Portfolio Financial Controller

3 months ago

Montréal QC, Canada Aspire Software Full time

**We are hiring at Valsoft for an experienced and dynamic Portfolio Financial Controller to join our growing team in Montreal**

The Portfolio Financial Controller will report to the Portfolio Head of Finance. This individual will coordinate and manage period-end close, budgeting/forecasting, statutory compliance and reporting, integrations of new businesses and ensure accurate financial reporting and analysis for a portfolio of acquired companies, as well as lead projects impacting their accounting and provide guidance on the more complex accounting issues.

**Here is a little window into our company**:Valsoft was founded in 2015 in Montreal, Canada. Our focus is to acquire and grow vertical market software businesses that provide mission-critical solutions in their respective niche markets. So far, we have acquired over 90+ businesses across 25+ industries and have 3000+ employees across 14+ countries. In 2023, Great Place to Work® named Valsoft one of the best workplaces in the financial services industry**.**

Our motto is **'Be Humble, Stay Hungry'**

**What your day will look like**:

- Monitor and analyze the performance strategies to identify areas of opportunity, respond with action plans to ensure execution to meet and exceed financial targets
- Prepare monthly and quarterly business reviews for portfolio companies that highlight results, remediation plans for underperformers, and strategic initiatives to drive organic growth to the senior management team
- Build and manage monthly, quarterly, and annual forecasts and track KPIs
- Monitor financial health of portfolio and ensure positive cash-flow
- Develop strategies to increase return on investment and profitability
- Maintain high-level interaction with the corporate finance department
- Actively participate in the processes related to the sale or acquisition of companies
- Application of Valsoft Finance best practices to all companies within Portfolio
- Ownership of all things finance for companies acquired into the Portfolio

**Financial Reporting**:

- Oversee and review accounting tasks including tax and compliance
- Own monthly financial close process for Portfolio companies
- Prepare accurate and timely monthly, quarterly, and annual financial reports
- Build processes and ensure compliance with Corporate policies and reporting requirements. Identify and manage differences between corporate consolidation accounting policies and local statutory reporting requirements
- Ensure effective financial internal controls and continually evaluate established policies and procedures
- Optimize internal reporting processes for efficiency
- Prepare for and support the corporate audit by providing necessary documentation
- Lead and organize the annual statutory audits and ensure all fillings are complete

**Team Leadership and Development**:

- Set targets for and supervise all accounting and finance personnel (Accounting, FP&A, AR, AP)
- Provide leadership and develop a high-performing scalable finance team in a decentralized finance environment, fostering a culture of accountability, collaboration, and continuous improvement
- Train and coach teams to ensure they have the knowledge and resources necessary to be successful

**Financial Systems**:

- Support NetSuite rollout activities to Portfolio companies by ensuring data integrity
- Conduct situational assessments, identify gaps and opportunities for automation, make recommendations, and direct the implementation of such changes as required to improve financial systems and related processes

**Financial Integration Support**:

- Develop, identify, and execute financial integration and onboarding plan of new acquisitions
- Integration activities include ERP system implementation, account mapping, rollout of Valsoft reporting requirements and governance standards
- Establish and monitor monthly reporting cadence. Review all deliverables for data integrity, quality, and accuracy
- Identify discrepancies between acquired company accounting policies and Valsoft corporate policies. Remediate discrepancies by revaluing accounts, engineering and implementing go forward reporting processes
- Prepare purchase price allocations, ensure completeness and accuracy of opening balance sheet accounting prepared in accordance with Valsoft accounting policies
- Calculate and monitor deferred acquisition payment liabilities
- Creation of first bottoms up forecast in partnership with the acquired business

**About you**:

- **At least a Bachelor’s degree or above in Accounting or Finance, CPA highly preferred**:

- **Minimum 8+ years of professional experience in an accounting or finance role (experience in a Big Four firm preferred)**:

- Experience in a management role is required
- Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility
- Extensive knowledge and skill in multiple disciplines to be able to support

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