Job Description

Position: Chief Financial Officer (CFO)
Location: Utah
Reports to: Chief Executive Officer
Employment Type: Full-Time

About Solen Software Group: Solen Software Group is an investment and operating company that acquires and operates proven software businesses that have significant growth potential in a variety of vertical markets, enabling them to be market leaders in their niche industry. Solen owns several software companies in various market spaces: Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions in a variety of industries. Solen is backed by a group of advisors and investors that have built software businesses of material scale (10-100M in ARR) and advised many.

About the role:  We are seeking a dynamic and results-oriented Chief Financial Officer (CFO) for our software growth-through-acquisition holding company. The ideal candidate will lead our equity and debt capitalization efforts, drive productivity improvements within the finance team, and ensure operational excellence across our portfolio companies. This individual will play a critical role in supporting M&A activities, enhancing strategic finance capabilities, and establishing a high-performing finance and accounting function.

About you:  At Solen, it is Day 1 of a journey that will last decades. This is an opportunity to be a crucial member of the Solen team–managing the mission-critical aspect of the business: You have prior experience in software businesses (especially B2B SaaS or vertical market software), demonstrate a strong knowledge of financial operations, and thrive in environments where the Finance core capabilities are still being built. You're scrappy, decisive, and thrive in lean settings— You understand how to provide oversight without over-engineering and how to scale finance intelligently without bloated systems. The role will report directly to Alex Spencer, the company's CEO, and will work closely with our Director of Finance Khanh Ngo.

Key Responsibilities:

Financial Strategy & Capital Allocation

• Develop and oversee the financial strategy to support growth (organic and M&A).
• Optimize capital allocation across the portfolio.
• Partner with the CEO and board and provide advice on investment decisions, debt structures, return thresholds, and negotiate on company's behalf.
• Prioritize internal reinvestment, bolt-on acquisitions, and dividend policy.
• Identify and execute financing strategies to support growth and acquisitions, including non-dilutive funding options, seller financing, structured earn-outs, revenue-based financing, government grants, and strategic partnerships.
• Leverage deep knowledge of capital markets and alternative funding sources to reduce cost of capital and maintain balance sheet flexibility, while aligning with the company's return expectations.
  

Financial Planning & Analysis (FP&A)

• Lead the forecasting, budgeting, and long-range planning processes across multiple business units.
• Track key performance indicators (KPIs) and unit economics at the company and portfolio level.
• Provide financial modeling and scenario analysis to guide strategic decisions.

Operational Finance 

• Implement scalable financial processes and systems across all portfolio companies.
• Drive standardization and automation (e.g., monthly and quarterly close, reporting packages, dashboards).
• Ensure cost control, margin optimization, and working capital efficiency.
• Work in close cooperation with Operations to ensure the portfolio companies are in a healthy financial situation by raise eventual problems and proposing potential solutions whenever applicable.

M&A and Post-Acquisition Integration

• Lead due diligence, valuation modeling, and risk analysis for new acquisitions.
• Work with business development teams to structure deals and assess ROI.
• Oversee post-acquisition financial integration, including reporting harmonization and synergies.

Governance, Reporting & Compliance

• Oversee the preparation and delivery of timely, accurate, and insightful financial and management reports for both internal stakeholders (executive leadership, board of directors) and external parties (investors, lenders, regulators).
• Establish and maintain a strong internal control environment to safeguard assets, ensure data integrity, and support audit readiness.
• Ensure full compliance with applicable financial regulations, tax laws, corporate governance standards, and industry-specific requirements (e.g., GAAP, IFRS, SOX, local jurisdictions).
• Lead the coordination of annual external audits, tax filings, and regulatory reviews, ensuring smooth interactions and timely resolution of any issues.
• Serve as the primary liaison with external auditors, tax advisors, legal counsel, and other compliance-related stakeholders, fostering transparent and proactive relationships.
• Develop and enforce policies and procedures that promote financial accountability, risk mitigation, and ethical conduct across the organization
  
• Responsible for the process of tracking and managing a company's equity ownership, including the number and types of shares, as well as other equity-related instruments like stock options and warrants, while owning the quarterly shareholder report process and issuance.
• Overseeing the organization's tax obligations, ensuring accurate and timely filing of tax returns, and managing potential tax risks. This includes developing and implementing tax strategies, staying current on tax laws, and managing tax audits or disputes. The CFO also ensures financial reporting accurately reflects tax liabilities and works with external advisors to optimize tax positions.

Portfolio Support & Performance Management

• Act as a strategic partner to portfolio company leadership.
• Help set and monitor financial goals and KPIs for each operating company.
• Provide hands-on support in pricing strategies, customer profitability, cost optimization, and financial turnaround.

Team Leadership

• Build and mentor high-performing finance teams at both corporate and portfolio levels. 
• Foster a culture of ownership, data-driven decision-making, and continuous improvement.

About you:

• Strong M&A execution and integration experience ;
• Comfortable managing multiple small P&Ls and decentralized structures ;
• Deep understanding of SaaS/recurring revenue models;
• Able to balance financial discipline with entrepreneurial agility;
• Exceptional communicator who can translate data into strategy;
• Strong Capital Markets expertise.
  

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