About the role
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:
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Finance
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Operations
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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
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Build and maintain forecasting models across revenue, margin, and cash flow
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Analyze business performance and identify key trends, risks, and opportunities
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Support budgeting and long-range planning
Business Performance & Decision Support
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Develop operational and financial dashboards
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Partner with leaders to understand drivers behind:
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revenue
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margin
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churn
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implementation performance
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customer profitability
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Conduct scenario analysis and investment modeling
Strategic Projects
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Support pricing, resource allocation, and cost optimization initiatives
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Help evaluate AI and automation opportunities from a financial ROI perspective
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Assist with acquisition analysis and integration planning where needed
Reporting & Communication
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Prepare concise executive-level analyses and recommendations
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Translate financial insights into operational actions
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Improve visibility and accountability across teams
What We’re Looking For
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3–7 years experience in:
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FP&A
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Strategic finance
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Consulting
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Accounting/financial background
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Strong financial modeling and analytical skills
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Excellent Excel capability
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Strong business intuition and curiosity
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Comfortable operating in ambiguity and fast-moving environments
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Strong communication skills and ability to influence non-financial stakeholders
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Bias toward action and problem solving
Nice to Have
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SaaS or recurring revenue business experience
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Experience with BI tools (Power BI, Tableau, Looker)
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SQL or lightweight data skills
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AI-native workflow/tool familiarity
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Exposure to M&A or operational transformation
What Success Looks Like
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Leadership has significantly better visibility into business performance
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Faster and higher-quality decision making
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Earlier identification of operational issues and risks
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Improved forecasting accuracy
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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.