Remote

Part-time +1

Responsibilities
will include:

Prepare high-quality financial analyses, models, and insights

Prepare and present consolidated forecasts and operating results for key stakeholders.

Perform financial modeling, forecasting, and budgeting to support strategic initiatives and business planning.

Generate reports and conduct financial analysis to assess business performance and identify key drivers.

Analyze budget against actual results, presenting metrics and insights for decision-making.

Contribute to board and management reporting, compliance, and governance.

Collaborate on quarterly and year-end reporting to ensure accurate performance tracking.

Strategic Projects and Business Operations

Develop and maintain industry benchmarking and research for financial and operational metrics.

Conduct ongoing assessments of internal and external business environments to inform strategic decision-making.

Analyze industry structures, competitive landscapes, and potential acquisition targets.

Support the development and monitoring of operating business strategies and participate in consolidation project activities.

Measure performance and conduct post-implementation analysis of business improvement initiatives.

Develop and manage Standard Operating Procedures (SOPs), ensuring version control and consistency.

Collaborate with operating businesses to streamline and systematize processes, driving efficiency and productivity.

Support deal screening and opportunity evaluation activities.





Conduct financial analysis as required and support the Letter of Intent (LOI) and M&A; processes.

Support due diligence activities and manage data rooms throughout the transaction process

Merger and Acquisition Support

Support deal screening and opportunity evaluation activities.

Conduct financial analysis as required and support the Letter of Intent (LOI) and M&A; processes.

Support due diligence activities and manage data rooms throughout the transaction process

Required Knowledge, Skills, Abilities, Education, and Experience:

University degree in Business, Finance, Economics or related fields.

CPA designation with 3-5 years of post-designation experience.

At least 5 years of business operations experience in a comparable role or in position requiring financial analysis and reporting.

Self-motivated and proactive in managing workload and pursuing career development.

Demonstrates strong problem-solving abilities, analytical thinking, and research skills with keen attention to detail.

Excellent verbal and written communication, complemented by a strategic mindset and curiosity that goes beyond transactional tasks.

Highly organized, with strong project management skills and able to manage multiple priorities in a dynamic, complex setting.

Collaborative and team-oriented, skilled at building relationships across functions and organizations, and a quick learner who understands operating businesses and key drivers.

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

Experience with Oracle EPM is considered an asset.

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📌 Analyst - Portfolio Operations (Alberta)
🏢 Ocean Capital Holdings
📍 Alberta