Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.
We are growing our team in Toronto, San Francisco, and New York. Apply below.
Beacon Software is hiring a Senior Treasury Analyst to build and manage the company’s treasury function across a multi-entity software portfolio. This role will provide critical visibility and control over the company’s cash management, intercompany flows, and liquidity position. You’ll work closely with the Director of Finance and collaborate with Accounting and Operating teams to ensure effective cash operations, and treasury reporting.
This is a foundational role that will help establish Beacon’s treasury policies, reporting cadence, and tooling infrastructure as the company scales its acquisition footprint.
Location: Toronto, ON
Working Arrangements: Hybrid (In-office 3-4 days / week)
Scope of ResponsibilityCash Management & Visibility
- Maintain real-time visibility into all bank accounts across the Beacon portfolio
- Track daily cash positions, fund availability, and support short-term liquidity planning
- Coordinate and execute scheduled cash sweeps from portfolio entities, maintaining visibility over timing, thresholds, and reconciliation
- Assist with forecasting and planning around working capital and cash conversion cycles
Banking & Treasury Operations
- Manage bank relationships and coordinate account openings, closures, and KYC documentation
- Standardize signatory management and documentation across entities
- Assist with bank platform setup, user access controls, and wire approvals
- Monitor transaction activity and support fraud prevention practices
Intercompany & Funding Flows
- Track and reconcile intercompany loan activity and working capital movements
- Support capital planning and internal funding allocations to portfolio companies
- Help develop and maintain documentation for IC transactions and related controls
Treasury Infrastructure & Controls
- Support implementation of treasury management tools (e.g., Trovata, Kyriba, or similar)
- Build and maintain scalable documentation and standard operating procedures
- Partner with Accounting to improve treasury-related close processes and reconciliations
New Entity & Treasury Operations Onboarding
- Coordinate bank account creation and onboarding for newly acquired entities
- Set up treasury operations (sweep logic, controls, bank access) for new companies entering the Beacon portfolio
- Maintain up-to-date documentation of all banking platforms, users, and signatories
- Oversee credit card program across portfolio, including card issuance, policy tracking, and reconciliation coordination
- 2–4 years of experience in treasury, finance operations, or accounting
- Strong Excel/Google Sheets skills; experience with treasury platforms is a plus
- Familiarity with multi-entity banking structures and intercompany mechanics
- Experience in high-growth or acquisition-driven environments preferred
- Detail-oriented and systems-minded, with strong communication and organizational skills
- Has helped manage or build treasury infrastructure from scratch
- Thrives in structured, repeatable processes and documentation
- Comfortable working across banks, lenders, accounting teams, and leadership
- Proactive and highly organized, with a strong sense of ownership and urgency
Our Values at Beacon Software
- Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time.
- Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant.
- Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected.
- Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.
Top Skills
What We Do
Beacon is the permanent home for Main Street software and services supporting the real economy. We buy, build, and grow exceptional vertical software businesses, preserving their legacy while expanding the scale of their founders’ ambitions.
Our model is different. Unlike private equity, we don’t buy to flip. We hold forever, investing in product, customers, and teams for the long term. Founders who join Beacon gain more than capital: they access in-house engineering, AI, design, and fintech expertise, as well as a network spanning Silicon Valley, Wall Street, and Main Street.
We simplify the back office, accelerate growth with proven playbooks, and give founders the freedom to focus on what they do best: building great software for their markets.
Every company under the Beacon umbrella remains independent, with its own brand and customers, but benefits from shared resources and immediate value creation. Our approach has already helped portfolio companies win major RFPs, modernize technology stacks, and expand market share.
Beacon was founded by experienced operators and investors from companies like D1 Capital, Instacart, Sequoia Capital, and Databricks who believe ambitious software deserves a forever home. Our success is measured founder by founder, company by company, and we’re just getting started.
