Senior Financial Analyst

Posted 6 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
90K-100K Annually
Senior level
Software
The Role
Lead financial reporting and analysis for portfolio software companies, preparing US GAAP statements, board reporting, budgets, KPIs, and ad hoc analyses. Ensure accuracy of accounting work, support M&A integrations, document SOPs, and provide financial guidance to operating teams.
Summary Generated by Built In

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

About the Role

This is an exciting and entrepreneurial opportunity to join a fast-paced software consolidator with a very significant growth trajectory. The Senior Financial Analyst will report to the Finance Manager or designate, and will focus on partnering with operating and finance colleagues to support growing high-quality software businesses owned by Banyan Software.

This position is ideal for an individual with the interest and aptitude to be involved in all aspects of finance operations — including revenue recognition, accounts payables and expenses, cash management, financial reporting and analysis, and systems. The finance group also plays a "value added" role by leveraging financial and other data to drive shareholder value.

The Role
  • Prepare timely and accurate US GAAP financial statements, board reporting, budgets, and KPIs of operating companies to drive growth and smart decision-making.
  • 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 operational performance of operating companies through analysis of budget-to-actuals, operational revenue and expense analysis, and insights that further facilitate decision making.
  • Support the operational / financial integration of acquisitions and implement financial initiatives contemplated in M&A business cases.
  • Development of ad hoc reports.
  • Document Standard Operating Procedures (SOPs) to promote best practices and efficiency across the portfolio.
  • Provide financial advice and guidance to business as requested.
Qualifications for Success
  • Minimum of 3 years of experience in a finance/accounting role.
  • University degree in business, accounting, or finance preferred.
  • Accounting designation or working towards a designation preferred.
  • Solid working knowledge of accounting principles and practices.
  • Experience with NetSuite is an asset.
  • Excellent attention to detail and ability to manage multiple priorities.
  • Highly motivated and energetic with interest in entrepreneurship, software, and finance.

Compensation Range - 90000 - 100000 CAD and Bonus

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.

Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.

Recruitment Notice
Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. 

Protect yourself by following these steps:

  • Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
  • Remember, employers will never request payment or banking information during the hiring process.
  • If you receive a suspicious message, do not respond — instead, forward it to [email protected] and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.

Skills Required

  • Minimum of 3 years of experience in a finance/accounting role.
  • University degree in business, accounting, or finance.
  • Accounting designation or working towards a designation.
  • Solid working knowledge of accounting principles and practices (US GAAP).
  • Experience with NetSuite.
  • Excellent attention to detail and ability to manage multiple priorities.
  • Highly motivated with interest in entrepreneurship, software, and finance.
  • Ability to prepare timely and accurate financial statements, board reporting, budgets, and KPIs.

Banyan Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Banyan Software and has not been reviewed or approved by Banyan Software.

  • Healthcare Strength Health coverage includes comprehensive medical, dental, and vision, with indications of an established U.S. carrier relationship. This points to mainstream plan depth and reliable access to core care.
  • Parental & Family Support Paid parental leave is explicitly provided for new parents. This offers dedicated time and support during family transitions.
  • Wellbeing & Lifestyle Benefits Programs include a Learning & Development fund, two annual volunteer days, and an employee relief program for unexpected hardships. These elements extend support beyond base pay into growth, community, and resilience.

Banyan Software Insights

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The Company
HQ: Atlanta, GA
118 Employees
Year Founded: 2016

What We Do

Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future. We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 750 employees throughout the US, Canada, UK, Europe, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com What We Look For: - Great enterprise software businesses that have dominant positions in niche markets - We work with owners who are thinking about an exit today or further down the road - We are flexible and can be creative when we find a business that is a good fit - The businesses in the Banyan family all share a similar profile: - Annual revenues in excess of $2M-$30M - A high percentage of recurring revenue - Positive operating margins and cash flow - High customer retention and satisfaction - Happy and committed employees

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