Senior Financial Analyst

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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.

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.

• 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) and 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.

• 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.

• 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.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Finance and Sales

Industries:
Venture Capital and Private Equity Principals