Financial Controller (Portfolio)

As a Financial Controller (Portfolio) at Valsoft, your main responsibilities will include managing the financial integration of newly acquired companies, overseeing budgeting and forecasting, preparing financial statements, and leading a talented finance team. You'll also play a critical role in enhancing cash flow management and optimizing financial processes to support the growth of our diverse portfolio.

To apply for the Financial Controller (Portfolio) position at Valsoft, candidates should have at least 7 years of experience in finance roles, with a minimum of 3 years in team management. A CPA qualification is essential, along with strong knowledge of financial regulations, excellent analytical skills, and proficiency in financial software and tools, especially ERP systems.

Valsoft is committed to the professional development of its employees, including Financial Controllers. We offer various training opportunities, mentorship from experienced leaders, and access to financial management resources. Valsoft encourages team members to acquire new skills and stay updated with industry best practices to foster their growth within the company.

At Valsoft, the financial integration process for new acquisitions is meticulously planned. As a Financial Controller (Portfolio), you will lead activities like ERP system implementation and account mapping, ensure compliance with our reporting requirements, and monitor the success of integration through a structured reporting cadence, ultimately ensuring a smooth transition for our new portfolio companies.

As a Financial Controller (Portfolio) at Valsoft, you will be part of a cohesive and collaborative finance team with global members. Team dynamics include frequent communication, shared goals of driving portfolio growth, and a culture of continuous improvement, which fosters a supportive environment where everyone's contributions are valued.

When discussing your management style, emphasize your ability to nurture a team's skills and encourage open communication. Share examples of how you empower team members by assigning responsibilities while offering guidance and support to ensure they meet operational demands and maintain high standards.

In answering this question, explain your systematic approach to financial forecasting and budgeting. Discuss how you gather relevant data, analyze performance trends, and involve your team in the process for accurate projections. Highlight your commitment to aligning forecasts with overall financial objectives.

Provide a specific example that illustrates your role in a successful financial integration. Focus on the steps you took, such as implementing ERP systems, aligning accounting practices, and mentoring new team members, while ensuring positive outcomes for both the acquired company and Valsoft.

Discuss your strategies for monitoring and optimizing cash flow, including practices like managing accounts receivable efficiently, negotiating with vendors, and implementing budgeting techniques that ensure liquidity for operational demands. Use examples to illustrate successful implementations in past roles.

Share your methods for keeping abreast of financial regulations, such as subscribing to industry publications, attending professional workshops, and engaging in ongoing education programs. Highlight how this knowledge has helped you ensure compliance and strategic financial planning in previous roles.

Mention your experience with various financial management tools and ERP systems. Discuss how proficiently you use them to streamline operations, improve reporting accuracy, and enhance overall financial efficiency. Emphasize your adaptability to new technologies as well.

Explain your approach to prioritizing financial tasks, emphasizing your ability to assess urgency and importance. Talk about utilizing project management techniques or tools to keep track of deadlines, objectives, and ensuring team collaboration for successful multi-project management.

Provide an example of a challenging financial period, detailing your leadership role and the strategies you employed to guide your team through it. Highlight your communication skills and ability to motivate team members while remaining focused on achieving financial goals.

Discuss the procedures you put in place to maintain financial accuracy, including thorough data validation processes, regular audits, and fostering a culture of accountability within your team. Highlight your attention to detail and how it directly contributes to the integrity of financial statements.

Outline your proactive approach to implementing operational improvements, discussing how you identify gaps and opportunities, conduct assessments, and encourage team participation in refining processes. Share successful initiatives you led that positively impacted financial operations.