At a Glance
- Tasks: Partner with portfolio companies to drive financial decisions and growth strategies.
- Company: Join Beacon Software, a tech company transforming overlooked industries.
- Benefits: Competitive salary, equity opportunities, and access to industry leaders.
- Other info: Dynamic team culture focused on collaboration and positive impact.
- Why this job: Shape the future of finance in a fast-paced, innovative environment.
- Qualifications: 3-8 years in finance roles; strong analytical and communication skills required.
The predicted salary is between 148500 - 181500 $ per year.
About Beacon Software: Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind. We acquire, operate, and grow vertical market software companies. They are niche, founder-built businesses serving industries that are often overlooked and too profitable to ignore. Our model is simple: we seek out founders who have built their business by spending years understanding their market and prioritizing their customers' specific needs. We buy great businesses, invest in their continued growth, and hold them permanently, accelerating that growth with an AI-native platform built specifically for vertical market software.
Role and Mission: This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a very significant growth trajectory. Beacon Software is making its first hire on the Strategic Finance team. This is a role where investing turns into building. The individual will report to Beacon’s VP, Strategic Finance and work closely with Beacon’s CEO, CTO, M&A Directors, industry pod leaders, and the General Managers of Beacon’s portfolio companies. The Strategic Finance team’s mandate spans the financial decisions that shape Beacon: partnering with portfolio companies on growth and value creation, building AI-native systems that let functions scale non-linearly with the portfolio, owning Beacon’s capital allocation across organic and inorganic strategies, leading new strategy extensions beyond core software M&A, and building Beacon’s capital markets capability.
What You'll Do:
- Finance partner to acquired companies: Partner with industry sector leaders and portfolio company General Managers as the financial decision-making engine across Beacon’s portfolio companies.
- Translate product, AI, and operator intuition into investment decisions: pricing changes, sales hires, direct marketing investments, engineering allocation, and tuck-in M&A.
- Build value creation plans, set budgets and targets, and make the day-to-day capital decisions that drive growth across companies.
- Help own platform-level capital allocation: organic platform investment vs. inorganic M&A, platform-level acquisitions vs. tuck-ins, debt vs. equity at the corporate level.
- Build the analytical rigor behind Beacon’s platform-level bets, ensuring capital is deployed where returns are most asymmetric.
- Own thesis through acquisition through ownership for new strategy extensions, starting with software-plus-services vertical integration in end markets where Beacon already owns software.
- Partner with the M&A team for execution while driving the strategy, the diligence, and the post-close build.
- Lead Beacon’s debt strategy, support future equity raises, and prepare Beacon for an eventual IPO.
- Build best-in-class debt and equity investor relations and position Beacon as an institutional-grade capital allocator.
- Partner with Beacon’s CTO and engineering leadership on the company-wide tools that scale across the portfolio, including BeaconOS and AI-native financial systems.
- Build the systems, dashboards, and decision frameworks that let sector leaders and GMs self-serve the financial answers they need, allowing the finance function to scale non-linearly with the portfolio.
Qualifications:
- 3-8 years of post-undergrad experience in strategy consulting, private equity, or other finance roles (e.g., investment banking, growth equity, corporate development, or strategic finance).
- Strong academic record from a competitive institution with a degree in Business, Finance, Economics, or a related quantitative field.
- Investor mindset, analytical toolkit, and operator instinct: equally comfortable building a model and being in the room with a product leader or GM helping them make the call.
- Expertise in building financial models, value creation plans, and analytical frameworks for capital allocation decisions.
- Strong ability to synthesize complex systems and communicate clearly to senior stakeholders.
- Familiarity with vertical market software, buy-and-build models, and the operating dynamics of small-to-mid-sized software businesses is a plus.
- Excellent interpersonal and communication skills, with the ability to interact effectively with founders, CEOs, GMs, board members, and investors.
- Ability to translate high-level objectives into actionable work plans and to manage multiple priorities simultaneously.
- High attention to detail combined with the ability to zoom out and see the bigger picture.
- Demonstrated high agency: comfort building the playbook, not just running it.
- Curiosity and willingness to use AI tools heavily as part of the day-to-day workflow.
- Conducts all interactions with a high level of integrity and trust.
What You Will Get From Beacon:
- A first-team seat on a small, high-leverage Strategic Finance group at the center of Beacon’s platform, with the opportunity to shape the playbook from day one.
- Direct exposure to M&A, capital markets, AI-native systems, and IPO-grade operations.
- Network and learn from leading public and private equity investors who are Beacon LPs, including the founders of Stripe, DoorDash, and Ramp.
- Attend exclusive Beacon Speaker Series fireside chats with legendary venture capital, private equity, and hedge fund investors as well as eminent technology leaders.
- Work directly with Silicon Valley product and engineering teams on portfolio value creation and platform technology investments.
- Compounding equity in a company structured as a permanent capital vehicle, with no pressure to exit.
- A clear line of sight from your work to enterprise value creation across dozens of operating companies.
- A unique work environment that combines a high-growth technology startup with a long-term buy-and-hold investment platform.
Strategic Finance Director in Toronto employer: Beaconholdings
Beacon is an exceptional employer that fosters a collaborative and innovative work culture, where technology entrepreneurs and operators are dedicated to supporting niche software companies. Employees benefit from meaningful growth opportunities, working closely with small engineering teams to drive impactful changes in their products. Located in Toronto, Ontario, Beacon offers a dynamic environment that values humility, honesty, and a hunger for excellence, making it an ideal place for those looking to make a significant difference in the everyday economy.