Financial Controller

Tag Software Group is looking for an experienced and dynamic Financial Controller 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:

The successful Financial Controller will coordinate and manage period-end close, budgeting and forecasting, statutory audits, and oversee all financial aspects of a fast-growing business unit within Tag Software Group while ensuring accurate financial reporting and analysis for a portfolio of acquired companies. Additionally, the Financial Controller will lead projects impacting accounting processes and provide guidance on complex accounting matters.

Key Responsibilities:

• Prepare and present monthly, quarterly, and annual financial statements and reports.
• Develop, manage, and update forecasts (monthly, quarterly, and annual) and track key financial KPIs.
• Monitor and analyze performance strategies to identify improvement opportunities, ensuring execution to meet and exceed financial targets.
• Drive the financial planning of the company by analyzing the performance and risks of the portfolio by applying the KPI framework.
• Ensure a positive cash flow for the portfolio by monitoring financial health and liquidity.
• Organize and oversee statutory audits, ensuring timely filings and compliance.
• Develop strategies to improve return on investment (ROI) and profitability.
• Ensure compliance with all tax and regulatory requirements and maintain effective financial internal controls.
• Monitor the financial health of the company and ensure positive cash flow.
• Partner with the corporate finance department to ensure alignment on broader financial strategies and objectives.
• Maintain high-level interaction with the corporate finance department.
• Lead financial onboarding and integration of newly acquired businesses.

• Execute ERP implementations, account mapping, and reporting alignment.

• Prepare purchase price allocations and opening balance sheet accounting.

Requirements:
• At least a Bachelor’s degree or above in Accounting or Finance, CPA highly preferred.
• At least 5+ years of professional experience in an accounting or finance role.
• Proven ability to manage risks through efficient internal controls while maintaining operational flexibility.
• Strong understanding of financial processes, with the ability to navigate and resolve conflicting goals of diverse stakeholders.
• Fast learner and adaptable skillset, with the ability to meet strict deadlines in a fast-paced start-up environment.
• Ability to manage risks by ensuring that effective and efficient internal controls are in place without compromising operational efficiency and flexibility.
• Experience with Oracle NetSuite ERP (or similar systems) is an asset.
• Prior experience managing a finance team is advantageous.

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.

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

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