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Join Valsoft as our Finance & Performance Manager and take ownership of portfolio-wide reporting, financial insights, and strategic performance monitoring to support executive decision-making and capital deployment.
Job Responsibility:
Drive recurring performance monitoring across the portfolio (ARR, churn, margin, FCF, ROI, IRR, etc.)
Translate financial data into actionable narratives for capital allocation and strategy
Communicate structured insights to senior executives for strategic decision-making
Detect value levers and financial red flags across portfolio companies
Apply VBS benchmarking framework to assess and compare company performance
Use investment logic (valuation, IRR, MOIC) to guide strategic actions
Collaborate with BI and Data teams to automate and scale reporting tools
Own financial governance, metric standardization, audit trails, and data quality
Contribute to budgeting, forecasting, and KPI alignment
Analyze trends and build dynamic benchmarks across business units
Support investor presentations, board materials, and executive reports
Mentor junior staff and support development of a best-in-class finance team
Requirements:
CPA and/or CFA designation (mandatory)
4–7 years’ experience in investment banking, private equity, Big Four (FDD, TS, M&A), or corporate finance
Bachelor’s degree in Finance, Accounting, or related field
Deep knowledge of valuation, investment modeling, and corporate finance
Strong communication and presentation skills, executive presence
High intellectual curiosity, ownership mindset, and business judgment
Strong Excel modeling skills
Strong attention to detail and ability to synthesize large data sets
Nice to have:
Power BI, Snowflake, NetSuite, or Salesforce is an asset
Familiarity with Tableau, Alteryx, Snowflake, and other data tools
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