Portfolio Financial Controller
2 months ago
**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
-
Financial Controller
1 month ago
Montréal, QC, Canada Masteko Asset Management Full time**Job Title**: Financial Controller **Company**: Masteko Asset Management **Job Type**: Full-time with the option to work remotely **Location**: Montreal **About Us**: Join our fast-growing team at Masteko Asset Management. As a Financial Controller, you will play a pivotal role in managing and operating our expanding portfolio, making a substantial...
-
Portfolio Finance Manager
2 months ago
Montréal, QC, Canada Aspire Software Full time**We are hiring at Valsoft for an experienced and dynamic Portfolio Finance Manager to join our growing team in Montreal!** The Portfolio Finance Manager 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...
-
Financial Controller
2 weeks ago
Montréal, QC, Canada Nuovo Photography Full timeNuovo Artistic Photography is a premier semi-nude photography studio that operates a collective of studios across North America. Dedicated to celebrating the beauty of individual self-expression, we offer a luxury experience that leverages our expertise in marketing, design, operations, and technology. Nuovo is redefining personal empowerment through...
-
Financial Controller
3 months ago
Montréal, QC, Canada Yumi Organics Full time**Financial Director/Controller** **Job description** ** We are looking for someone with 5 years experience as a financial controller role** Yumi Organics is looking for a Financial Director/Controller to join our ever-growing team! You will work directly with the president and be responsible in making sure our financial budgets and forecasts are...
-
Financial Controller
5 months ago
Montréal, Canada Buddha Brands Full time**GET TO KNOW US**: At Buddha Brands, we exist to **redefine what it means to live well**. Plant powered nutrition that is good for our bodies, our taste buds, and our planet. Our portfolio consists of Thirsty Buddha beverages and Hungry Buddha snacks. We believe that by helping our world be healthier, it can be more sustainable too. Our company culture is...
-
Financial Controller
1 month ago
Montréal, QC, Canada Taiga Motors Full time**Job responsibilities include but are not limited to**: - Simplify accounting practices as company transitions from a public company to a private company - Manage accounting operations including invoicing, Accounts Receivables, Accounts Payables, and General Ledger - Prepare and publish timely monthly financial statements - Coordinate the preparation of...
-
Portfolio Manager
2 months ago
Montréal, QC, Canada National Bank of Canada Full timeA career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...
-
Analyst, Client Portfolio Management
5 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Global Asset Management / Montreal, Quebec or Toronto / Permanent _ **Company Overview** A magnet for top investment talent, iA Global Asset Management (iAGAM) is one of Canada’s largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals...
-
Contrôleur Financier
3 months ago
Montréal, QC, Canada MSP Corp Full timeMSP Corp. Powered by Groupe Access est un chef de file dans le domaine de la cybersécurité et des technologies de l'information (TI) au Canada. Nous nous engageons à fournir des services et des solutions de premier ordre à nos clients. Dans le cadre de notre croissance, nous sommes à la recherche d'un contrôleur financier dévoué pour se joindre à...
-
Financial Controller
2 months ago
Montréal, QC, Canada Lisette L Montreal Full timeContrôleur Lieu: Montréal, Québec Nous recherchons actuellement un contrôleur qui gérera les activités comptables quotidiennes, mensuelles et de fin d'année en tant que membre essentiel de l'équipe des finances. Vos responsabilités seraient, mais sans s'y limiter: Gérer les fonctions quotidiennes des comptes fournisseurs, y compris les...
-
Associate Portfolio Manager
2 months ago
Montréal, QC, Canada Franklin Templeton Investments Full timeThe Role FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions. - Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload,...
-
Equity Income Research Analyst
3 weeks ago
Montréal, QC, Canada Canoe Financial Full time**Equity Income (Option/Preferred Share/Bank Capital) Research Analyst (Montreal)** Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing $18 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on...
-
Portfolio Manager
2 months ago
Montréal, QC, Canada BMO Financial Group Full time105 rue St-Jacques O MONTREAL Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with...
-
Financial Controller
5 months ago
Montréal, Canada The Agency by Workland Full time**LOOKING FOR A** **FINANCIAL CONTROLLER** **(4 days per week)** **Are you interested in joining the team of a large, family-run company, in a position where you can have an impact and a wide range of responsibilities? If so, this opportunity is for you!!** **ABOUT THE OPPORTUNITY** Workland presents a unique career opportunity within a family-owned...
-
Portfolio Manager
5 months ago
Montréal, Canada BMO Financial Group Full time105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls,...
-
Controller
5 months ago
Montréal, Canada Valsoft HQ (EN) Full time**Controller - Hybrid - Montreal/Toronto** Valstone is seeking a driven and adaptable Controller to join our team! The Controller will primarily focus on supporting our UK businesses as we scale up. This role involves coordinating period-end close, budgeting/forecasting, statutory audits, and ensuring accurate financial reporting and analysis for a...
-
Portfolio Manager Quantitative Investment
2 months ago
Montréal, QC, Canada National Bank of Canada Full timeJoining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary. NBI is an investment fund management...
-
Avp, Financial Reporting
3 weeks ago
Montréal, QC, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Financial Controller
5 months ago
Montréal, Canada NXTRND Full timeCompany Summary: NXTRND was founded six years ago and now stands as the leading football accessory brand. Our sales operations are primarily conducted online through our website and Amazon store. However, this upcoming fall marks a significant milestone for us as we expand into retail spaces. We believe that the time has come to internalize our financial...
-
Financial Controller
5 months ago
Montréal, Canada Joseph Ribkoff Full timeJoseph Ribkoff designs classic and contemporary garments for fashion-forward women with a youthful state of mind. Each one of our carefully tailored pieces offers the effortless fashion, fit, and quality that we’ve been synonymous with. Over the years, the brand has blossomed into a touchstone for timeless, youthful style. Driven by a passion that has...