Strategic Financial Analyst

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.