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Finance Business Partner

MontrealOn-siteFull-time

AI Summary

A Finance Business Partner supports financial reporting, analysis, and controls across a portfolio of software businesses, coordinating monthly reviews, budgeting, treasury activities, and acquisition integration while overseeing a small accounting team.

About this role

Lighthouse Software Group (a Valsoft portfolio group) is looking for a Finance Business Partner to support financial reporting, analysis, and controls across our portfolio of software businesses. This role works closely with portfolio company finance teams, legal, and group leadership — spanning day-to-day reporting as well as finance integration work for newly acquired businesses. The FBP will report directly to the Financial Controller.

  • Prepare and coordinate Monthly Business Reviews across multiple portfolio companies, consolidating financial results and commentary for leadership.
  • Track and analyze revenue trends, including new customer revenue and churn, across portfolio businesses.
  • Support the annual budgeting and periodic forecasting processes across portfolio companies, reviewing submissions, challenging assumptions, and consolidating results for group leadership.
  • Monitor actual performance against budget and forecast, analyze key variances, and work with business unit finance teams to identify risks, opportunities, and corrective actions.
  • Oversee a small team responsible for bookkeeping and accounting activities across portfolio companies, reviewing work products for accuracy and completeness.
  • Review and approve journal entries, reconciliations, and supporting schedules prepared by accounting staff.
  • Perform accounting analysis for complex transactions and non-routine matters, providing guidance on appropriate accounting treatment and financial reporting implications.
  • Support external audit requests (e.g., responding to auditor questionnaires on revenue recognition and other technical matters) and liaise with external auditors as needed.
  • Support pre- and post-acquisition functions, including financial integration, purchase accounting and related tasks.
  • Support treasury management activities across the portfolio, including cash flow monitoring, liquidity planning, intercompany funding, and cash repatriation initiatives to ensure businesses maintain appropriate working capital and liquidity levels.
  • Assist with the development and execution of group treasury processes, including cash forecasting, banking administration, payment controls, and relationships with financial institutions.
  • Monitor portfolio company cash positions and forecasted cash requirements, identifying funding needs, excess cash opportunities, and potential liquidity risks, while providing recommendations to group leadership.
  • Act as the finance point of contact for portfolio company controllers and finance staff, chasing data, resolving discrepancies, and ensuring group reporting deadlines are met.
  • Maintain and streamline data collection templates/processes used across the portfolio.

Requirements

  • 3–5 years of experience in an accounting or finance role, ideally including exposure to multi-entity, M&A, or portfolio company environments.
  • CPA designation strongly preferred (in progress or completed).
  • Solid working knowledge of revenue recognition principles and general IFRS.
  • Experience supporting or coordinating external audits.
  • Proficiency in Excel; experience with ERP/accounting systems (e.g., NetSuite) is an asset.
  • Strong analytical skills with attention to detail - comfortable reconciling messy, legacy data (bank statements, AR ledgers, cash application) to find root causes.
  • Clear, professional written and verbal communication - able to liaise confidently with business unit leaders, auditors, legal counsel, and group finance.
  • Ability to manage multiple portfolio companies/stakeholders simultaneously and keep reporting cycles and deadlines on track.
  • Process-oriented mindset; able to spot inefficiencies and improve recurring workflows.
  • Proactive and ownership-driven - chases down answers rather than waiting to be asked twice.
  • Comfortable operating in a fast-paced, acquisitive environment with many moving parts, ambiguity, and shifting priorities.
  • Trustworthy with confidential and sensitive information.
  • Curious and detail-oriented, with the judgment to know when to escalate versus resolve independently.

Benefits

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and supportive work environment.

Skills

Budgeting And ForecastingCash Flow ForecastingERP SystemsExcelExternal AuditFinancial ReportingIFRSJournal EntriesNetSuitePurchase AccountingReconciliationsRevenue Recognition

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