Senior Financial Analyst
Founded in Montreal, Canada in 2015, Valsoft’s mission is to buy, enhance, and grow vertical market software companies. These companies provide mission-critical solutions in their respective niche industries. Our businesses serve 25+ industries, such as Hospitality, E-commerce, Manufacturing, Workforce Management, and Media & Broadcasting.
Aspire Software operates as the operating arm of Valsoft, with the goal of growing all our companies sustainably. Aspire’s approach is to provide the necessary resources, support, and expertise required to succeed long-term. This includes access to technology, human resources, best-practices sharing, and more.
So far, we have acquired over 90 companies and built a global team of more than 3,000 employees across 14+ countries. In early 2024, we secured $170 million in funding to accelerate our strategic growth initiatives. Additionally, in 2023, we were honored as one of the Best Workplaces in the Financial Services Industry by Great Place to Work®.
About the Role:
Looking for an CPA or CPA Candidate that is motivated to evolve their career in a fast-paced and high-growth environment. The selected candidate will be based in Montreal, working in a hybrid setting that combines remote work and in-office presence at our location in Saint-Laurent.
What You’ll Be Doing:
Financial Reporting:
- Preparation and review of financial statements, including income statements and balance sheets for each division.
- Ensure that all financial information is accurate, consistent, and compliant with accounting principles and relevant regulations.
- Participation in the completion of audit engagements and compliance requirements, including the IFRS transition.
Monthly Close:
- Month-end entries and allocations: Includes GL reconciliations, journal entry booking, and salary and department cost allocations.
- Accruals and provisions: Manage bonuses/commissions accruals and AFDA provisions for bad debts.
- Payroll and tax reporting: Prepare payroll reports and tax/transfer pricing entries.
- Financial reconciliations: Finalize monthly entries, reconcile balance sheet and bank accounts.
- P&L Analysis and FS Preparation: Analyze the Profit and Loss statement, and prepare Financial Statements (balance sheet, income statement, cash flow statement).
- MD result review and process improvements: Review results with controller insights, improve processes, and document financial procedures.
Financial Analysis:
- Conduct in-depth financial analysis, comparing actual performance against budgeted figures and providing variance analysis.
- Identify financial trends, opportunities, and potential risks, enabling management to make informed decisions to improve divisional performance.
Budgeting and Forecasting:
- Rolling/Active forecast preparation: Develop and maintain the annual budgeting process and regularly update forecasts.
- KPI Tracking: Collaborate with department heads to gather relevant data and assumptions.
Additional Tasks:
- Cash Flow reporting and analysis.
- MBR Deck preparation.
- Churn reporting.
- AR/AP oversight.
- Financial Integration.
- Tax/Annual filing.
- Accounting Position Papers.
About You:
- Bachelor’s degree in accounting or finance, CPA highly preferred.
- Minimum 4 years of professional experience in an accounting or finance role (experience in a Big 4 firm preferred).
- Knowledge of accounting principles (GAAP/IFRS).
- Proficiency in both written and verbal English is essential.
- You are passionate about Mergers and Acquisitions (M&A).
- You dream big and embrace visionary thinking and bold aspirations.
- You want to be part of a fast-paced, growing company with international exposure.
- You seek opportunities for growth within the Finance Department.
- You excel at managing multiple projects simultaneously and thrive on challenges.
- You value an environment where people are considered the greatest assets, and investing in them is a top priority.