Finance Manager

Role Overview

• 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

Requirements

• A qualified financial accountant (ACCA) with at least a bachelor's degree or above in Accounting, Finance, Economics or similar is essential; CPA preferred
• 5+ 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
• Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility
• Fast learner and adaptable – time management skills and ability to meet deadlines
• Working knowledge of Oracle NetSuite ERP (or similar) is considered an asset
• 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
• Prior experience managing a finance team is advantageous
• Being fluent in the English language, both written and verbal, is essential
• Must be legally authorized to work in the US

Tech Stack

• ERP
• Oracle