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 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 Responsibility
Cash 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
Qualifications
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
Ideal Candidate
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
