Portfolio Finance Manager

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

*Contracted as Finance Manager*

Job Profile:

This is an exciting and entrepreneurial opportunity to join a fast-paced software consolidator with a very
significant growth trajectory. This role will report to Banyan’s VP Finance based in London. The position is
ideal for an individual seeking a leadership role that combines their technical finance and accounting
acumen with business operations. As a Finance Manager for the UK and Europe region, they will lead the
accounting, treasury, FP&A, reporting, and finance systems responsibilities related to a portfolio of small
high-quality software businesses owned by Banyan. They will also assist in the integration of new
acquisitions. This group aims to play a “value added” role by partnering with senior operators and leveraging
data to drive insights and shareholder value.

Responsibilities:

• Lead the Finance function for a portfolio of companies with support from a team of internal
  and offshore finance resources
• Contribute to the day-to-day accounting work of the portfolio, including but not limited to
  setting up customer contracts, ensuring correct oversight and supervision as it pertains to
  booking expenses and accruals, treasury and banking needs
• Assist in the preparation of timely and accurate GAAP financial statements, board reporting,
  budgets, and KPIs of operating companies
• Perform quality assurance on finance and accounting work product (e.g., reviewing GL
  postings for accuracy, monitoring revenue recognition, refining variance explanations in
  reporting, etc.)
• Contribute to the performance of operating companies through analysis of budget-to-actuals,
  revenue and expense analysis, and insights that further facilitate decision-making
• Lead the operational / financial integration of acquisitions and implement financial initiatives
  identified during the M&A process
• Lead finance process improvement projects that drive efficiency and best-practices within our
  operating companies.
• Document Standard Operating Procedures (SOPs) to promote best practices and efficiency
  across the portfolio
• Other ad-hoc tasks that may arise from time-to-time

Qualifications for success:

• Proven experience in a finance/accounting role
• Recognised professional accounting designation (CPA, CA, ACA, ACCA, CIMA, FCA, FCCA).
• Experience with U.S. GAAP and software is an asset
• Fluency in English, with business level fluency (spoken and written) in another European language
• Self starter who is happy to work in a hybrid environment
• Proven ability to lead teams, implement change, and drive process improvement
• Ability to delegate, and coordinate various tasks & projects with our offshore team
• Advanced written and verbal communication skills with the ability to converse with senior business executives
• Experience integrating acquisitions, implementing system transitions, or designing financial processes is an asset
• Experience with Oracle NetSuite is an asset.
• Strong analytical and problem-solving skills with a high detail orientation
• Highly motivated and energetic with interest in entrepreneurship, software, and finance

Location + Travel

• The role will be based from our office in the City of London and we are looking for candidates who are happy working in a hybrid pattern being in the office 2+ days per week, to include at least a Tuesday and/or Thursday.
• Extensive travel is not expected in this role, but there may be a need to travel to our other European entities or our global HQ in Toronto, Canada a couple of times a year.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.