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 business 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.
Senior FP&A Analyst
Beacon Software is looking for a Senior FP&A Analyst to own and maintain the financial operating model across our portfolio of companies. This role is both strategic and execution-oriented — you’ll be responsible for the accuracy, structure, and usability of our group-wide financial model, which underpins decision-making for the executive team, board, and operating partners.
You will oversee monthly updates and reporting, help ensure clean and consistent revenue and cost categorization, and drive improvements in how the model is maintained and presented. You will also help lead the implementation and ongoing use of an FP&A platform (we are evaluating Abacum, Runway, and Drivetrain). This role will report directly to the Director of Finance and will work closely with Accounting, M&A, and Portfolio leaders.
This is a foundational hire for the finance team, with visibility across all operating companies and significant exposure to leadership.
Location: Toronto, ON
Working Arrangements: Hybrid (In-office 3-4 days / week)
Scope of Responsibility
Model Ownership & Maintenance
Maintain and evolve Beacon’s consolidated operating model, ensuring each portfolio company is accurately and consistently represented
Structure revenue by type (e.g., recurring vs. one-time, product vs. services) and ensure alignment with actual bookings data and accounting classifications
Partner with Accounting to capture department-level detail (e.g., payroll by function) even where not directly reflected in the GL
Build and maintain flexible assumptions that support scenario modeling, margin analysis, and long-range planning
Budgeting & Performance Reporting
Drive monthly updates to the model with actuals, ensuring completeness and accuracy across entities
Own the monthly budget vs. actuals process, with clear presentation of key variances and business drivers
Support the creation of dashboards and slides for internal leadership, board reporting, and operating partner reviews
Track and refine key financial KPIs and unit economics across the group
FP&A Tooling & Process Automation
Lead the implementation and configuration of Beacon’s first FP&A tool (evaluating Abacum, Runway, and Drivetrain)
Integrate data feeds from systems like QuickBooks, Xero, NetSuite, and HRIS platforms into the financial model environment
Support the development of scalable processes for forecasting, reforecasting, and data validation
Strategic Finance Support
Collaborate with the M&A and integration teams to onboard new acquisitions into the model structure
Partner with BizOps to ensure key operational drivers are reflected and forecasted appropriately
Provide modeling support for strategic initiatives, pricing changes, and org planning
KPI’s
Build and maintain weekly/monthly dashboards that track key metrics across functions and portfolio companies
Support leadership with the development of recurring KPI reporting packages for board meetings, executive reviews, and internal updates
Source, clean, and validate data from different systems (e.g., QuickBooks, CRM tools, spreadsheets, and operational databases)
Qualifications
Bachelor’s degree in Accounting or Finance; CPA or equivalent preferred.
3–5+ years of experience in FP&A, strategic finance, investment banking, or finance roles in SaaS / software
Advanced Excel/Google Sheets skills; experience with Abacum, Runway, Drivetrain, or similar FP&A software strongly preferred
Experience working in or around multi-entity, roll-up, or portfolio-style organizations
Familiarity with SaaS financial metrics (ARR, gross margin,, etc.)
Excellent attention to detail, high standards for data cleanliness, and a strong systems mindset
Comfortable presenting financial insights to executives and cross-functional partners
Ideal Candidate
Has owned a full financial model or budget process across a portfolio or business unit
Led or participated in an FP&A software implementation
Enjoys the balance of strategic finance work and operational detail
Operates with urgency, structure, and a low-ego approach to collaboration
