.
We are looking for someone who wants to think like a business owner, not just a finance professional.
Not the right fit? Search for Strategic Financial Analyst jobs in Canada
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.