Finance Business Partner

Tag Software Group is looking for an experienced and dynamic Finance Business Partner to join our team.

About Tag Software Group:

TAG Software Group is a team of experienced investors and operators dedicated to acquiring, enhancing, and growing mission-critical software companies serving SMB, enterprise, and public sector customers.

Founded as part of Valsoft Corporation, TAG provides a permanent home for software companies, we don’t buy to sell. Our focus is on long-term partnerships that protect your legacy, employees, and customers.

Our in-house team delivers an efficient, transparent, and seller-friendly process, ensuring speed and certainty of close. Once part of TAG, your company gains access to proven best practices, dedicated value-creation resources, and the extended ecosystem of our sister companies, including proprietary in-house technology including ValPay and Sadie AI helping your business reach the next level.

Culture:

Tag Software Group is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble, and Stay Hungry.

Position Description:

As a Finance Business Partner you will be responsible for overseeing all financial operations, including budgeting, forecasting, financial planning, and analysis of the Companies within your group. You will also play a key role in the financial integration of newly acquired businesses. You will be part of a portfolio with a team of Finance Business Partners each with their own group. You will be reporting to the Finance Controller – Portfolio. This portfolio has a global presence.

Key Responsibilities:

• Responsible for Financial Functions and Daily Accounting Operations: Manage accounts payable, accounts receivable, and general ledger activities to ensure accurate and timely financial transactions and records
• Collaborate the Portfolio Finance Team: Work closely with the Financial Controller to recruit, train, and develop the accounting team, ensuring high standards in financial management
• Prepare and Present Financial Statements: Generate monthly financial reports, analyse data, and provide ad hoc financial insights to support informed decision-making
• Prepare and Analyze Financial Statements: Generate financial statements such as balance sheets, income statements, and cash flow statements to ensure accurate financial reporting
• Maintain and Reconcile General Ledger Accounts: Perform monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance
• Manage Accounts Payable and Receivable Processes: Oversee the processing of accounts payable and receivable, ensuring timely and accurate payments and collections
• Develop Budgets and Forecasts: In collaboration with the group’s Managing Director, develop and maintain financial budgets and forecasts, providing insights and ensuring alignment with corporate objectives
• Monitor Free Cash Flow : Manage cash flow to ensure liquidity, optimize the cash cycle, and enhance free cash-flow
• Improve Financial Processes: In collaboration with the Financial Controller – Portfolio, conduct assessments, identify gaps and opportunities for automation, make recommendations, and assist in implementing changes to improve financial systems and processes
• Support Operational Improvements : Collaborate with Managing Directors to assess and implement operational improvements
• Ensure Tax Compliance: Assist in tax optimization reviews; manage tax filing processes, handle audits, and ensure compliance with all relevant accounting and tax regulations
• Maintain Financial Controls: Implement and uphold internal financial controls that secure our growth

Integration support:

• Financial Integration: Assist in financial integration activities, including ERP system implementation, account mapping, and rollout of reporting requirements and governance standards
• Monitor Integration Success: Deploy the monthly reporting cadence, reviewing deliverables for data integrity, quality, and accuracy

Manage transition financial risk:

• At Acquisition: Identify discrepancies between acquired company accounting policies and Tag's corporate policies, with the Finance Controller – Portfolio remediate discrepancies and implement go-forward reporting processes
• Post-Acquisition Support: Support the forecasting of the first-year bottoms-up forecast in partnership with the acquired business
• Acquisition Accounting: Assist in preparing the purchase price allocations and ensure completeness and accuracy of opening balance sheet accounting

Requirements:
Required/Minimum Qualifications:

• A qualified financial accountant (CPA) with a solid track record of results driven accomplishments
• 3+ years of experience in a similar role and having managed at a minimum one ERP integration
• Knowledge strong of financial regulations and standards and advanced knowledge of Excel
• Excellent analytical, strategic thinking, and problem-solving skills. Proven ability to manage and develop high-performing teams
• Exceptional communication and interpersonal skills
• Proficiency in financial software and tools, including ERP systems. Advanced knowledge of MS Excel
• Fluent in English, both written and verbal
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities

Benefits:
• Competitive salary and benefits package
• Professional Development & Training Reimbursement Program
• Flexible paid time off
• High-Growth Environment – Work in a fast-scaling portfolio with constant learning opportunities
• Collaborative Culture – Work with dynamic, forward-thinking professionals who value curiosity and innovation
• AI & Tech-Driven Mindset – Be at the forefront of finance automation and innovation
• Global Exposure – Engage with businesses across North America, Europe, and beyond

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