Finance Director - Fluent Software Group

About the position Fluent Software Group is one of Valsoft's operating groups—a global leader in acquiring and operating vertical market software businesses. We focus on specialized industries where deep expertise creates lasting value. We provide a permanent home for founders and their teams, ensuring companies continue to thrive while gaining access to resources, technology, and operational playbooks that accelerate sustainable growth. We're looking for an experienced Portfolio Finance Director to join the Fluent team and take ownership of financial operations across a portfolio of acquired software companies. Reporting to the Group Head of Finance, you'll lead period-end close, budgeting and forecasting, statutory compliance, and financial reporting for multiple businesses simultaneously. You'll also play a central role in business integrations—helping newly acquired companies adopt Fluent's financial best practices from Day 1. This is a high-impact, high-autonomy role for someone who thrives at the intersection of strategic thinking and hands-on execution. Note: This role is fully remote across North America unless candidates are based in Montreal or Toronto. We work from our local offices on a hybrid basis.

Responsibilities

• Monitor and analyze portfolio performance; identify opportunities and build action plans to exceed financial targets.
• Lead financial planning by analyzing performance and portfolio risks through KPI frameworks.
• Prepare monthly and quarterly business reviews with results, remediation plans, and strategic recommendations.
• Build and manage monthly, quarterly, and annual forecasts; maintain KPI tracking.
• Monitor financial health and ensure positive cash flow across portfolio companies.
• Develop strategies to improve ROI and profitability.
• Maintain strong relationships with corporate finance and participate in acquisition and divestiture processes.
• Serve as the finance lead for newly acquired companies; apply Fluent Finance best practices across the portfolio.
• Own the monthly financial close process for portfolio companies.
• Prepare accurate and timely monthly, quarterly, and annual financial reports.
• Oversee accounting tasks including tax, compliance, and audit support.
• Build processes that ensure compliance with corporate policies and reporting requirements.
• Manage differences between consolidation policies and statutory reporting.
• Ensure strong internal controls; continuously evaluate and optimize policies and procedures.
• Lead annual statutory audits and support corporate audits; ensure timely completion of all filings.
• Set targets and supervise accounting and finance personnel (Accounting, FP&A, AR, AP).
• Build and develop a high-performing finance team in a decentralized environment.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Train and coach team members to ensure they have the knowledge and tools to succeed.
• Support NetSuite rollout; ensure data integrity and conduct system assessments.
• Identify automation opportunities and direct system improvements.
• Lead ERP implementations, account mapping, reporting rollouts, and governance standards for new acquisitions.
• Develop and execute financial integration and onboarding plans.
• Prepare purchase price allocations and ensure accuracy of opening balance sheets.
• Calculate and monitor deferred acquisition payments; create first bottom-up forecasts with newly acquired businesses.
• Apply the Fluent KPI management framework across all integrations.

Requirements

• CPA designation with a Bachelor's degree (or higher) in Accounting, Finance, Economics, or a related field.
• 10+ years of experience in a similar role, including 3+ years of team management.
• Strong understanding of internal controls and the ability to balance efficiency with compliance.
• Experience supporting business integrations; ability to navigate conflicting stakeholder needs.
• Fast learner with strong time-management skills and proven ability to meet deadlines.
• Working knowledge of Oracle NetSuite or a similar ERP.
• Strong process-improvement and systems-thinking capabilities.
• Excellent organizational, verbal, and written communication skills.
• Advanced MS Excel skills; fluent in English (written and spoken).

Nice-to-haves

• Experience in a decentralized finance environment.
• Background in vertical market software or M&A.
• Exposure to buy-and-hold investment models.
• Prior involvement in global statutory audits and financial consolidations.

Benefits

• Health
• dental
• vision
• PTO
• employee events
• team-building across our global network