Your newpany
A fast-paced Calgary based group ofpanies seeks someone to focus on financial planning and analysis as a Financial Analyst for a single family office and supporting the director of Finance and portfolio manager.
Your new role
Update of the financial forecasts for the existing investments in Canada and overseas
- Build, maintain and manage financial models for public and private investments with the director of Finance
- Must be able to manage and maintain a research universe of coverage and database of portfoliopanies
- Conduct supervised due diligence and portfolio monitoring under a Portfolio Manager and director of Finance
- Assist the CFO in his duties of developing financial reports for the Principals and Fund Manager
- Monthly valuation of private investments for NAV calculation
- Reconciliation of the financial statements between various direct and indirect subsidiaries
- Consolidation of the financial statements for the renewable holdingpany
- Financial analysis of potential investments / acquisitions
- Monitoring the financial markets daily, as part of a portfolio management team
- Executing trades in the public and private markets for the portfolio management team
- Generating market reports for the portfolio management investment team
- Assisting the VP Finance
CFO with annual audits and capital raising discussions
- Additional finance related assignments as required
- Expected to be able to work full capital market hours, from an office setting at minimum from 7am to 5 : 30 PM MST, and may be expected to work later as necessary depending on deadlines and deliverables for trades or project deadlines
What you'll need to succeed
- Undergraduate degree in business / accounting / finance
- CFA designation or equivalent, or demonstrated intention to obtain CFA designation.
- At least 5 years of financial planning and analysis experience
- Strong understanding of IFRS
- Professional and self-motivated
- Able to work in a team environment or independently as required
- Excellent MS Office skills
- Ability to prioritize job functions under stressful circumstances
- Willing to work in / relocate to Calgary, Alberta, Canada
What you'll get in return
You will have an exciting and dynamic career path at a successful and growingpany
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