Finance Business Partner
Valsoft Corporation • Canada
Posted: March 20, 2026
Job Description
Valsoft's TAG Software Group is looking for an experienced and dynamic Financial Business Partner to support our Companies in a remote or hybrid role.
About Tag Software Group
TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission-critical software companies serving SMB, enterprise, and public sector customers.
Founded as part of Valsoft Corporation, TAG provides a permanent home for software companies, we don’t buy to sell. Our focus is on long-term partnerships that protect your legacy, employees, and customers.
Our in-house team delivers an efficient, transparent, and seller-friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value-creation resources, and the extended ecosystem of our sister companies, including proprietary in-house technology including ValPay and Sadie AI helping your business reach the next level.
Culture
Tag Software Group is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble, and Stay Hungry.
POSITION DESCRIPTION:
As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses.
You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller – Portfolio. This portfolio has a global presence.
Key Responsibilities:
- Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records.
- Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management.
- Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making.
- Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives.
- Monitor Free Cash Flow : Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow.
- Improve Financial Processes: In collaboration with the Financial Controller – Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes.
- Support Operational Improvements : Collaborate with Managing Directors to assess and implement operational improvements.
- Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations.
- Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth.
Integration support:
- Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards.
- Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy.
Manage transition financial risk:
- At Acquisition: Identify discrepancies between acquired company accounting policies and Valsoft corporate policies, with the Finance Controller – Portfolio remediate discrepancies and implement go-forward reporting processes.
- Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business.
- Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting .
REQUIRED/MINIMUM QUALIFICATIONS:
- Qualifications: A qualified financial accountant (CPA) with a solid track record of results driven accomplishments.
- Experience: 3+ years of experience in a similar role and having managed at a minimum one ERP integration.
- Knowledge strong of financial regulations and standards and advanced knowledge of Excel.
- Skills: Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams. Exceptional communication and interpersonal skills.
- Technical Proficiency: Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel.
- Language: Fluent in both French and English, both written and verbal is considered an asset.
- Environment: Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Additional Content
Valsoft's TAG Software Group is looking for an experienced and dynamic Financial Business Partner to support our Companies in a remote or hybrid role.
About Tag Software Group
TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission-critical software companies serving SMB, enterprise, and public sector customers.
Founded as part of Valsoft Corporation, TAG provides a permanent home for software companies, we don’t buy to sell. Our focus is on long-term partnerships that protect your legacy, employees, and customers.
Our in-house team delivers an efficient, transparent, and seller-friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value-creation resources, and the extended ecosystem of our sister companies, including proprietary in-house technology including ValPay and Sadie AI helping your business reach the next level.
Culture
Tag Software Group is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble, and Stay Hungry.
POSITION DESCRIPTION:
As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses.
You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller – Portfolio. This portfolio has a global presence.
Key Responsibilities:
- Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records.
- Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management.
- Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making.
- Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives.
- Monitor Free Cash Flow : Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow.
- Improve Financial Processes: In collaboration with the Financial Controller – Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes.
- Support Operational Improvements : Collaborate with Managing Directors to assess and implement operational improvements.
- Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations.
- Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth.
Integration support:
- Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards.
- Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy.
Manage transition financial risk:
- At Acquisition: Identify discrepancies between acquired company accounting policies and Valsoft corporate policies, with the Finance Controller – Portfolio remediate discrepancies and implement go-forward reporting processes.
- Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business.
- Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting .
REQUIRED/MINIMUM QUALIFICATIONS:
- Qualifications: A qualified financial accountant (CPA) with a solid track record of results driven accomplishments.
- Experience: 3+ years of experience in a similar role and having managed at a minimum one ERP integration.
- Knowledge strong of financial regulations and standards and advanced knowledge of Excel.
- Skills: Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams. Exceptional communication and interpersonal skills.
- Technical Proficiency: Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel.
- Language: Fluent in both French and English, both written and verbal is considered an asset.
- Environment: Ability to work in a fast-paced, dynamic environment and manage multiple priorities.