Overview

The Opportunity: We are working with an entrepreneurial CEO leading an investment holding company. The team is looking to add a Vice President of Finance & Operations serving as the right-hand person to the CEO. This role spans a diversity of functions including strategic finance, operational oversight, and business development. If you are an ambitious qualified looking to break out of traditional corporate finance and supercharge your career, this role will provide an exceptional variety of experience and growth potential. Youll work directly with the CEO across the entire portfolio, gaining experience in multiple industries while building the financial and operational infrastructure to support continued growth. This role represents a clear pathway to a CFO position for the right individual.

About Our Client Our client is an investment holding company with a portfolio of several companies and investments across multiple industries with a focus on energy and oilfield services holdings. Led by a successful entrepreneur with deep expertise in the energy sector, the organization takes a hands-on approach to building and scaling businesses. The small executive team creates an entrepreneurial environment with unique exposure to diverse business challenges, from implementing cutting-edge technology solutions to executing complex capital projects. They value adaptability, creative problem-solving, and the ability to thrive in an environment where no two days are the same.

Key Responsibilities

• Strategic Finance & Analysis:
  
  
  
  Build financial models and analysis across multiple business entities; support capital raising initiatives and investment decisions; prepare investment memorandums and presentations for portfolio company fundraising and new investment opportunities
• Portfolio Management & Operations: Monitor and report on portfolio company performance; drive strategic planning and identify opportunities for value creation with management teams; implement operational improvements and technology solutions across portfolio companies
• Leadership & Development: Build finance and operations functions as the organization scales; work closely with banking partners, lenders, and external advisors including legal, tax, and audit professionals; represent the company in external meetings and transactions

What Makes This Role Unique

The variety of this position sets it apart from traditional finance roles. In a typical week, you might:

• Implement AI-powered tools at a portfolio company
• Structure financing for a bitcoin mining operation
• Oversee the acquisition of heavy-lift cranes for oil & gas drilling operations

This diversity provides accelerated learning and development opportunities that would take years to accumulate in traditional corporate roles.

Requirements

Qualifications

• Bachelors degree in Finance, Economics, Business, or related field
• Minimum 3+ years of investment banking or private equity experience
• Experience with client-facing responsibilities and sell-side transactions
• Strong financial modelling and analytical skills
• Experience with Confidential Investment Memorandums (CIMs)
  
  
  
  strongly preferred

Desired Experience

• Operational experience in business improvement or corporate development
• Sales or business development experience
• Exposure to energy sector or oil & gas service companies
• Experience with technology implementation or process improvement initiatives

Personal Attributes

• Exceptional adaptability and strong independent problem-solving abilities
• Entrepreneurial mindset with ability to "figure things out"
• Excellent communication and presentation skills
• High energy and drive for professional growth

Benefits

Compensation & Growth

• Competitive base salary of $200,000 CAD
• Up to $100,000 CAD annual performance bonus
• Health and dental insurance
• Clear pathway to CFO role for exceptional performance

Professional Development

• Unparalleled variety and learning opportunities
• Direct involvement in strategic decision-making
• Exposure to multiple industries and business models
• Accelerated career development through hands-on experience

Work Environment

• Remote work (work from home) flexibility with occasional travel
• Entrepreneurial culture that values innovation and initiative
• Direct access to senior leadership and decision-makers
• Opportunity to build and shape organizational processes

Application Process

• Selected applicants will be invited to complete a brief financial case
• Selected submissions will be invited for an interview with the recruiter
• Selected interviewees will be invited for a final interview with the client