Finance Consultant

Employment Type: Contract (3 months)

Location: Fully Remote

Rate: $150-180/hr

Industry: SaaS / GovTech Software

Position Type: New Role

About the Opportunity

Our client, a private equity–backed government-focused software company, is seeking an experienced Finance Consultant to support their finance function through a period of rapid change and integration. Reporting directly to the Interim CFO (with close exposure to the incoming CFO), you will be the senior hands-on resource driving critical reporting, budgeting, and forecasting projects while relieving pressure on a lean, overstretched finance team.

You’ll work across multiple entities and systems (QuickBooks, NetSuite, Excel, Salesforce) to build and streamline consolidated reporting for a very engaged PE sponsor and executive team. This opportunity is ideal for a consultant who enjoys rolling up their sleeves in high-intensity, post-transaction environments—fixing models, tightening month-end processes, and getting usable information into the hands of decision-makers quickly. You’ll be joining a committed group that includes a long-tenured Director of Finance and capable but junior analysts and accountants, and you’ll have an immediate, visible impact from day one.

Key Responsibilities

• Act as a senior, hands-on resource to the Interim CFO, taking ownership of priority finance projects and deliverables.
• Enhance and rebuild existing Excel-based budget and forecast models to be more efficient, reliable, and user-friendly.
• Break down the board-approved corporate budget into detailed departmental budgets for each executive function (e.g., Sales, HR, Product/Development), including allocations and assumptions.
• Develop and maintain monthly budget vs. actual reporting packages at both corporate and departmental levels, including variance analysis to support review meetings with executives.
• Support the creation, refinement, and partial automation of the monthly “data pack” for the board and PE sponsor, ensuring consistency, accuracy, and timeliness.
• Assist in accelerating and stabilizing the monthly close process across multiple entities (Cleargov on QuickBooks and Gravity on NetSuite), focusing on streamlining key activities.
• Identify and implement process and Excel automation opportunities within month-end, revenue recognition, and reporting workflows to free up capacity for the internal team.
• Work with existing finance team members (Director of Finance, Financial Analyst, Senior Staff Accountant) to rework, document, and standardize models and procedures.
• Support ad hoc financial analysis and reporting requests from the PE firm and senior leadership, including scenario analysis and data pulls.
• Contribute to US GAAP compliance efforts, including project work around ASC 606, specifically aligning commission capitalization/amortization practices across entities.
• Pull and reconcile data from key systems (e.g., Salesforce, NetSuite, QuickBooks) into consolidated Excel models for analysis and reporting.
• Prepare and maintain project lists, priorities, and timelines for finance process improvements as agreed with the Interim CFO.
• Provide input and transition support to the incoming permanent VP Finance / CFO, ensuring continuity of models, files, and documentation.

What You Bring

• Proven experience as a senior Finance Consultant, Director-level FP&A professional, or equivalent, with a strong track record in project-based work in high-pressure environments.
• Significant hands-on experience in budgeting, forecasting, and management reporting, preferably in multi-entity or post-acquisition settings.
• Advanced Excel skills, including comfort with complex models, pivot tables, data structuring, and practical automation/efficiency enhancements.
• Strong background in month-end close support and financial reporting, with the ability to diagnose bottlenecks and recommend pragmatic process improvements.
• Experience in SaaS and/or technology businesses with recurring revenue and services components, and solid understanding of relevant KPIs and drivers.
• Working knowledge of US GAAP, including practical exposure to ASC 606 (revenue recognition) and related commission capitalization/amortization considerations.
• Experience working with ERP and source systems such as NetSuite, QuickBooks, and Salesforce, and integrating data from multiple systems into Excel-based reporting.
• Demonstrated success supporting or interacting with private equity sponsors and responding to frequent, time-sensitive information requests.
• Comfort operating in a lean, under-resourced finance function where priorities shift and deliverables must be met under tight deadlines.
• Hands-on, “roll up your sleeves” mindset—willing and able to perform tasks at all levels (from detailed journal-level work and payroll-related entries to executive-ready analysis).
• Excellent analytical skills with strong attention to detail and accuracy in a fast-paced environment.
• Ability to work independently in a fully remote setting while maintaining clear communication and alignment with the Interim CFO and finance team.

Next Steps

We do appreciate all interest; however, only those selected for an interview will be contacted.

Clarity Recruitment is an equal opportunity employer committed to fostering an inclusive and accessible recruitment process and workplace. If you require accommodation, please let us know in advance and we will work with you to meet your needs.

Please note: We use AI-assisted tools for notetaking during the screening process.

About Clarity Recruitment

Clarity is an executive search and recruitment firm specializing in Finance & Accounting talent across Canada - from accountants to CFOs. Additionally, Clarity partners with organizations to hire exceptional talent in HR, Operations, and IT, helping build the teams that power business success. Our process is designed to minimize risk, maximize alignment, and move quickly. With dedicated practices in Executive Search, Full-Time Search, and Project & Interim Consulting, we help organizations grow with confidence. Visit findingclarity.ca to learn more!

JOB ID # 3575519