Finance Business Partner

Valsoft's TAG Software Group is looking for an experienced and dynamic Financial Business Partner to support our Companies in a remote or hybrid role.

About Tag Software Group

TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission-critical software companies serving SMB, enterprise, and public sector customers.

Founded as part of Valsoft Corporation, TAG provides a permanent home for software companies, we don’t buy to sell. Our focus is on long-term partnerships that protect your legacy, employees, and customers.

Our in-house team delivers an efficient, transparent, and seller-friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value-creation resources, and the extended ecosystem of our sister companies, including proprietary in-house technology including ValPay and Sadie AI helping your business reach the next level.

Culture

Tag Software Group is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble, and Stay Hungry.

POSITION DESCRIPTION:

As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses.

This is an existing vacancy. You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller - Portfolio. This portfolio has a global presence.

Key Responsibilities:

• Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records.
• Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management.
• Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making.
• Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives.
• Monitor Free Cash Flow: Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow.
• Improve Financial Processes: In collaboration with the Financial Controller - Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes.
• Support Operational Improvements: Collaborate with Managing Directors to assess and implement operational improvements.
• Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations.
• Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth.

Integration support:

• Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards.
• Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy.

Manage transition financial risk:

• At Acquisition: Identify discrepancies between acquired company accounting policies and Valsoft corporate policies, with the Finance Controller - Portfolio remediate discrepancies and implement go-forward reporting processes.
• Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business.
• Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting.

Requirements

REQUIRED/MINIMUM QUALIFICATIONS:

• Qualifications: A qualified financial accountant (CPA) with a solid track record of results driven accomplishments.
• Experience: 3+ years of experience in a similar role and having managed at a minimum one ERP integration.
• Knowledge strong of financial regulations and standards and advanced knowledge of Excel.
• Skills: Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams. Exceptional communication and interpersonal skills.
• Technical Proficiency: Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel.
• Language: Fluent in both French and English, both written and verbal is considered an asset.
• Environment: Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Benefits

• Comprehensive Health, Dental and Vision Benefits starting Day One.
• Flexible Work Arrangements
• Paid Vacation
• Entrepreneurial, High-Ownership Environment
• Employee Referral Bonus Program

Valsoft is committed to creating an inclusive, accessible, and barrier-free recruitment and selection process. We will provide accommodations at any stage of the hiring process, upon request, in accordance with the local accessibility legislation and applicable human rights legislation. If you require accommodation, please let us know and we will work with you to meet your needs.

Some elements of the recruitment process may use digital or automated tools to support resume screening or workflow management. All final hiring decisions are made by people. Personal information collected during the recruitment process is handled confidentially and in accordance with applicable privacy laws.