Analyst – Portfolio Operations

Cpanewbrunswick; Saint John; On-site; CAD 60,000 - 90,000; Full time

Job summary

Ocean Capital Holdings Limited is seeking an Analyst – Portfolio Operations in Saint John, NB. The role reports to the FP&A Manager and offers analytical depth, financial insight, and operational support for strategic decision making across the organization.

The successful candidate will prepare consolidated forecasts, perform in-depth financial analysis with benchmarking, and contribute to reporting, compliance, governance, and stakeholder relations.

Qualifications

• CPA designation with 3-5 years post-designation experience.
• At least 5 years of business operations experience with financial analysis and reporting.
• Strong analytical, research, and communication skills; Proactive and organized.

Responsibilities

• 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.
• Support merger and acquisition activities, including research, LOI, and due diligence.

Skills

CPA designation

Financial analysis

Forecasting

Education

University degree in Business/Finance

Tools

Oracle EPM

Job description

Ocean Capital Holdings Limited
55 Union St #710
Saint John, NB E2L 5B7
Canada

Ocean Capital Holdings Limited is a privately held company with interests in a number of businesses, including broadcasting, construction, energy services, and real estate. With a passion for winning and a focus on excellence, we empower our people and businesses to build stronger communities.

Ocean Capital has an immediate opening for an Analyst – Portfolio Operations at our Saint John office location. Reporting to the Financial Planning and Analysis Manager, this role provides the analytical depth, financial insight, and operational support required to inform strategic decision making across the organization. This role will be responsible for preparing consolidated forecasts, conducting in-depth financial analysis with benchmarking, and contributing to key reporting and compliance activities. It will also support the evaluation of potential mergers and acquisitions, including involvement in research, financial modelling, and due diligence activities.

This role offers significant opportunities for continued career development, cross-functional collaboration, and exposure to high-impact projects. It also provides a strong platform for long-term career growth within the organization, through exposure in financial reporting, compliance, governance, and stakeholder relations.

Responsibilities

Roles and Responsibilities will include:

• 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

Requirements

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.