Lead financial reporting, ARR and SaaS metric analysis, forecasting, consolidation, and operational analytics for the Industrials Division. Drive financial models, support M&A integration, improve reporting processes, and partner with leadership for strategic decision-making and executive reporting.
Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential.
We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy.
About the Role
We are seeking a highly analytical and detail-oriented Senior Finance Manager to join our growing private equity-backed software platform. This role will support a portfolio of multiple SaaS businesses and serve as a key partner to the Director of Finance and CFO in delivering financial reporting, strategic analysis and insights, M&A support, board & lender reporting and enterprise-wide planning initiatives.
This position is ideal for a finance professional who thrives in a fast-paced environment, enjoys solving complex business problems, and can quickly translate data into actionable insights. The successful candidate will combine strong financial acumen and analytical skills, business judgment, experience utilizing AI, and the ability to work across multiple operating companies. And the ideal candidate will accel in identifying and communicating key business trends, opportunities and challenges to a range of internal and external stakeholders.
Key Responsibilities
Corporate Reporting & Consolidation
- Lead monthly, quarterly, and annual consolidation of financial results across multiple business units and divisions.
- Analyze operating performance, recurring revenue metrics, profitability trends, and key SaaS performance indicators and deliver insights to internal and external stakeholders, leveraging AI where applicable.
- Support monthly close review processes and variance analysis.
- Develop executive-level reporting packages for senior leadership and private equity stakeholders.
Board & Lender Reporting
- Prepare quarterly Board of Directors reporting packages, including financial performance, KPI analysis, and strategic insights.
- Prepare recurring lender reporting packages, covenant calculations and supporting analyses.
- Partner with executive leadership to deliver clear, concise financial narratives for stakeholders.
Strategic Finance & Executive Support
- Partner directly with the CFO and Director of Finance on strategic projects and ad hoc analyses.
- Build and maintain sophisticated financial models supporting forecasting, scenario planning, cash flow analysis, and investment decisions.
- Conduct sensitivity analyses and provide recommendations to support executive decision-making.
- Assist with annual budgeting, forecasting, and long-range planning processes.
M&A and Integration Support
- Partner with M&A team to evaluate acquisition opportunities through financial analysis and model development.
- Review quality of earnings reports and diligence materials to understand opportunities and identify potential financial and reporting risks.
- Support post-acquisition integration planning and performance tracking.
Systems & Process Improvement
- Improve reporting automation and financial processes across the organization, leveraging AI to increase efficiency while delivering insights to the business.
- Partner with accounting, operations, and business leaders to enhance data quality and reporting accuracy.
- Support system enhancements and integrations involving NetSuite, Adaptive Planning, and other financial systems.
- Drive continuous improvement initiatives that increase efficiency and scalability.
Competencies
- Financial Analysis & Strategic Insight – Ability to analyze complex financial and operational data, identify key business drivers, and translate findings into actionable recommendations.
- Financial Modeling & Forecasting – Advanced capability in building and maintaining financial models, forecasts, scenario analyses, cash flow projections, and long-range plans.
- SaaS & Recurring Revenue Acumen – Strong understanding of SaaS economics, recurring revenue models, profitability drivers, and key performance metrics.
- Executive & Stakeholder Communication – Ability to distill complex financial information into clear, concise narratives and presentations for executives, boards, lenders, and private equity stakeholders.
- M&A Financial Analysis – Experience evaluating acquisition opportunities, reviewing diligence and quality of earnings materials, identifying financial risks and opportunities, and supporting post-acquisition integration.
- AI, Systems & Process Optimization – Ability to leverage AI, automation, and financial systems to improve FP&A workflows, reporting accuracy, efficiency, and scalability.
- Business Partnership & Influence – Strong ability to partner across Finance, Accounting, M&A, Operations, and business leadership to drive alignment and informed decision-making.
- Analytical Rigor & Attention to Detail – Demonstrates exceptional accuracy, organization, and judgment while managing complex analyses and recurring reporting under tight deadlines.
- Ownership & Execution – Proactive and accountable, with the ability to independently manage competing priorities and deliver high-quality work in a fast-paced, multi-business environment.
Qualifications
Required Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 7+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or related roles.
- Experience supporting multiple business units, divisions, or portfolio companies.
- Prior experience within SaaS, software, or recurring revenue business models.
- Experience preparing executive, board, and lender reporting packages and delivering strong insights (written and verbal) to internal and external stakeholders.
- Examples of utilizing AI to drive efficiency into FP&A workflows and deliver value-added insights to the business.
Technical Skills
- Advanced Microsoft Excel skills required.
- Expert-level financial modeling capabilities.
- Strong understanding of three-statement financial models, SaaS metrics, forecasting, and scenario analysis.
- Experience with Adaptive Planning (Workday Adaptive Planning).
- Experience with NetSuite ERP.
- Strong proficiency with PowerPoint and financial presentation development.
Preferred Qualifications
- Experience within a private equity-backed organization.
- Experience supporting debt covenant reporting and lender relationships.
- CPA, CFA, MBA, or equivalent advanced financial credential.
- Experience with business intelligence and data visualization tools.
Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies.
Why Join Us?At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
- Health and Wellness:
- Comprehensive Health Coverage: Coverage begins on your first day of employment.
- Retirement Savings:
- 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- Paid Time Off:
- Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life.
- Parental Leave:
- 12 weeks paid leave for all employees.
- Remote Work Support:
- Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely.
- Holidays:
- Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.
Join us and be part of a company that values your contributions and well-being from day one!
EEOC & ADA Statement:Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws.Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources.This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Final candidate must be able to pass a background check.To view applicant notices required under federal and state law, please visit: https://cordance.co/applicant-notices/Similar Jobs
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