Location: Flexible / Remote
About Tera Software
Tera Software is an emerging holding company platform backed by Insight Partners and is focused on acquiring and scaling high quality vertical B2B software businesses. We are looking for a strategic and hands-on Head of Finance & Accounting to own the financial backbone of the company. This is an entrepreneurial role for a finance leader eager to build, operate, and scale within an early-stage environment.
This role is unique and ideal is for someone who:
· Thrives in zero-to-one environments where you build from scratch—not just optimize what’s already there.
· Wants to shape the operating model for a growing family of SaaS companies.
· Enjoys engaging across both strategy and execution—from boardroom to spreadsheet.
· Is comfortable working cross-functionally across acquisitions, FP&A, accounting, systems, and investor relations.
Key Responsibilities
At the Holding Company Level:
· Lead all finance, accounting, and FP&A activities for Tera Software—including financial strategy, capital allocation, internal reporting, and controls.
· Own the preparation and delivery of monthly, quarterly, and annual reports, including KPI dashboards, forecasting, and consolidated financials.
· Design and implement scalable financial systems and processes, including accounting infrastructure, internal dashboards, and real-time performance insights.
· Oversee cash management, budgeting, and fundraising support, with an eye toward capital efficiency and ROI.
· Serve as the lead financial partner to the CEO, investors, and board, providing actionable insights and strategic guidance.
· Leads of compliance and regulatory efforts related to the company’s business.
Across Portfolio Companies:
· Partner closely with CFOs and finance leads across acquired companies to align reporting timelines, accounting policies, and financial standards for seamless consolidation.
· Assess and analyze performance, identifying risks, inefficiencies, and opportunities within each business.
· Support M&A efforts, including due diligence, modeling, integration planning, and financial onboarding.
· Champion value creation initiatives, such as shared services, margin expansion, pricing optimization, or cost rationalization.
What Success Looks Like:
In the first 12 months, you will:
· Establish a repeatable monthly close and forecasting cadence across all entities.
· Create an integrated financial operating model and KPI framework for Tera and portfolio companies.
· Stand up financial systems and dashboards that enable real-time, portfolio-wide visibility.
· Help integrate new acquisitions into the platform and lead value creation planning.
· Act as a trusted partner to the CEO and board on financial strategy, M&A, and growth planning.
Required Experience
· Proven 5 to 10 years of leadership in finance, accounting, and FP&A at a holding company or multi-entity environment, preferably within SaaS or B2B software sectors.
· Demonstrated success in building financial systems, processes, and reporting frameworks from the ground up (zero-to-one experience).
· Experience designing and managing consolidated financial statements, KPI dashboards, forecasting, and internal controls.
· Hands-on expertise in cash management, budgeting, capital allocation, and fundraising support with a focus on capital efficiency and ROI
· Track record of serving as a strategic financial partner to executive leadership, investors, and boards.
· Knowledge of compliance and regulatory requirements relevant to software/holding companies.
· Experience working cross-functionally across acquisitions, M&A due diligence, financial modeling, integration, and onboarding.
· Ability to collaborate closely with CFOs or finance leads across portfolio companies to standardize reporting and financial policies.
· Strong analytical skills to assess business performance, identify risks, inefficiencies, and value creation opportunities (e.g., shared services, pricing, cost rationalization).
· Proven ability to implement scalable financial systems and real-time performance insights.
· Prior experience in building and integrating financial operating models and KPI frameworks across multiple entities.
· Comfortable in an entrepreneurial, fast-growing, early-stage environment requiring both strategic and hands-on execution.
