Analyst - Portfolio Operations

Responsibilities

will include:

Financial Reporting & Analysis:

• Prepare high-quality financial analyses, models, and insights
• Prepare and present consolidated forecasts and operating results for key stakeholders.
• Perform financial modeling, forecasting, and budgeting to support strategic initiatives and business planning.
• Generate reports and conduct financial analysis to assess business performance and identify key drivers.
• Analyze budget against actual results, presenting metrics and insights for decision-making.
• Contribute to board and management reporting, compliance, and governance.
• Collaborate on quarterly and year-end reporting to ensure accurate performance tracking.

Strategic Projects and Business Operations

• Develop and maintain industry benchmarking and research for financial and operational metrics.
• Conduct ongoing assessments of internal and external business environments to inform strategic decision-making.
• Analyze industry structures, competitive landscapes, and potential acquisition targets.
• Support the development and monitoring of operating business strategies and participate in consolidation project activities.
• Measure performance and conduct post-implementation analysis of business improvement initiatives.
• Develop and manage Standard Operating Procedures (SOPs), ensuring version control and consistency.
• Collaborate with operating businesses to streamline and systematize processes, driving efficiency and productivity.
• Support deal screening and opportunity evaluation activities.
• Conduct financial analysis as required and support the Letter of Intent (LOI) and M&A processes.
• Support due diligence activities and manage data rooms throughout the transaction process

Merger and Acquisition Support

• Support deal screening and opportunity evaluation activities.
• Conduct financial analysis as required and support the Letter of Intent (LOI) and M&A processes.
• Support due diligence activities and manage data rooms throughout the transaction process

Required Knowledge, Skills, Abilities, Education, and Experience:

• University degree in Business, Finance, Economics or related fields.
• CPA designation with 3-5 years of post-designation experience.
• At least 5 years of business operations experience in a comparable role or in position requiring financial analysis and reporting.
• Self-motivated and proactive in managing workload and pursuing professional development.
• Demonstrates strong problem-solving abilities, analytical thinking, and research skills with keen attention to detail.
• Excellent verbal and written communication, complemented by a strategic mindset and curiosity that goes beyond transactional tasks.
• Highly organized, with strong project management skills and able to manage multiple priorities in a dynamic, complex environment.
• Collaborative and team-oriented, skilled at building relationships across functions and organizations, and a quick learner who understands operating businesses and key drivers.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Experience with Oracle EPM is considered an asset.

If this opportunity resonates with you, we invite you to submit your resume. Join a team that thrives on collaboration, innovation, and community building.