About Fluent Software Group
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.
The Opportunity
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.
What You'll Own
Portfolio Management & Financial Planning
- 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.
Financial Reporting
- 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.
Team Leadership & Development
- 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.
Financial Systems & Integration
- 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.
Who You Are
- A strategic, analytical finance leader who thrives in a fast-paced, rapidly scaling environment.
- Someone who enjoys solving complex financial challenges, building processes, and leading teams.
- Adaptable and resourceful—able to balance long-term thinking with hands-on operational execution.
- Comfortable working across multiple businesses, each with unique needs and priorities.
What You Bring
- 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 Have
- 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.
Why Fluent?
- High Autonomy, High Impact: Influence financial outcomes across multiple companies and shape how finance operates at scale.
- Career Growth: Hands-on exposure to M&A, integration, and operational excellence within a rapidly expanding group.
- Culture of Learning: A genuine commitment to continuous improvement and professional development.
- Entrepreneurial Environment: Work alongside leaders across numerous industries—no two days alike.
- Comprehensive Benefits: Health, dental, vision, PTO, employee events, and team-building across our global network.
Join Us
At Valsoft and Fluent, we scale companies the right way—without losing their entrepreneurial edge. As our Portfolio Finance Director, you'll have impact from Day 1, working with a team that values both rigour and ambition.
If you're ready to build something meaningful across a portfolio of growing software businesses, we'd love to hear from you.
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