Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential.

We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations.

We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy.

About The Role

We are seeking a highly analytical and detail-oriented Senior Finance Manager to join our growing private equity-backed software platform. This role will support a portfolio of multiple SaaS businesses and serve as a key partner to the Director of Finance and CFO in delivering financial reporting, strategic analysis and insights, M A support, board lender reporting and enterprise-wide planning initiatives. This position is ideal for a finance professional who thrives in a fast-paced environment, enjoys solving complex business problems, and can quickly translate data into actionable insights.

The successful candidate will combine strong financial acumen and analytical skills, business judgment, experience utilizing AI, and the ability to work across multiple operating companies. And the ideal candidate will accel in identifying and communicating key business trends, opportunities and challenges to a range of internal and external stakeholders.

Key Responsibilities

Corporate Reporting Consolidation Lead monthly, quarterly, and annual consolidation of financial results across multiple business units and divisions. Analyze operating performance, recurring revenue metrics, profitability trends, and key SaaS performance indicators and deliver insights to internal and external stakeholders, leveraging AI where applicable. Support monthly close review processes and variance analysis.

Develop executive-level reporting packages for senior leadership and private equity stakeholders. Board Lender Reporting Prepare quarterly Board of Directors reporting packages, including financial performance, KPI analysis, and strategic insights. Prepare recurring lender reporting packages, covenant calculations and supporting analyses.

Partner with executive leadership to deliver clear, concise financial narratives for stakeholders. Strategic Finance Executive Support Partner directly with the CFO and Director of Finance on strategic projects and ad hoc analyses. Build and maintain sophisticated financial models supporting forecasting, scenario planning, cash flow analysis, and investment decisions.

Conduct sensitivity analyses and provide recommendations to support executive decision-making. Assist with annual budgeting, forecasting, and long-range planning processes. M A and Integration Support Partner with M A team to evaluate acquisition opportunities through financial analysis and model development.

Review quality of earnings reports and diligence materials to understand opportunities and identify potential financial and reporting risks. Support post-acquisition integration planning and performance tracking. Systems Process Improvement Improve reporting automation and financial processes across the organization, leveraging AI to increase efficiency while delivering insights to the business.

Partner with accounting, operations, and business leaders to enhance data quality and reporting accuracy. Support system enhancements and integrations involving NetSuite, Adaptive Planning, and other financial systems.