Job Description

Strategic Financial Analyst

(Full-Time | Reports to Managing Director)

About the Role

Valsoft is looking for a highly analytical, business-oriented Strategic Finance Manager to help leadership better understand, operate, and scale the one of their software businesses.

This role sits at the intersection of:

• Finance

• Operations

• Strategy

You will work directly with leadership to improve visibility into business performance, identify opportunities and risks, and support strategic decision-making.

This is not a traditional accounting role.

We are looking for someone who wants to deeply understand how a software business operates and help drive smarter, faster decisions across the organization.

What You’ll Do

Financial Planning & Analysis

• Build and maintain forecasting models across revenue, margin, and cash flow

• Analyze business performance and identify key trends, risks, and opportunities

• Support budgeting and long-range planning

Business Performance & Decision Support

• Develop operational and financial dashboards

• Partner with leaders to understand drivers behind:

• revenue

• margin

• churn

• implementation performance

• customer profitability

• Conduct scenario analysis and investment modeling

Strategic Projects

• Support pricing, resource allocation, and cost optimization initiatives

• Help evaluate AI and automation opportunities from a financial ROI perspective

• Assist with acquisition analysis and integration planning where needed

Reporting & Communication

• Prepare concise executive-level analyses and recommendations

• Translate financial insights into operational actions

• Improve visibility and accountability across teams

What We’re Looking For

• 3–7 years experience in:

• FP&A

• Strategic finance

• Consulting

• Accounting/financial background

• Strong financial modeling and analytical skills

• Excellent Excel capability

• Strong business intuition and curiosity

• Comfortable operating in ambiguity and fast-moving environments

• Strong communication skills and ability to influence non-financial stakeholders

• Bias toward action and problem solving

Nice to Have

• SaaS or recurring revenue business experience

• Experience with BI tools (Power BI, Tableau, Looker)

• SQL or lightweight data skills

• AI-native workflow/tool familiarity

• Exposure to M&A or operational transformation

What Success Looks Like

• Leadership has significantly better visibility into business performance

• Faster and higher-quality decision making

• Earlier identification of operational issues and risks

• Improved forecasting accuracy

• Clearer linkage between operational metrics and financial outcomes

Why Join

Our businesses are entering a major transformation phase as we evolve into more AI-native, automation-driven organizations.

This role offers the opportunity to work directly with senior leadership and help shape how the business operates during a critical period of growth and change.

We are looking for someone who wants to think like a business owner, not just a finance professional.