Strategic Finance Architect for Portfolio Growth

Beaconholdings; San Francisco (CA); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Equity opportunity

IPO exposure

Speaker Series access

Job summary

Beacon Software is seeking an entrepreneurial Strategic Finance professional to partner with portfolio companies on growth and value creation. You will help shape capital allocation, debt strategy, and IPO readiness while building AI-native finance systems across a diversified software portfolio.

You will work closely with the CEO, CTO, M&A Directors, and portfolio GMs, translating operator insights into rigorous financial decisions and scalable platforms.

Qualifications

• Post-undergrad experience in strategy consulting, PE, or related finance roles.
• Strong academic record from a competitive institution.
• Investor mindset and operator instinct.
• Experience building financial models and value creation plans.
• Ability to communicate with senior stakeholders.
• Familiarity with vertical market software a plus.

Responsibilities

• Partner with portfolio company leaders as the financial decision engine across Beacon’s holdings.
• Translate product, AI, and operator intuition into investment decisions and capital allocation.
• Build value creation plans, budgets, targets, and day‑to‑day capital decisions.
• Lead debt strategy and position Beacon for future equity raises and potential IPO.
• Build AI‑native finance systems and dashboards for portfolio scalability.

Skills

Strategy consulting

Private equity

Finance roles

Analytical toolkit

M&A

Education

Business degree

Finance degree

Economics degree

Job description

Beacon Software is seeking an entrepreneurial Strategic Finance professional to partner with portfolio companies on growth and value creation. You will help shape capital allocation, debt strategy, and IPO readiness while building AI-native finance systems across a diversified software portfolio.

You will work closely with the CEO, CTO, M&A Directors, and portfolio GMs, translating operator insights into rigorous financial decisions and scalable platforms.