Senior Financial Analyst

Simon Group Holdings; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A private equity firm in Halifax is seeking a Senior Financial Analyst to provide financial insight and strategic support to the VP Finance. This role involves developing financial models, conducting analyses for corporate development, and preparing financial reports. The ideal candidate should have a bachelor’s degree in finance or accounting, CFA or CBV preferred, and strong financial modelling skills. Candidates must be self-motivated and adaptable to a dynamic environment, with excellent communication abilities.

Benefits

Comprehensive Group Benefits

Group RRSP program

Qualifications

• Bachelor’s degree in a relevant field; CFA or CBV preferred.
• Strong financial modelling and valuation skills with proficiency in Excel.
• Proven ability to develop thorough financial analyses and communication skills.

Responsibilities

• Develop and maintain comprehensive financial models for portfolio performance.
• Conduct thorough financial analysis for corporate development initiatives.
• Prepare financial reports to summarize investment performance.

Skills

Financial modelling

Valuation skills

Analytical skills

Communication skills

Education

Bachelor's degree in finance, accounting, or economics

CFA or CBV

Tools

Excel

Job description

Company Overview: Simon Group Holdings (“SGH”) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. SGH has diverse business interests including energy supply & marketing, oilfield services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate, technology incubation, aerospace and defense, and insurance solutions.

The Senior Financial Analyst will play a key role in providing financial insight, analysis, and strategic support to the VP Finance & Corporate Development for a multi-generational family office. This individual will help drive informed decision-making across investment management, corporate development, and broader family enterprise activities. The role blends traditional financial analysis with strategic thinking and operational support in a dynamic, values-driven environment.

Primary Responsibilities

• Develop and maintain comprehensive 3-statement financial models supporting portfolio performance, liquidity management, and long-term capital structure planning.
• Conduct thorough financial analysis and modelling for corporate development initiatives, including evaluations of private investments, M&A opportunities, and new business ventures.
• Prepare financial reports and dashboards to summarize investment performance, balance sheet trends and cash flow projections for portfolio company investments.
• Evaluate capital expenditure requests using financial metrics such as Internal Rate of Return (IRR), Return on Net Assets (RONA).
• Assist with the preparation of board decks and presentation materials for family governance meetings, board presentations, and meetings with external advisors.
• Monitor market trends, economic indicators, and competitor data to inform strategic decisions.
• Collaborate with accounting, tax, and investment teams to ensure accuracy and alignment of financial data.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field; CFA or CBV preferred.
• Strong financial modelling and valuation skills with proficiency in Excel and ability to provide insightful analyses.
• Ability to understand the impacts on P&L and balance sheet from impacts to key operating levers.
• Proven ability to develop thorough financial analyses from the ground up and effectively communicate reasonable, accurate, and defendable conclusions.
• Complete proficiency in preparing financial models, data analytics, and presentation skills.
• Occasional travel is required for this role.

Personal Attributes

• Excellent communication and interpersonal skills.
• Strategic thinker with a collaborative and service-oriented mindset.
• Self-motivated and adaptable to a fast-paced, dynamic environment.
• Comfortable working across diverse functions and asset types.
• Committed to maintaining high ethical and professional standards.

We offer a comprehensive Group Benefits and Group RRSP program.