Job Title: Chief Financial Officer (CFO) - Strategic Finance & Capital Markets
Company: Solen Software Group
Location: Multiple (Salt Lake City, New York or Toronto)
Employment Type: Full-time
About Solen Software Group
Solen Software Group is an i
nvestment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its niche. Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions.
Solen is backed by a group of advisors and investors who have built software businesses of material scale (10–100M in ARR) and have advised many more. We are at the beginning of a decades-long journey, and every decision we make reflects that long time horizon.
About The Role
We are
seeking a strategic Chief Financial Officer to serve as a true capital markets and deal-making partner to our CEO, Alex Spencer.
This is not a traditional operational CFO role — Solen already has a strong finance team led by our Group Head of Finance, Cassie Wang, that handles the day-to-day: accounting, FP&A, reporting, and operational finance.
The CFO we are looking for is a seasoned capital markets and corporate development executive. You will sit at the center of how Solen grows: structuring and executing debt and equity raises, leading negotiations, driving capital allocation decisions across the portfolio, managing investor and lender relationships, and supporting restructuring efforts when needed. You will work hand-in-hand with Alex on every major financial decision and transaction the company undertakes.
This is a high-trust, high-visibility role for someone who thrives at the intersection of strategy and execution — a dealmaker who is equally comfortable in a boardroom and at the negotiating table.
About You
At Solen, it is Day 1 of a journey that will last decades. You are not looking for a steady-state finance leadership role.
You are a builder, a dealmaker, and a strategic operator who wants to help shape how a growing software holding company allocates capital, structures its balance sheet, and tells its story to investors.
You Bring
- A proven track record of raising capital — equity, debt, or both — in growth or acquisition-oriented environments.
- Deep familiarity with capital markets and financing structures, including leveraged buyouts, revolving credit facilities, seller financing, earn-outs, and alternative/non-dilutive instruments.
- Experience negotiating directly with lenders, investors, sellers, and counterparties — and a reputation for getting deals across the finish line.
- A strong sense for capital allocation in a portfolio context: where to invest, when to return capital, and how to balance risk and return across multiple business units.
- Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes.
- An ability to translate complex financial strategy into clear, compelling narratives for boards, investors, and partners.
- Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.).
Key Responsibilities
Capital Raising & Financing
- Lead all equity and debt capital raising efforts, from initial strategy through close.
- Identify, evaluate, and execute financing structures to support acquisitions and organic growth — including senior debt, subordinated debt, revolving facilities, 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.
- Build and maintain relationships with lenders, credit funds, family offices, and equity investors.
- Own debt covenant compliance and lender reporting obligations.
Investor Relations
- Serve as the primary point of contact for Solen's investor base — managing communications, reporting, and relationship-building.
- Lead the preparation and delivery of quarterly shareholder reports and equity-related disclosures.
- Own the equity management process, including tracking shares, options, warrants, and other equity instruments.
- Prepare materials and lead discussions for board meetings and investor updates.
Capital Allocation & Strategic Finance
- Partner with the CEO to set the capital allocation framework across the portfolio: organic reinvestment, bolt-on acquisitions, debt paydown, and distributions.
- Advise on investment decisions, return thresholds, and deal structures — providing clear financial perspective and recommendation.
- Provide financial modeling and scenario analysis to support strategic decisions at the corporate and portfolio level.
- Monitor portfolio performance against strategic and financial targets; identify risks and opportunities early.
Restructuring & Corporate Development
- Lead or support restructuring initiatives when needed — at the corporate level or within portfolio companies.
- Partner with the CEO and leadership team to evaluate strategic alternatives, including refinancings, divestitures, and recapitalizations.
- Identify early warning signals in portfolio companies and develop proactive remediation plans.
M&A Support
- Partner with the M&A team to evaluate and structure new acquisitions.
- Support post-acquisition financial integration in collaboration with our Finance team.
Governance & Oversight
- Ensure Solen maintains a strong governance framework: internal controls, audit readiness, regulatory compliance, and tax strategy.
- Serve as the primary liaison with external auditors, tax advisors, and legal counsel.
- Work in partnership with the Group Head of Finance to ensure financial reporting is accurate, timely, and insightful — without duplicating or undermining the existing finance function.
Key Requirements To Succeed
- 10+ years of experience in investment banking, private equity, corporate development, or a capital markets-focused CFO role.
- Demonstrated track record of successfully closing debt and/or equity financing transactions.
- Strong M&A deal experience, including structuring, negotiation, and diligence.
- Deep understanding of software / SaaS business models and recurring revenue dynamics.
- Experience with portfolio company structures and managing financial oversight across multiple P&Ls.
- Exceptional communicator — able to build credibility quickly with investors, lenders, boards, and operating teams.
- Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented.
- High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture.
Why Solen
- Direct impact: You will work side-by-side with the CEO on every major strategic and financial decision.
- A real platform: Solen is backed by experienced software operators and investors with the capital and conviction to build something lasting.
- Meaningful scope: A diversified portfolio across multiple software verticals, each with its own growth story.
- Day 1 energy: The tools, processes, and relationships you build here will shape the company for years to come.
- Long-term orientation: We are not optimizing for a near-term exit — we are building a durable, compounding business.
Solen-isms (How We Operate)
- Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away.
- Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward.
- Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems.
- Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best.
- Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance.
- Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy.
- Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress.
- Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules.
- Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate.
- Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding.
- Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility.
- Candor: We communicate with integrity, transparency, and respect in all conversations.
- Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems.
Equal Opportunity and Advancement Statement
Solen Software Group is a performance-oriented organisation that values career advancement, internal development, and transparent practices. We are an equal opportunity employer and are committed to creating an inclusive, welcoming environment for all team members.
We do not discriminate on the basis of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of these characteristics.
Recruitment Disclaimer
Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels.
Thank You
We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.
