Senior FP&A Analyst

Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.

We are growing our team in Toronto, San Francisco, and New York. Apply below.

Senior FP&A Analyst

Beacon Software is looking for a Senior FP&A Analyst to own and maintain the financial operating model across our portfolio of companies. This role is both strategic and execution-oriented — you'll be responsible for the accuracy, structure, and usability of our group-wide financial model, which underpins decision-making for the executive team, board, and operating partners.

You will oversee monthly updates and reporting, help ensure clean and consistent revenue and cost categorization, and drive improvements in how the model is maintained and presented. You will also help lead the implementation and ongoing use of an FP&A platform (we are evaluating Abacum, Runway, and Drivetrain). This role will report directly to the Director of Finance and will work closely with Accounting, M&A, and Portfolio leaders.

This is a foundational hire for the finance team, with visibility across all operating companies and significant exposure to leadership.

Location
: Toronto, ON

Working
Arrangements
: Hybrid (In-office 3-4 days / week)

Scope of Responsibility

Model Ownership & Maintenance

• Maintain and evolve Beacon's consolidated operating model, ensuring each portfolio company is accurately and consistently represented
• Structure revenue by type (e.g., recurring vs. one-time, product vs. services) and ensure alignment with actual bookings data and accounting classifications
• Partner with Accounting to capture department-level detail (e.g., payroll by function) even where not directly reflected in the GL
• Build and maintain flexible assumptions that support scenario modeling, margin analysis, and long-range planning

Budgeting & Performance Reporting

• Drive monthly updates to the model with actuals, ensuring completeness and accuracy across entities
• Own the monthly budget vs. actuals process, with clear presentation of key variances and business drivers
• Support the creation of dashboards and slides for internal leadership, board reporting, and operating partner reviews
• Track and refine key financial KPIs and unit economics across the group

FP&A Tooling & Process Automation

• Lead the implementation and configuration of Beacon's first FP&A tool (evaluating Abacum, Runway, and Drivetrain)
• Integrate data feeds from systems like QuickBooks, Xero, NetSuite, and HRIS platforms into the financial model environment
• Support the development of scalable processes for forecasting, reforecasting, and data validation

Strategic Finance Support

• Collaborate with the M&A and integration teams to onboard new acquisitions into the model structure
• Partner with BizOps to ensure key operational drivers are reflected and forecasted appropriately
• Provide modeling support for strategic initiatives, pricing changes, and org planning

KPIs

• Build and maintain weekly/monthly dashboards that track key metrics across functions and portfolio companies
• Support leadership with the development of recurring KPI reporting packages for board meetings, executive reviews, and internal updates
• Source, clean, and validate data from different systems (e.g., QuickBooks, CRM tools, spreadsheets, and operational databases)

Qualifications

• Bachelor's degree in Accounting or Finance; CPA or equivalent preferred.
• 3–5+ years of experience in FP&A, strategic finance, investment banking, or finance roles in SaaS / software
• Advanced Excel/Google Sheets skills; experience with Abacum, Runway, Drivetrain, or similar FP&A software strongly preferred
• Experience working in or around multi-entity, roll-up, or portfolio-style organizations
• Familiarity with SaaS financial metrics (ARR, gross margin,, etc.)
• Excellent attention to detail, high standards for data cleanliness, and a strong systems mindset
• Comfortable presenting financial insights to executives and cross-functional partners

Ideal
Candidate

• Has owned a full financial model or budget process across a portfolio or business unit
• Led or participated in an FP&A software implementation
• Enjoys the balance of strategic finance work and operational detail
• Operates with urgency, structure, and a low-ego approach to collaboration

Our Values at Beacon Software

• Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time.
• Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant.
• Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected.
• Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.