Senior Financial Analyst
4 weeks ago
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.
Senior Financial Analyst
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.
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