Portfolio Finance Operations Director

4 weeks ago


Saskatoon, Saskatchewan, Canada Westbridge Capital Full time

Westbridge Capital is a private equity firm that specializes in acquiring and growing mid-market or mature operating businesses in various jurisdictions. Our philosophy is to structure deals with management as our partners to ensure a long-term alignment of interests. We provide liquidity to an underserved market, benefiting both owners and management.

We are looking for a talented and experienced Portfolio Finance Operations Director to join our professional services group. The successful candidate will work with our portfolio companies to assist in the onboarding of administrative, financial, and risk management operations. This includes developing a financial and operational strategy, identifying and tracking relevant KPIs, and developing and monitoring internal controls and financial reporting processes.

  • Formulate the company's future direction by providing input on financial strategies, budgeting, forecasting, and variance analysis.
  • Develop performance measures that support the company's strategic direction.
  • Maintain effective relationships with all members of the management team to maximize financial and operating results.
  • Manage third parties to which accounting or finance functions have been outsourced.
  • Support acquisition due diligence, including onboarding and integration of financial reporting, systems, people, processes, and controls.
  • Monitor cash balances and forecasts and ensure accurate reporting to senior lenders.
  • Consolidate portfolio reporting and analysis to support both internal and external reporting requirements.
  • Provide financial guidance and operations support to the PSG to support business initiatives and achieve financial objectives.
  • Support M&A financial due diligence, modelling, and analysis as required.
  • Collaborate with other Westbridge teams to ensure alignment of finance objectives with corporate objectives.

You are a thoughtful team leader skilled at establishing business priorities and gaining alignment with internal and external partners. You are an owner who brings projects from inception to completion in a highly organized manner with little or no supervision. You are comfortable collaborating closely with team members at all levels and being accountable on concurrent high-priority projects.

We are looking for a candidate with a Bachelor's degree in Finance, Accounting, or a related field, and a professional accounting designation. The ideal candidate will have a minimum of 10 years of experience, with at least 5 years in senior financial management roles. They will have strong knowledge of financial planning, analysis, and reporting, as well as experience with strategic planning, risk management, and corporate finance.

Westbridge Capital offers a competitive total compensation package, a dynamic work environment, company-sponsored social events, and more.



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