Senior Financial Analyst

Westerkirk•Victoria, BC

57d•Onsite

About The Position

Westerkirk Capital Inc. (‘WCI’), a private investment company based in Victoria, BC is seeking a Senior Financial Analyst. The organization is a single-family office managing assets via internal direct and third-party/external managers across a variety of portfolios and asset classes including fixed income, public equity, private equity, hedge funds, infrastructure, and real estate. Reporting to the Director of Finance, the Senior Financial Analyst is a key member of the finance team. The ideal candidate is analytically sharp, self-motivated, and experienced with business software applications, with a strong sense of personal accountability. This is a full-time, in-office position in Victoria; relocation supports are available.

Requirements

Qualified or enrolled CPA/CFA designation plus a minimum of 3+ years of related work experience or an equivalent combination of education and related experience in Finance and Accounting.
Strong financial background, and expert knowledge of Excel is required.
Sound financial modelling/analysis skills in Excel, analytical and problem-solving skills with solid understanding of accounting principles.
Excellent organizational skills with ability to multi-task and accurately work in a fast-paced environment with tight deadlines.
Self-motivated, results-driven professional with the ability to work in a fast-paced environment.
Excellent oral and written communication skills with the ability to articulate key themes and messages both with internal and external stakeholders.

Nice To Haves

Experience with commercial property operations or property development an asset.

Responsibilities

Leads the analysis of current situation and future requirements of the budgeting process and reporting requirements of financial information to meet the needs of executives, and other stakeholders.
Identifies, develops, and implements appropriate/best practices and standardized reporting tools, such as templates or analysis tools for budgeting, forecasting, and reporting.
Constantly seeks opportunities to improve processes and streamlines operations by investigating and applying innovative and appropriate solutions for information delivery and reporting submission.
Accountable for identifying and investigating quarterly variances to budget and forecast, proactively identifying opportunities for improvement and potential risks.
Assists with providing systems administration and process training as required.
Ensure understanding of client requirements, providing recommendations, offering/proposing solutions, as well as creating functional documentation to ensure high end client satisfaction.
Develop a strong understanding of the company’s income producing property portfolio from an accounting and operational perspective and can communicate key issues with management.
Define, measure, analyze and improve current processes with impacts to financial results.
Monitor internal controls and implement solutions to ensure financial accuracy and adherence to policies, processes, and procedures.
Assist in mentoring the development of other team members through informal discussions.
Participate in cross-functional initiatives and ad hoc projects to provide financial analysis for decision support.
Research and champion the interpretation and application of new accounting standards, including drafting of technical accounting assessments/policies/position papers/memos for internal and auditor use.
Coordinate the year-end financial audits with the external auditors, as well as manage the audit issues resolution process.