Strategic Finance Director

About the role

This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a very significant growth trajectory. Beacon Software is making its first hire on the Strategic Finance team. This is a role where investing turns into building. The individual will report to Beacon’s VP, Strategic Finance and work closely with Beacon’s CEO, CTO, M&A Directors, industry pod leaders, and the General Managers of Beacon’s portfolio companies.

Responsibilities

• Finance partner to acquired companies
  Partner with industry sector leaders and portfolio company General Managers as the financial decision-making engine across Beacon’s portfolio companies.
  Translate product, AI, and operator intuition into investment decisions: pricing changes, sales hires, direct marketing investments, engineering allocation, and tuck-in M&A.

• Build value creation plans, set budgets and targets, and make the day-to-day capital decisions that drive growth across companies.

• Beacon capital allocation
  Help own platform-level capital allocation: organic platform investment vs. inorganic M&A, platform-level acquisitions vs. tuck-ins, debt vs. equity at the corporate level.
  Build the analytical rigor behind Beacon’s platform-level bets, ensuring capital is deployed where returns are most asymmetric.

• Strategy extension beyond core software M&A
  Own thesis through acquisition through ownership for new strategy extensions, starting with software-plus-services vertical integration in end markets where Beacon already owns software.
  Partner with the M&A team for execution while driving the strategy, the diligence, and the post-close build.

• Capital markets
  Lead Beacon’s debt strategy, support future equity raises, and prepare Beacon for an eventual IPO.
  Build best-in-class debt and equity investor relations and position Beacon as an institutional-grade capital allocator.

• Build AI-native finance systems
  Partner with Beacon’s CTO and engineering leadership on the company-wide tools that scale across the portfolio, including BeaconOS and AI-native financial systems.
  Build the systems, dashboards, and decision frameworks that let sector leaders and GMs self-serve the financial answers they need, allowing the finance function to scale non-linearly with the portfolio.

Qualifications

• 3-8 years of post-undergrad experience in strategy consulting, private equity, or other finance roles (e.g., investment banking, growth equity, corporate development, or strategic finance).

• Strong academic record from a competitive institution with a degree in Business, Finance, Economics, or a related quantitative field.

• Investor mindset, analytical toolkit, and operator instinct: equally comfortable building a model and being in the room with a product leader or GM helping them make the call.

• Expertise in building financial models, value creation plans, and analytical frameworks for capital allocation decisions.

• Strong ability to synthesize complex systems and communicate clearly to senior stakeholders.

• Familiarity with vertical market software, buy-and-build models, and the operating dynamics of small-to-mid-sized software businesses is a plus.

• Excellent interpersonal and communication skills, with the ability to interact effectively with founders, CEOs, GMs, board members, and investors.

• Ability to translate high-level objectives into actionable work plans and to manage multiple priorities simultaneously.

• High attention to detail combined with the ability to zoom out and see the bigger picture.

• Demonstrated high agency: comfort building the playbook, not just running it.

• Curiosity and willingness to use AI tools heavily as part of the day-to-day workflow.

What You Will Get From Beacon

• A first-team seat on a small, high-leverage Strategic Finance group at the center of Beacon’s platform, with the opportunity to shape the playbook from day one.

• Direct exposure to M&A, capital markets, AI-native systems, and IPO-grade operations.

• Network and learn from leading public and private equity investors who are Beacon LPs, including the founders of Stripe, DoorDash, and Ramp.

• Attend exclusive Beacon Speaker Series fireside chats with legendary venture capital, private equity, and hedge fund investors as well as eminent technology leaders.

• Work directly with Silicon Valley product and engineering teams on portfolio value creation and platform technology investments.

• Compounding equity in a company structured as a permanent capital vehicle, with no pressure to exit.

• A clear line of sight from your work to enterprise value creation across dozens of operating companies.

• A unique work environment that combines a high-growth technology startup with a long-term buy-and-hold investment platform.

Minimum Expectations

• Highly motivated with a strong work ethic.

• Ability to manage multiple projects and deliverables simultaneously, with different timelines.

• Descriptors of Personas That Succeed At Beacon: High agency, Impatient with actions, patient with results, Play for front of the jersey, Intellectually curious, Perpetual learner, Low bureaucracy, Systems thinker, Optimistic, Commercial, Ambitious.