Manager, Financial Planning & Analysis

Westerkirk•Victoria, BC

40d•$150,000 - $195,000•Onsite

About The Position

Westerkirk Capital provides an attractive total rewards package that includes comprehensive extended health and dental benefits, an RRSP matching program, and a Workperks membership. Westerkirk Capital Inc. is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities, and members of visible minorities to apply. Westerkirk Capital Inc. will accommodate the needs of applicants with disabilities throughout all stages of the selection process. If you need accommodation during the recruitment process, please advise your Human Resources representative. Information relating to the need for accommodation and accommodation measures will be addressed confidentially. Westerkirk is a privately held investment and operating company managing a diverse portfolio of businesses and assets on behalf of a single family. We are seeking a highly analytical and commercially minded professional to join a high-calibre finance team in a role that offers genuine breadth, direct access to leadership, and the opportunity to work on consequential decisions across the organization. Reporting directly to the Vice President, Finance, this is a versatile and intellectually engaging role. The Manager, FP&A will serve as a key analytical resource across a wide range of activities - from strategic transaction evaluation and business case development to capital allocation support. The role is designed to complement and work in close coordination with both the Finance and Capital Allocation functions. This is an opportunity for a driven, curious professional to contribute meaningfully at the ownership level of a sophisticated private investment platform - without the constraints of a large institutional environment.

Requirements

CPA, CFA, or equivalent professional designation preferred.
6-10+ years of experience in corporate finance, transaction advisory, management consulting (finance focus), private equity / family office, and/or senior financial roles within complex businesses.
Strong financial modeling, valuation, and analytical skills.
Demonstrated ability to work across a range of financial tasks — from detailed modeling to high-level strategic analysis.
Experience working in or alongside multi-entity organizations with diverse business lines preferred.
Ability to balance analytical rigor with pragmatism and sound judgment.
Excellent written and verbal communication skills, with the ability to translate complex analysis into clear, actionable insights.

Nice To Haves

Trusted partner to senior finance and capital allocation leadership.
Highly organized, intellectually curious, and detail-oriented.
Versatile —comfortable with M&A analysis, operational reporting, overall portfolio analytics, and business case work.
Strong judgment and ability to challenge constructively.
Collaborative and able to manage multiple priorities across different stakeholders and asset classes.
Disciplined with a focus on consistency, accountability, and follow-through.

Responsibilities

Provide sophisticated financial analysis in support of strategic initiatives, including business case development, capital allocation decisions, and transaction evaluation.
Develop financial models and analytical frameworks to support investment decisions and internal approvals.
Assist in the preparation of materials for senior leadership and ownership, as directed by the VP, Finance.
Enhance standardized reporting frameworks across operating companies: including integration of financial statements, KPIs, and relevant operating metrics.
Consolidate and synthesize financial and operating information from operating companies into clear, decision-useful reporting for use at the WCI level.
Ensure reporting produced is linked to and useful for both the Finance function and the Capital Allocation, with a view to avoiding duplication and promoting shared utility across both groups.
Monitor budget vs. actual performance across the portfolio and identify variances, trends, risks, and emerging issues.
Assess the utilization and outcomes of capital deployed into operating businesses or strategic initiatives.
Support evaluation of potential acquisitions, divestitures, and other transactions, including financial modeling, valuation, and return analysis.
Perform internal valuations of businesses and assets using appropriate methodologies (DCF, comparables, precedent transactions, etc.).
On an ad hoc basis, support real estate-related decisions through internal valuations, partnership analysis, and financial assessment of strategic transactions involving real property assets.
Enhance the quality, timeliness, and reliability of financial information available to WCI leadership.
Promote best practices in financial reporting, forecasting, and analysis across the organization.
Ensure reporting and analytical processes scale effectively with portfolio growth and increasing complexity.