Valsoft Corporation · 1 day ago
Portfolio Financial Controller
Florida, United States
Full-time
Remote
Senior Level
7+ years exp
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No H1B
Hiring Manager
Philip Brindley
Insider Connection @Valsoft Corporation
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Responsibilities
Monitor and analyze the performance strategies to identify areas of opportunity and respond with action plans to ensure execution to meet and exceed financial targets
Drive the financial planning of the company by analyzing the performance and risks of the portfolio by applying the KPI framework
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 the financial health of a 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
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
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
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
Develop, identify, and execute financial integration and onboarding plan of new acquisitions in partnership with the business transformation team
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 Rollout and application of Valsoft KPI management framework
Qualification
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Required
A qualified financial accountant (ACCA) with at least a bachelor's degree or above in Accounting, Finance, Economics or similar is essential
7+ years of experience in a similar role, including at least 2+ years in team management
Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility
Strong understanding of financial processes, with the ability to navigate and resolve conflicting goals of diverse stakeholders
Extensive knowledge and skill in multiple disciplines to be able to support business integration activities effectively and a capacity to understand and interpret conflicting goals and needs of diverse groups
Fast learner and adaptable - time management skills and ability to meet deadlines
Ability to visualize efficient processes and implement them
Excellent organizational skills and time management
Excellent verbal and written communication skills
Advanced knowledge of MS Excel
Expertise in streamlining and implementing efficient financial processes
Being fluent in the English language, written and verbal, is essential
Must be legally authorized to work in the US
Preferred
CPA preferred
Working knowledge of Oracle NetSuite ERP (or similar) is considered an asset
Prior experience managing a finance team is advantageous
Company
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$270.13MKey Investors
Viking Global Investors
2024-01-19Private Equity· $170.13M
2022-03-28Private Equity· $100M
Leadership Team
Michael Assi
CEO, Aspire Software
Ouissam Youssef
Founder and CEO
Recent News
2024-11-20
Company data provided by crunchbase
